MLCC Price Sep. 2026

Last Modified

2026-09-30

Update Frequency

Monthly

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US-Iran tensions and sticky inflation prompted the Fed to hike rates, weakening consumer electronics demand and softening low-end MLCC prices, while AI high-end specs stay firm due to tight supply; Murata’s phase-out allows Taiwan and China makers to gradually capture standard orders over a three-year transition.

Key Highlights

Weak back-to-school demand softens low-end MLCC prices.
AI server needs keep high-end specs in short supply and firm.
Murata exits low-margin consumer and auto-grade items for high-end focus.
Taiwan and China makers set to gradually capture standard orders during transition.
Market shows diverging trend: softening consumer prices, resilient high-end pricing.

Back-to-School Demand Underwhelms as Channel Prices for Low-Capacitance Standard Consumer MLCCs Fall, While Prices for High-End Consumer MLCCs Remain Stable
Back-to-School Demand Falls Short, Pull-Ins from Consumer Electronics ODMs Remain Weak, and Channel Prices for Low-to-Mid-Capacitance MLCCs Decline
Murata Believes That Shortages of High-End MLCCs Could Continue Throughout 2027; Annual EOL Notice Could Also Trigger a Short-Term Wave of Order Transfers as Suppliers from Taiwan and Mainland China Step In
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