Download Report
Contact Us
MLCC Market Bulletin - Nov. 12, 2025
Last Modified
2025-11-12
Update Frequency
Aperiodically
Format
Q4 sees a polarized demand in the electronics sector：consumer weak, AI strong. Holiday stocking cools; suppliers pivot to 2026 AI. NVIDIA's new architecture boosts MLCC use. Capacitor price hikes change BOM; MLCC wins.
Key Highlights
- Q4 electronics are polarized: consumer weak, AI strong.
- Holiday stocking cools; suppliers are cautious on end-demand.
- NVIDIA refutes AI bubble claims; its 2026 platform (VR200) brings higher power and compute, set to double MLCC demand.
- Polymer capacitor (POS-Cap) price hikes and supply oligopoly risk concern OEMs.
- TrendForce: NVIDIA's 2026 BOM will replace polymer caps with MLCC and aluminum capacitors.
- MLCC suppliers shift strategy, focusing on 2026 AI infrastructure and auto.
Table of Contents
- Market Update
- Trendforce's View
<Total Pages: 3>
Category: MLCC
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Feb. 2026
2026/02/11
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF
MLCC Market BulletinRelated Reports
Download Report
USD $4,500
Membership
Spotlight Report
-
AI Reshapes Memory: Market Revenue to Peak by 2027
2026/01/20
Semiconductors
PDF
-
Micron to Acquire PSMC’s Tongluo P5 Fab to Contribute to DRAM Supply for 2027
2026/01/18
Semiconductors
PDF
-
DRAM Monthly Datasheet Jan. 2026
2026/01/15
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Feb. 2026
2026/02/11
Semiconductors
PDF
-
HBM Industry Analysis - 1Q26
2026/02/04
Semiconductors
PDF
-
1Q26 Memory Price Forecast
2025/12/30
Semiconductors
PDF