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[News] Samsung Electro-Mechanics Reportedly Weighs Double-Digit MLCC Price Hike in April Amid AI Demand
What happened
Samsung Electro-Mechanics is reportedly planning a double-digit percentage price hike for its MLCCs starting in April, driven by strong AI server and EV demand. Market leader Murata Manufacturing has also signaled a potential price increase in March, with customer inquiries reportedly running at twice its supply capacity. Bullish: Direct price pressure on high-end MLCCs due to structural demand surge from AI infrastructure, though the broader market remains polarized.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
MLCC
Samsung Electro-MechanicsMurata Manufacturing
price-hikeshortageAI-serverhigh-end
Source and time
Source: TrendForce · 2/23/2026 · View original source
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