AI data center demand is driving a supply bottleneck in multilayer ceramic capacitors (MLCCs), prompting ETF issuers to launch niche funds targeting Asian capacitor manufacturers. Murata, the largest MLCC maker, has forecast 30% annual shipment growth through 2030 and its stock is up over 115% year-to-date. For a financial institution, this signals a structural supply constraint in the AI hardware buildout that is now being financialized through targeted ETF products, with potential implications for cost and availability of data center components.
193 other tracked developments touching the same claims.