MLCC

Components

Component breakdown

Confidence is a data-quality/consistency score, not a probability.

Invalidation: Re-evaluate only after NPI price confirmation returns and stays aligned for two weeks.

Evidence

Evidence

• 2026-11-07
  洛图科技预测12月55英寸及以上电视面板或率先涨价2-5美元，85英寸涨幅最大（+5美元），主因成本上涨与面板厂减产而非需求回暖快科技 · impact 95
• 2026-11-05
  TrendForce展望2027年：晶圆代工营收预计同比增长超30%，先进制程、先进封装与8英寸厂带动大范围涨价；DRAM位元供给增速预计放缓至24%，供给预计维持紧张TrendForce Official (Market Data) · impact 62
• 2026-11-03
  松下工业计划投资约92亿日元扩大AI相关产能：MEGTRON PCB材料、SP-Cap聚合物电容器及封装材料研发Evertiq · impact 62
• 2026-11-02
  TrendForce：村田1万亿日元扩产要到2028财年才能满产，2027年供应增长依赖现有设施，高端MLCC短缺料贯穿2027年TrendForce Official (Market Data) · impact 62
• 2026-11-02
  村田宣布2026财年至2030财年五年内向MLCC投资约1万亿日元以扩充产能The Elec · impact 62
• 2026-W18
  NPI 2026-W18 · +54.0%NuAxi NPI · stale

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