MLCC Market Bulletin - Aug. 20, 2026

Last Modified

2026-08-20

Update Frequency

Aperiodically

Format

PDF

Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an industry upcycle despite soft traditional demand from slowing economies.

Key Highlights

Samsung initiates direct price increases to OEMs/ODMs, lifting both consumer mid-high capacitance and AI-grade MLCC quotes and signaling the start of an upcycle.
Taiwanese and Chinese makers see utilization surge as orders spill over, with major plants nearing full capacity.
Strong AI server and optical module demand offsets weakness in traditional ICT and automotive segments caused by slowing economies.
Japanese suppliers remain on hold; their potential follow-up moves will determine the extent of further price gains.