MLCC Market Bulletin - Jul. 9, 2026

Last Modified

2026-07-09

Update Frequency

Aperiodically

Format

PDF

Strong demand for AI servers and in‑house chip platforms is driving structural shortages in high‑end and mid‑high‑cap MLCCs. Inflation and high interest rates are suppressing end‑market consumption, forcing brands such as Apple to raise product prices and undermining the peak‑season outlook for PCs and smartphones. With SEMCO and Taiyo shifting capacity toward AI‑oriented specifications, inventories remain low, while distributors and agents have increased quotations. The market is showing a pattern of “weak demand, firm prices,” and pressure on lead times and pricing is set to intensify in the second half of the year.

Key Highlights

AI servers and custom ASICs sharply lift demand for high‑end, high‑cap MLCCs.
Inflation and tight policy dampen PC, notebook and smartphone demand; traditional peak season unlikely.
Memory and storage cost pass‑through forces device price hikes.
SEMCO and Taiyo structurally shift capacity from consumer X5R to AI‑oriented specs; inventory stays low.
Early and sometimes panic buying of mid‑high‑cap consumer MLCCs meets reduced channel supply and higher quotes.
Non‑Nvidia AI platforms rely on new high‑cap MLCC specs, raising shortage risk into late year.

Market Update
Trendforce's View

Category: MLCC

Spotlight Report

PDF

Download Report

USD

4,500

Membership

MLCC Market Bulletin

Popular Keywords

Research Reports

4,500

MLCC Market Bulletin - Jul. 9, 2026

Key Highlights