Research Reports

MLCC Market Bulletin - Sep. 10, 2026

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Last Modified

2026-09-10

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Update Frequency

Aperiodically

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Format

PDF



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

  1. Market Update
    • MLCC Suppliers’ Average BB Ratios by Region, July to September 2026
  2. Trendforce's View

<Total Pages: 3>

 





USD

4,500

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