Nvidia's Vera Rubin uses 182% more capacitors, boosting Samsung Electro-Mechanics

Nvidia's Vera Rubin rollout is creating a new winner in the artificial intelligence supply chain: multilayer ceramic capacitors. A Morgan Stanley analysis estimates the MLCC content of Nvidia's next-generation VR200 NVL72 server rack at about $4,320, up 182 percent from roughly $1,530 in the previous-generation GB300 system. The sharp increase is tightening supply in a market where demand is already outpacing production, allowing manufacturers such as Samsung Electro-Mechanics to raise prices an