NuAxiSemiconductor trade intelligence
MLCC prices to climb as AI demand hits full capacity
What happened
MLCC prices are set to surge as Japanese and Korean manufacturers, including Samsung Electro-Mechanics and Murata, face full capacity utilization driven by AI data center demand. Samsung Electro-Mechanics is shifting its strategy from volume to pricing, while Murata has signaled potential price hikes as early as March 2026. Bullish: Direct price pressure from constrained supply and strategic manufacturer focus on margins.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
MLCC
Samsung Electro-MechanicsMurata Manufacturing
price-hikeshortagecapacity-constrainedAI-demand
Source and time
Source: DigiTimes Asia · 2/24/2026 · View original source
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