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[News] MLCC Giant Murata Reportedly to Decouple China Rare Earth Supply in 3 Years as Risks Rise
What happened
Murata Manufacturing plans to decouple its China-based rare earth supply chain over three years to mitigate geopolitical risks, as China's export restrictions on critical minerals intensify. The company, which holds ~40% global MLCC share, is evaluating non-China sources but notes full replacement may not be feasible. 利多: Long-term supply chain diversification could stabilize MLCC supply; 利空: Near-term transition costs and material qualification risks may pressure margins.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
MLCC
supply-chain-shiftgeopolitical-riskrare-earths
Source and time
Source: TrendForce · 3/18/2026 · View original source
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