IT之家 News on November 2: TrendForce issued a forecast on October 29, holding that under the influence of AI computing workloads shifting toward inference and agents, CPU demand has strengthened, driving a surge in demand for high-capacity MLCCs(IT之家 note: multilayer ceramic capacitors)demand is surging.
Driven by the ramp-up of new-generation high-spec AI computing platforms from upstream NVIDIA and AMD,the shortage of such MLCCs is expected to last until the first half of 2027. In addition, AI infrastructure is boosting the optical communications sector, and supply gaps have also emerged for optical transceiver module MLCCs.
Meanwhile, smartphone and laptop demand has shrunk due to price increases, leading ODMs to scale down order volumes, and spot prices for consumer-grade mid- and low-capacity MLCCs also fell 5% in the first 10 days of October.
The institution believes that suppliers still hold the主导 pricing power for high-end MLCCs.Japanese manufacturers are very likely to raise prices in the 2027Q1 contract negotiations launched this month, just as Samsung Electro-Mechanics has done.
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