MLCC Market Bulletin - Dec. 24, 2025

Last Modified

2025-12-24

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Aperiodically

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PDF

US economy slows, curbing consumer spending; memory shortages drive PC laptop price hikes and shipment cuts; AI data centers fuel CSP self-developed chips like Google TPU, boosting high-spec MLCC demand where Japanese/Korean firms like Murata lead yields on new products amid supply risks.

Key Highlights

US economic slowdown prompts Fed rate cuts; cautious spending and memory cost pass-through weaken PC/laptop shipments.
Memory supercycle persists; AI infrastructure shifts capacity to HBM, causing PC DRAM shortages and conservative MLCC stocking.
CSP self-developed chips mature with efficiency gains; MLCC use lower than NVIDIA GPUs but specs/prices higher, key for suppliers.
Google/AWS modules adopt new-spec MLCCs (e.g., 47u/100u); strong orders, Murata leads yields to capture ASIC market share.
2026 outlook: Economic/geopolitical tensions, AI memory squeeze, and capex skepticism pose supply chain uncertainties.

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MLCC Market Bulletin - Dec. 24, 2025

Key Highlights