MLCC Market Bulletin - Nov. 13, 2026

Last Modified

2026-11-13

Update Frequency

Aperiodically

Format

PDF

AI capex payback concerns prompt capital markets to scrutinize investments. MLCC shortages spread from servers to networking and optical communications, while consumer demand for phones and NBs weakens. New supply capacity is delayed beyond 2028, with long-term contracts tightening high-end availability and shortages likely persisting into 2027.

Key Highlights

Concerns over AI investment payback are mounting. Capital markets are scrutinizing AI growth momentum.
MLCC shortages expand from servers to networking and optical specs.
Consumer phone and NB demand weakens with slower pull-in.
New supply capacity mostly delayed beyond 2028.
Vendors use long-term contracts, tightening high-end access.
Shortages expected to last into first half of 2027, favoring sellers.

Market Update
TrendForce's View

Sector: Semiconductor Device

Tag: MLCC Market Bulletin Supply & Demand

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MLCC Market Bulletin - Nov. 13, 2026

Key Highlights