MLCC Market Bulletin - Mar. 9, 2026

Last Modified

2026-03-09

Update Frequency

Aperiodically

Format

PDF

Tariff shifts and geopolitical conflicts drive up supply chain costs. While AI infrastructure remains robust, PC and smartphone markets weaken under rising component prices. This polarization, coupled with Intel’s price hikes, risks further dampening consumer demand.

Key Highlights

Geopolitical Instability: Revised U.S. tariffs and Mid-East conflicts have heightened trade uncertainty and surged raw material/energy costs.
Component Price Surges: Driven by upstream foundry costs and manufacturing bottlenecks, prices for ICs, power components, and Intel CPUs are rising, potentially hitting PC shipments.
Demand Polarization: AI infrastructure remains the sole growth engine, boosting high-end MLCC orders, while the consumer ICT sector remains stagnant.
Strategic Pricing: Despite speculative pressure, major MLCC suppliers maintain cautious pricing for AI components to avoid losing market share amidst stable overall capacity.