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[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
MurataTaiyo YudenSamsung Electro-MechanicsFenghua AdvancedChaozhou Three-Circle Group
shortageprice-hikesupply-tight

Source and time

Source: TrendForce · 6/24/2026 · View original source

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