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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>
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