NuAxiSemiconductor trade intelligence

TrendForce: MLCC Book-to-Bill Ratios Reaching Post-pandemic Highs

What happened

TrendForce reports MLCC book-to-bill ratios have hit post-pandemic highs, driven by accelerating AI server platform upgrades. This indicates strong demand for high-end MLCCs. Bullish: Expect supply constraints and potential price increases.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

MLCC

shortagedemand-surgebook-to-bill

Source and time

Source: EE Times Asia · 7/8/2026 · View original source

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TrendForce: MLCC Book-to-Bill Ratios Reaching Post-pandemic Highs

What happened

Impact and signal

Affected components and suppliers

Source and time

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