MLCC Market Bulletin - Jan. 20, 2026

Last Modified

2026-01-20

Update Frequency

Aperiodically

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PDF

Global political and economic turbulence marks the start of 2026. CES unveils the era of Embodied AI. While AI thrives in robotics and autonomous driving, consumer electronics grapple with tariffs and rising costs. Supply chains must balance AI growth against weakened consumer electronics demand.

Key Highlights

CES announces the year of Embodied AI, with rapid AI application expansions.
Traditional consumer electronics suffer from tariffs and rising costs.
Strong AI demand shifts supply chain resources towards AI.
AI growth leads to new bottlenecks in energy and cooling.
Rising costs of memory, PCBs, etc., put pressure on OEMs/ODMs.
Broader AI applications in multimodal foundational models and smart hardware are being implemented.

Market Update
Trendforce's View

Sector: Semiconductor Device

Tag: Liquid Cooling MLCC Embodied AI Geopolitical Risk Market Bulletin Policy & Regulation Supply & Demand Trade War

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MLCC Market Bulletin - Jan. 20, 2026

Key Highlights