1.Why does MLCC price increase in 2026
1.1 Now most people think that AI server is the key reason of the increase. People in the industry think that under the current MLCC Price Trend, the MLCC amount of the single AI server can reach 15,000 and 25,000, which is 10 times the size of the previous ordinary server. And in the new generation computing power platform of NVIDIA, the high capacity MLCCs accompanying a single GPU has increased from 200 to nearly 5,000. The manufacturers such as Murata, Samsung Electro-Mechanics, and Sun Electric, whose shifting murata mlcc price and allocation policies dominate market supply, have reserved over 90% of their production capacity for their overseas AI and automotive-grade major customers. From May, they have successively suspended the orders for some general and industrial-grade high-capacity products. Chinese manufacturers (including Taiwan manufactures) have reflected obvious price growth by extending delivery times and prioritizing the delivery of high-priced orders. The supply of high capacity products has been continuously tightened.
1.2 it is the shortage of capacity.
Due to the long tough period of MLCC under the ongoing MLCC Price Trend, there haven’t any production increase in the industry from 2024 to 2025. And high capacity MLCC production cycle is at least 12 months, even more than 18 months. So once there is a serious shortage of goods, the market sees obvious mlcc price increase and prices jump sharply immediately.
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