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Sakai Chemical’s Fine-Powder Expertise Draws Attention as AI Server Materials Demand Rises

September 27, 2026 at 17:15 EDT

Infra & Chips
Manufacturing

Sakai Chemical Industry Co., Ltd. is becoming a more visible AI-hardware supplier as demand for multilayer ceramic capacitor materials rises in AI servers. The company says robust AI server-related demand lifted its electronic-materials sales in Q1 FY03/27, showing how a business built on fine-powder control for cosmetics and other materials now sits upstream of data-center hardware.

September 27, 2026 · Sakai Chemical

Makeup-powder chemistry enters AI hardware

A century-old fine-powder specialist is drawing attention because its dielectric materials feed MLCCs used in AI servers. The latest quarter showed AI server-related demand lifting the electronic-materials segment.

Q1 electronic materials sales

JPY 3.364B

Segment sales growth

+17.2%

Segment profit growth

+22.1%

Dielectric layer scale

0.1 micrometer

Electronic-materials sales moved higher

Q1 FY03/27 sales rose 17.2% from the year-earlier quarter.

JPY 2.870BQ1 FY03/26

JPY 3.364BQ1 FY03/27

The supply-chain path

Powder control→Barium titanate→MLCC layers→AI server boards

The story is not a new AI model; it is a materials bottleneck inside power delivery and reliability.

Why it matters

AI servers and vehicle electrification raise demand for finer, more reliable capacitor materials, while qualified suppliers are difficult to replace.

What to watch

Sakai kept FY03/27 forecasts unchanged and said it would monitor AI server-related demand from Q2 onward.

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