MLCC Market Bulletin - Sep. 10, 2026
Last Modified
2026-09-10
Update Frequency
Aperiodically
Format
AI makes Japanese/Korean MLCC firms cut consumer capacity, allowing Chinese entry to global chains but they dominate servers.
Key Highlights
- Japan/Korea cut consumer MLCC output amid AI shortages.
- China's CXMT DRAM and CCTC/Viiyong MLCC gain OEM approval.
- HP, ASUS, Acer, Quanta, Pegatron begin validating Chinese suppliers.
- MLCC market enters upcycle as China absorbs overflow orders.
- TrendForce adds CCTC to tracking list, noting its vertical integration strength; high-end server yield remains a challenge.
- China still trails Japan/Korea in AI-server MLCC, but gains ground in low/mid-end markets.
Table of Contents
- Market Update
- MLCC Suppliers’ Average BB Ratios by Region, July to September 2026
- Trendforce's View
<Total Pages: 3>

Spotlight Report
-
DRAM Monthly Datasheet Aug. 2026
2026/08/19
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Aug. 2026
2026/08/17
Semiconductors
EXCEL
-
3Q26 Memory Price Forecast
2026/06/30
Semiconductors
PDF
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
DRAM Contract Price Jun. 2026
2026/06/30
Semiconductors
PDF
-
DRAM Contract Price Jul. 2026
2026/07/31
Semiconductors
PDF
MLCC Market BulletinRelated Reports
Download Report
4,500
Membership
Spotlight Report
-
DRAM Monthly Datasheet Aug. 2026
2026/08/19
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Aug. 2026
2026/08/17
Semiconductors
EXCEL
-
3Q26 Memory Price Forecast
2026/06/30
Semiconductors
PDF
-
Global Memory Supply-Demand Divergence: Analyzing 2027 DRAM Structural Tightness and NAND Flash Oversupply
2026/07/28
Semiconductors
PDF
-
DRAM Contract Price Jun. 2026
2026/06/30
Semiconductors
PDF
-
DRAM Contract Price Jul. 2026
2026/07/31
Semiconductors
PDF