NuAxi Stream - Real-Time Semiconductor Intelligence

Sun, Apr 19

12:00Impact score 90
Murata Seen Setting Direction on MLCC Pricing as Demand Recovers. 📰 News Source: https://buff.ly/dxGLscK
Murata Manufacturing, the MLCC market leader, is expected to raise prices for high-end components in Q2 2024, signaling a broader industry pricing recovery. This move is driven by recovering demand from smartphone and automotive sectors, coupled with Murata's strategic focus on high-value products. Bullish: Murata's pricing action is a critical leading indicator for the entire passive component market, likely triggering a wave of price increases and tightening supply.
MLCCMurata ManufacturingTrendForce Official (Market Data)Price Movement

22:25Impact score 88
PC makers report surging prices across different components — increasing costs are going beyond memory chip and processors, now affecting PCBs, plastic materials, and more
PC supply chain managers report broad-based price increases and supply constraints extending beyond memory chips to PCBs, plastics, and resins, with PCB lead times stretching from six weeks to six months. The pressure stems from a combination of AI infrastructure demand, limited capacity, Chinese rare earth export controls, and geopolitical tensions. Bullish: This indicates sustained upward pressure on component costs across multiple non-core material categories, directly impacting procurement costs.
PCBPlastic MaterialsResinsBroadcom, STMicroelectronics and 5 totalTom's HardwarePrice Movement

17:00Impact score 90
RT NEWS: 🚨 Japanese #MLCC giant #Murata is reportedly moving forward with price hikes across four product categories, effective April 1. With memor...
Murata Manufacturing announced price hikes across four product categories effective April 1. Following rising costs in memory and logic chips, this signals a potential broader industry trend. Bullish for MLCC suppliers as costs are passed to customers.
MLCCMurata Manufacturing Co., Ltd.TrendForce Official (Market Data)Price Movement
05:52Impact score 95
[News] MLCC Giant Murata Reportedly Confirms April 1 Price Hike on Key Components
Murata Manufacturing confirms price hikes for MLCC and related components effective April 1, 2026, driven by surging demand in AI and EV sectors. Samsung Electro-Mechanics is also reportedly raising prices. This signals a bullish trend for high-end MLCC supply.
MLCCChip Ferrite BeadsFerrite Power InductorsMurata Manufacturing, Samsung Electro-MechanicsTrendForcePrice Movement

07:49Impact score 98
Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
Murata and TDK plan to raise inductor prices by over 100% in 2026, affecting ferrite beads and high-frequency inductors. This signals a new price-hike cycle for global passive components. Bullish: Prices are expected to surge significantly.
InductorsFerrite beadsHigh-frequency inductorsMurata Manufacturing, TDK CorporationDigiTimes AsiaPrice Movement

12:00Impact score 90
MLCC prices to climb as AI demand hits full capacity
MLCC prices are set to surge as Japanese and Korean manufacturers, including Samsung Electro-Mechanics and Murata, face full capacity utilization driven by AI data center demand. Samsung Electro-Mechanics is shifting its strategy from volume to pricing, while Murata has signaled potential price hikes as early as March 2026. Bullish: Direct price pressure from constrained supply and strategic manufacturer focus on margins.
MLCCSamsung Electro-Mechanics, Murata ManufacturingDigiTimes AsiaPrice Movement

18:00Impact score 90
RT NEWS: 🔥 #AI-driven pricing isn’t stopping at memory — #MLCCs are now joining the move. #Samsung Electro-Mechanics is reportedly weighing a dou...
Samsung Electro-Mechanics is reportedly considering a double-digit percentage price increase for MLCCs in April, with Murata also signaling potential hikes. This move extends AI-driven pricing dynamics from the memory sector into passive components. Bullish: Direct upward pressure on MLCC prices from major suppliers.
MLCCSamsung Electro-Mechanics, Murata ManufacturingTrendForce Official (Market Data)Price Movement
06:34Impact score 88
[News] Samsung Electro-Mechanics Reportedly Weighs Double-Digit MLCC Price Hike in April Amid AI Demand
Samsung Electro-Mechanics is reportedly planning a double-digit percentage price hike for its MLCCs starting in April, driven by strong AI server and EV demand. Market leader Murata Manufacturing has also signaled a potential price increase in March, with customer inquiries reportedly running at twice its supply capacity. Bullish: Direct price pressure on high-end MLCCs due to structural demand surge from AI infrastructure, though the broader market remains polarized.
MLCCSamsung Electro-Mechanics, Murata ManufacturingTrendForcePrice Movement

10:05Impact score 90
AI server MLCC orders double capacity; Murata considers price increase
Murata Manufacturing is considering price increases for high-end MLCCs used in AI servers as orders have doubled capacity, indicating severe supply-demand imbalance. The surge is driven by explosive demand from AI server builds, outstripping the specialized production capacity for these components. Bullish: Direct upward pressure on MLCC pricing and potential allocation tightening for procurement.
MLCCMurata Manufacturing Co.DigiTimes AsiaPrice Movement