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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
MurataTaiyo YudenSEMCO
shortageprice-hikecapacity-constraint

Source and time

Source: TrendForce Official (Market Data) · 6/26/2026 · View original source

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