NuAxiSemiconductor trade intelligence

👀 Decoupling accelerates—#Murata reportedly plans to separate #China rare earth operations within 3 years to mitigate geopolitical risk. The compa...

What happened

Murata plans to separate its China rare earth operations within 3 years to mitigate geopolitical risk. As the supplier of ~40% of global MLCCs, this strategic move aims to optimize supply chain resilience. Traders should monitor potential shifts in supply risk and pricing implications.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

MLCC

Murata Manufacturing Co., Ltd.

supply-chaingeopoliticalrisk

Source and time

Source: TrendForce Official (Market Data) · 3/19/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

RT NEWS: 🚨 Japanese #MLCC giant #Murata is reportedly moving forward with price hikes across four product categories, effective April 1. With memor...TrendForce Official (Market Data) · 3/17/2026
Murata Automotive MLCCs Push Capacitance Limits for ADAS and Power LinesPassive Components EU · 4/8/2026
Murata completes new MLCC production building in JapanEvertiq · 4/7/2026
AI server boom strains tantalum capacitors; MLCC substitution falls shortDigiTimes Asia · 3/2/2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressureDigiTimes Asia · 4/20/2026
Passive components: no longer an afterthoughtElectronics Sourcing · 9/1/2026

👀 Decoupling accelerates—#Murata reportedly plans to separate #China rare earth operations within 3 years to mitigate geopolitical risk. The compa...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings