#mlcc
mlcc
4,214 views
12 Discussing
Hot
Latest
🔥 MLCC has just entered a new pricing cycle.
Samsung Electro-Mechanics has become the first company to raise MLCC quotes for OEM/ODM customers in Q4 2026, according to the latest research from TrendForce.
The expected increase is quite substantial:
• X5R consumer: +25% to +30%
• X6S for AI servers: +10% to +20%
The reason lies in the AI story unfolding right now: demand from AI servers and data centers is pulling more of the high-end MLCC capacity, tightening supply for other product categories. TrendForce previously also warned that high-end MLCC demand is surging alongside newer GPU generations and AI systems.
What I notice most is that Samsung raised prices first, while Murata, Taiyo Yuden, and Kyocera are still holding their prices.
If the Japanese makers also start increasing, this could be a clearer sign that MLCC is entering a new price-up cycle—and that AI hardware costs may continue to spread to other electronic devices.
AI doesn’t just need GPUs.
It needs capacitors too. And apparently, they're getting expensive. 💀
Do you think this is only the beginning of a component price hike, or will manufacturers soon increase output to cool down the market?
#Aİ #MLCC #Samsung #Semiconductor #tech
Samsung Electro-Mechanics has become the first company to raise MLCC quotes for OEM/ODM customers in Q4 2026, according to the latest research from TrendForce.
The expected increase is quite substantial:
• X5R consumer: +25% to +30%
• X6S for AI servers: +10% to +20%
The reason lies in the AI story unfolding right now: demand from AI servers and data centers is pulling more of the high-end MLCC capacity, tightening supply for other product categories. TrendForce previously also warned that high-end MLCC demand is surging alongside newer GPU generations and AI systems.
What I notice most is that Samsung raised prices first, while Murata, Taiyo Yuden, and Kyocera are still holding their prices.
If the Japanese makers also start increasing, this could be a clearer sign that MLCC is entering a new price-up cycle—and that AI hardware costs may continue to spread to other electronic devices.
AI doesn’t just need GPUs.
It needs capacitors too. And apparently, they're getting expensive. 💀
Do you think this is only the beginning of a component price hike, or will manufacturers soon increase output to cool down the market?
#Aİ #MLCC #Samsung #Semiconductor #tech
🦈 $TYU : AI BOTTLENECK HITS MLCCs — SMART MONEY DOUBLES DOWN 💥
Entry: 9,797 ⚡
The AI trade is no longer just about GPUs and memory — it's now embedded in the smallest capacitors on the board. Taiyo Yuden's MLCC shipments hit a five-year high, but the stock sits 44% below where top-tier institutional capital loaded up. 📊 That divergence is the kind of inefficiency smart money loves to exploit.
Leopold's fund holds 5.99% and just added more — not a paper exit, a conviction add. With consumer-grade inventory below 30 days and channel prices soaring, the scarcity trade is spreading. 💡 This is a story of supply rotation, not demand destruction. Is this the liquidity trap before the reversal, or are you waiting for a cleaner confirmation? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #TYU #MLCC #AI #SmartMoney
🔥 🦈
Entry: 9,797 ⚡
The AI trade is no longer just about GPUs and memory — it's now embedded in the smallest capacitors on the board. Taiyo Yuden's MLCC shipments hit a five-year high, but the stock sits 44% below where top-tier institutional capital loaded up. 📊 That divergence is the kind of inefficiency smart money loves to exploit.
Leopold's fund holds 5.99% and just added more — not a paper exit, a conviction add. With consumer-grade inventory below 30 days and channel prices soaring, the scarcity trade is spreading. 💡 This is a story of supply rotation, not demand destruction. Is this the liquidity trap before the reversal, or are you waiting for a cleaner confirmation? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #TYU #MLCC #AI #SmartMoney
🔥 🦈
💥 MLCC SUPPLY CRUNCH: $YAGEO SELLING AT 300% PREMIUM AS AI DEMAND EXPLODES 🦈
The passive component market just flipped from a buyer's market to an auction block. 📊 MLCC lead times are stretching to 12-16 months while Yageo's utilization rate climbs past 90% — that's textbook pricing power printing before your eyes.
Here's the non-obvious part: AI customers are signing 6-month to multi-year capacity agreements just to guarantee supply. 💡 That's institutional money locking in raw materials the way whales accumulate early positions. Meanwhile, smaller buyers are paying 2-3x spot prices just to stay in the game. 🔍
💬 When suppliers control the clock, who wins the waiting game — the long-term contract holders or the premium payers? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MLCC #AI #SupplyChain #YAGEO #Manufacturing
🦈 💎
The passive component market just flipped from a buyer's market to an auction block. 📊 MLCC lead times are stretching to 12-16 months while Yageo's utilization rate climbs past 90% — that's textbook pricing power printing before your eyes.
Here's the non-obvious part: AI customers are signing 6-month to multi-year capacity agreements just to guarantee supply. 💡 That's institutional money locking in raw materials the way whales accumulate early positions. Meanwhile, smaller buyers are paying 2-3x spot prices just to stay in the game. 🔍
💬 When suppliers control the clock, who wins the waiting game — the long-term contract holders or the premium payers? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MLCC #AI #SupplyChain #YAGEO #Manufacturing
🦈 💎
🚀 Tech BOOM! 🇨🇳 MLCC STOCKS IN CHINA SOAR DUE TO GOLDMAN SACHS' AI BOOM 📈
Asian market is on a buying spree! 💥 MLCC (multilayer ceramic capacitors) stocks in China's A-Share market have skyrocketed, pushing several tech companies to their daily profit limits. 🏛️💻
📌 The essentials at a glance:
The AI Engine: According to Jin10, a Goldman Sachs report revealed that MLCCs are the third most expensive component in AI servers, just behind GPUs and memory. 🧠📊
Winners of the Day: Key players like Double Star New Materials, Dongcai Technology, and Fenghua Advanced Technology halted their upward quotes after hitting the allowed daily limit. 📈🔥
Domino Effect: Firms like Boqian New Materials surged over 8%, dragging sector giants like Sanhuan Group into the green. 💸⏳
#MLCC #GoldmanSachs #InteligenciaArtificial #StocksNews #BinanceSquare
👇 Track the price action live and market movements down here:
$BTC
$BNB
Asian market is on a buying spree! 💥 MLCC (multilayer ceramic capacitors) stocks in China's A-Share market have skyrocketed, pushing several tech companies to their daily profit limits. 🏛️💻
📌 The essentials at a glance:
The AI Engine: According to Jin10, a Goldman Sachs report revealed that MLCCs are the third most expensive component in AI servers, just behind GPUs and memory. 🧠📊
Winners of the Day: Key players like Double Star New Materials, Dongcai Technology, and Fenghua Advanced Technology halted their upward quotes after hitting the allowed daily limit. 📈🔥
Domino Effect: Firms like Boqian New Materials surged over 8%, dragging sector giants like Sanhuan Group into the green. 💸⏳
#MLCC #GoldmanSachs #InteligenciaArtificial #StocksNews #BinanceSquare
👇 Track the price action live and market movements down here:
$BTC
$BNB
SAMSUNG ELECTRONICS SECURES MEGA AI MLCC CONTRACT WORTH 500 BILLION WON 🔥
Entry: Not provided
Target: Not provided
Stop Loss: Not provided
Samsung just locked in a supply deal for AI server MLCCs — each unit requires 15,000 to 25,000 components, over ten times more than a smartphone and priced three times higher. That contract alone is worth 10% of last year's components division revenue. On top of that, the glass substrate JV with Sumitomo Chemical signals a long-term play on next-gen AI packaging.
The market often overlooks hardware supply chain catalysts until the volume spike hits. Are you watching the industrial side of AI infrastructure?
Not financial advice. Always manage your risk.
#Samsung #MLCC #AISupplyChain #Semiconductors #Infrastructure
🔥
Entry: Not provided
Target: Not provided
Stop Loss: Not provided
Samsung just locked in a supply deal for AI server MLCCs — each unit requires 15,000 to 25,000 components, over ten times more than a smartphone and priced three times higher. That contract alone is worth 10% of last year's components division revenue. On top of that, the glass substrate JV with Sumitomo Chemical signals a long-term play on next-gen AI packaging.
The market often overlooks hardware supply chain catalysts until the volume spike hits. Are you watching the industrial side of AI infrastructure?
Not financial advice. Always manage your risk.
#Samsung #MLCC #AISupplyChain #Semiconductors #Infrastructure
🔥
Log in to explore more content