NuAxiSemiconductor trade intelligence
[News] MLCC Turns From Electronic Rice Into a Gold-Like Rally, With Quotes Reportedly Updating Every 30 Minutes
What happened
MLCC spot prices surged 15%-20% broadly, with high-capacitance parts for AI servers up 50%-60%, while lead times extended to 4 months due to global supply constraints.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
MLCC
shortageprice-hikesupply-tight
Source and time
Source: TrendForce · 6/24/2026 · View original source
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