Oil prices and inflation dampen year-end consumer spending, leading to a divergence in consumer MLCCs where low-capacitance items weaken while high-capacitance items strengthen. AI servers and automot...
SiC Substrate Price Update
CapEx figures, production capacity figures, and inventory levels of MLCC suppliers are constantly being tracked and updated on a regular basis. TrendForce also provides analyses on the price trends an...
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; Mu...
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 makes Japanese/Korean MLCC firms cut consumer capacity, allowing Chinese entry to global chains but they dominate servers.
SEMCO raised MLCC prices to OEMs/ODMs, signaling an industry upcycle, driven by strong AI server demand and panic buying; Japanese makers' response is key to watch.
AI server demand lifted 2Q26 MLCC shipments; Japan/Korea ran high, Taiwan/China lagged; supply tightens, prices may rise.
Samsung Electro-Mechanics leads MLCC price hikes to OEMs and ODMs, lifting quotes for consumer and AI-grade parts while raising utilization at Taiwanese and Chinese makers, officially starting an indu...
Geopolitical tension and tight monetary policy keep energy and materials costly, suppressing consumer electronics. Key MLCC inputs remain constrained, while AI servers and data centers drive robust de...
Japanese and Korean makers shifting consumer MLCC capacity to AI create supply gaps, benefiting Taiwan and China suppliers with spillover orders and channel price hikes, while consumer demand stays pr...
AI demand surges high-end MLCC shipments, prompting Japanese and Korean suppliers to shift consumer-grade capacity, creating gaps that Taiwanese and Chinese firms partially fill. Yet geopolitical risk...
Driven by government policy, China’s humanoid robot industry is moving toward standardization and use-case segmentation, focusing on three major technological pillars: embodied AI, motion control, and...
JEDEC-defined SPHBM4 frees HBM from the interposer, trading latency and power for cost and layout.
As global computing power expands, traditional cabling faces severe thermal and power bottlenecks. Emerging Micro LED CPO technology, with its micron-level size and ultra-low power consumption, has be...
