MLCC Market Bulletin - Sep. 8, 2025

Last Modified

2025-09-08

Update Frequency

Aperiodically

Format

PDF

Global economy remains cautious, supply chain stays conservative, market demand is weak, and uncertainties persist amid political and economic factors.

Key Highlights

The global economy shows resilience, but economic data suggest slowing growth.
ODM inventory strategies remain conservative, seasonal demand is weak.
Overall supply chain performance underwhelms expectations, especially during peak season.
Smartphone and laptop demand are subdued, market confidence declines.
AI and tech supply chains face disruptions due to policy restrictions, orders fluctuate.
Trade and technology restrictions between the US and China heighten market uncertainty.
End consumer spending remains cautious, impacting holiday sales prospects.