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MLCC prices are rising so fast Chinese traders are updating quotes every 30 minutes
TrendForce reports that in Shenzhen’s Huaqiangbei market, traders are reportedly updating MLCC quotes every 30 minutes as demand from AI servers, AI ASICs and EVs collides with tight high-end supply
Consumer electronics are still weak, but AI hardware needs far more high-capacitance, high-reliability MLCCs
That is pulling capacity toward premium specs and away from lower-end parts
Some high-end MLCC prices have reportedly risen several times this year, with Japanese and Korean suppliers in the strongest position
The main companies involved are Murata, Samsung Electro-Mechanics, Taiyo Yuden, Yageo, Walsin Technology, Holy Stone and Kaimei