NuAxiSemiconductor trade intelligence
Order data highlights this shifting dynamic, as the BB ratios of major Japanese and South Korean MLCC suppliers have been climbing steadily since Apri...
What happened
Major Japanese and Korean MLCC suppliers have seen BB ratios exceed 1.0 since April, with Taiyo Yuden's order intake hitting a 5-year high of 100 billion yen in Q1 2026. As supply expansion lags behind surging demand from NVIDIA and CSP ASICs in the second half of the year, a major structural shortage is looming for Q4 2026.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
MLCC
shortageprice-hikecapacity-constraint
Source and time
Source: TrendForce Official (Market Data) · 6/26/2026 · View original source
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