NuAxiSemiconductor trade intelligence

Demand for high-end MLCCs used in AI servers and other advanced applications remains robust. Utilization rates for premium production lines are high, ...

What happened

Demand for high-end MLCCs in AI servers remains robust, with premium lines at high utilization. However, overall MLCC capacity is underutilized due to weak consumer demand, creating a polarized market. Neutral: Leading suppliers are prioritizing price stabilization over initiating a broad price-up cycle.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

MLCC

Murata Manufacturing Co., Ltd.

market-polarizationprice-stabilizationai-demand

Source and time

Source: TrendForce Official (Market Data) · 2/23/2026 · View original source

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Demand for high-end MLCCs used in AI servers and other advanced applications remains robust. Utilization rates for premium production lines are high, ...

What happened

Impact and signal

Affected components and suppliers

Source and time

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