Goldman Sachs predicts capacitor stocks will surge as AI data centers devour components
Goldman Sachs forecasts a significant surge in capacitor stocks, particularly multi-layer ceramic capacitors (MLCC), driven by the growing demand from AI data centers. The bank has revised its pricing outlook for MLCCs, predicting an increase through 2030 due to heightened capital expenditure by major tech companies. However, potential risks such as geopolitical tensions and a slowdown in AI spending could impact this optimistic outlook.
- ▪Goldman Sachs predicts an unprecedented upcycle in multi-layer ceramic capacitors extending through 2030.
- ▪The bank has revised its 2026 MLCC pricing forecast upward, anticipating a 0-5% increase.
- ▪Goldman maintains a Buy rating on Murata Manufacturing and Nantong Jianghai Capacitor Co. due to their exposure to the data center infrastructure buildout.
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Goldman Sachs predicts capacitor stocks will surge as AI data centers devour components The bank sees an unprecedented upcycle in multi-layer ceramic capacitors extending through 2030, driven by hyperscaler spending on AI infrastructure. Share Add us on Google by Editorial Team May. 29, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); The humble capacitor, a component most people haven’t thought about since high school physics, is…
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