The MLCC market has entered a K‑shaped recovery: strategic segments (AI servers, 800V EVs, automotive) face severe supply tightness, triple‑digit spot price surges, and lead times beyond 20 weeks, while standard consumer‑grade MLCCs remain stable.
Between January and June 2026, spot market data collected from verified transactions reveals extreme polarization:
Only selected examples. The full brief contains dozens of part‑number level price changes.
Multiple manufacturers have adjusted pricing and capacity allocation in Q2 2026:
| Manufacturer | Effective Date | Price Change | Products Affected |
| MLCC spot market | Recent | 10%-20% | High-capacitance, automotive-grade and industrial-grade MLCC products. |
| Murata | 1 Apr | +15–35% | AI server & high‑end automotive MLCCs |
| Taiyo Yuden | 1 May | N/A | MLCC, inductors, ferrite beads, ceramic RF components, FBAR/SAW devices and aluminium capacitors. |
| AVX | 22 Feb | 12%-20% | Specialty ceramics, tantalum capacitors and connectors. |
| Walsin Technology | 16 Jan & 1 Feb | 15%-20%; 20%-25% | Thermistor and varistors |
| Fenghua Advanced Technology | 1 Jan | N/A | Capacitors, inductors and passive component product lines. |
| Xiamen Hongfa Electroacoustic | 1 Jan | 5%-15% | Relays, connectors, capacitors and related products. |
The data shared here is only a glimpse. The complete client brief includes:
✔️ Full Samsung & Murata part‑number tables (price changes & time periods)
✔️ Lead‑time heatmap (AI/auto vs. consumer segments)
✔️ Manufacturer list price vs. spot markup chart
✔️ Risk analysis & buyer recommendations
✅ For additional sourcing support or learn more, feel free to reach out at:
📧 marketing@brioccan.com
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