MLCC Market Bulletin - Sep. 17, 2026

Last Modified

2026-09-17

Update Frequency

Aperiodically

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PDF

Geopolitical tensions and inflation are lifting costs and may weaken consumer demand. AI server high-end MLCC demand stays robust. Murata is exiting low-margin conventional MLCCs to focus on advanced AI products, creating order-transfer opportunities for Taiwanese and Chinese makers in consumer and low-end automotive segments.

Key Highlights

AI server high-end MLCC demand remains strong as key growth driver.
Murata phases out low-margin conventional MLCCs to prioritize high-end AI and automotive.
Taiwanese and Chinese suppliers gain order transfers in consumer and entry-level auto MLCCs.
Japanese and Korean firms reduce consumer-grade supply long-term, shifting pricing influence to Taiwan and China.

Market Update
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Sector: Semiconductor Device

Tag: MLCC Market Bulletin Supply & Demand

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MLCC Market Bulletin - Sep. 17, 2026

Key Highlights