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COMPANY RESEARCH / 6976.T

Taiyo Yuden

Embeddable high-capacitance MLCCs for AI servers

Published by FyncaResearch checked How we research

Where it fits in an AI server rack

Commercialized embeddable MLCCs in 2025 (1005 size at 22 µF and 2012 size at 100 µF, which it calls the highest capacitance for embeddable MLCCs) for the high-current power circuits of AI servers; embedding them in the board shortens wiring and frees surface space.

What the evidence establishes

AI-rack evidence

Positioning: Taiyo Yuden describes its embeddable MLCCs as built for AI-server power circuits; no named customer.

An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.

Component roleEmbeddable high-capacitance MLCCs for AI servers
EvidencePositioning: Taiyo Yuden describes its embeddable MLCCs as built for AI-server power circuits; no named customer.
How we knowPositioning A dedicated AI-server or AI-data-center product or reference design, with no named customer. Marketed for AI racks; not a disclosed design win.
Primary sourceTaiyo Yuden — supporting disclosure
Company or official disclosure; vendor claims are attributed to their source.
Checked. This is the research review date, not the source publication or quote time.

Keep in perspective

No named customer, platform or AI revenue is disclosed.

Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.

Connections to the assembly

These links explain the technology relationship. The model is illustrative and does not represent an actual manufacturer’s bill of materials.

Capacitors & inductors

Thousands of multilayer ceramic capacitors, polymer capacitors and inductors that filter noise and store energy around the chips and inside the power supplies.

Scope of the company links: MLCCs, polymer capacitors and inductors around the voltage regulators and supplies. Murata raised its FY2026 forecast on data-center components, particularly for AI servers (data-center revenue up 81% in Q1); Samsung Electro-Mechanics reports increased MLCC supply for AI servers and a silicon-capacitor contract for GPU and HBM packages (2026); Taiyo Yuden commercialized embeddable 22 µF and 100 µF MLCCs for high-current AI-server power circuits; Delta sells power chokes and TLVR inductors. Vishay cites AI-related power demand without a named server product, so it is adjacent. TDK and Yageo could not be sourced in our review and are not mapped; that is not a finding of no exposure. Which capacitor vendors sit on NVL72 boards is not disclosed.

Related research

Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.

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