Impact on the supply chain

The expansion of AI server infrastructure in China is generating strong demand for specific components, particularly optical modules and multilayer ceramic capacitors (MLCCs). This growth is mainly fueled by the need for computing power for artificial intelligence applications.

Pressure on suppliers

The increased demand is putting pressure on the manufacturers of these components, who must increase their production capacity to meet market needs. The situation could lead to potential bottlenecks and longer lead times.

Baidu's Role

Baidu, a major player in the Chinese technology sector, is one of the protagonists of this expansion, contributing significantly to the demand for AI servers and, consequently, for optical modules and MLCCs.