MLCC Market Bulletin - Dec. 9, 2025

Last Modified

2025-12-09

Update Frequency

Aperiodically

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PDF

Driven by price hikes rather than volume, holiday sales mask weak demand, leading to a conservative Q1 outlook and strict inventory control. However, strong demand for AI chips (e.g., TPUs) boosts high-end MLCCs. Suppliers are expanding in SE Asia and prepping capacity for future AI growth.

Key Highlights

Weak Consumption: Sales growth is driven by inflation, not volume. The supply chain remains conservative regarding Q1 orders.
AI Strength: AI infrastructure demand is rising; proprietary chips like Google's TPU are driving up high-end MLCC usage.
Supply Chain Shift: The "China+1" strategy is deepening in SE Asia. Logistics flexibility is becoming a key competitive differentiator.
Capacity Planning: While currently controlling inventory, suppliers are proactively adjusting capacity to meet upcoming AI demand.

Market Update
Trendforce's View

Average BB Ratios of MLCC Suppliers by Region from October to December 2025

Sector: Semiconductor Device

Tag: AI Infrastructure MLCC Geopolitical Risk Inventory Market Bulletin Production Capacity Supply Chain Supply & Demand

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MLCC Market Bulletin - Dec. 9, 2025

Key Highlights