NuAxiSemiconductor trade intelligence
Murata Automotive MLCCs Push Capacitance Limits for ADAS and Power Lines
What happened
Murata Manufacturing Co., Ltd. plans to decouple from China's rare earth supply within three years to mitigate supply chain risks. This strategic move is likely to increase production costs and tighten supply for MLCCs, creating a bullish outlook for the automotive component market.
Impact and signal
High impactImpact score: 75/100
Affected components and suppliers
MLCC
supply-chaincost-increaserare-earth
Source and time
Source: Passive Components EU · 4/8/2026 · View original source
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