MLCC Price May 2026

Last Modified

2026-05-29

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Monthly

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PDF

AI demand tightens high-end MLCC supply, prompting agents to raise prices and strengthening supplier bargaining power. Geopolitical risks and inflation raise costs, curbing ODM leverage, with high-end MLCC prices likely to rise moderately in 2H.

Key Highlights

Strong AI server and data center orders drive sustained high-end MLCC demand, with rising supply chain costs tightening supply.
Agents stockpile amid shortage concerns, weakening ODM bargaining power and resulting in minimal 3Q price cuts.
Taiyo Yuden and Samsung raise agent prices for consumer MLCCs to curb hoarding and improve margins.
High-end MLCC prices may rise moderately in 2H on CSP spending, while consumer grades depend on inventory clearance and end demand.

AI Demand Tightens High-End MLCC Supply as Agents Raise Prices and Signals Emerge for Price Rebound in 3Q26
AI Applications Siphon High-End MLCC Demand; Rising Prices for Key Components Are Squeezing ODMs’ Bargaining Power
Taiyo Yuden and SEMCO Have Strategically Raised Prices for Products Shipped to Agents so as to Curb Hoarding
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Category: MLCC

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MLCC Price May 2026

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