High-capacitance ceramic capacitors will see ASPs inflate as AI-enabled laptops and servers are based on entering mass production in H2. MLCCs represent more than two-thirds of the total part count on servers. For capacitors overall, the Commodity IQ Inventory Index for the first six months of the year was 44% lower on average than the prior six-month period, and the price index rose 15% by the same measures. The Commodity IQ Price Index for June reached its highest value since Q4 of 2019.