MLCC Market Bulletin - Sep. 24, 2025

Last Modified

2025-09-24

Update Frequency

Aperiodically

Format

PDF

U.S. inflation pressures and labor market weakness lead to rate cuts; traditional demand drops while AI servers and automotive electronics grow, causing supply chain segmentation.

Key Highlights

Inflation driven by service prices, linked to rising labor costs and reduced migrant workers.
Fed cuts rates to mitigate economic slowdown and weak employment trends.
Traditional consumer demand weak; ODMs cautiously manage inventories.
High-end segments like AI servers and automotive electronics see rising demand, causing supply chain divergence.
Companies shift capacity toward AI and automotive to build future growth engines.
Global policy shifts and market variables make supply chain strategies more cautious, presenting industry challenges and opportunities.