MLCC Surges Across the Board! Which of 9 Companies Eat Meat and Which Drink Soup?

English summary

### MLCC Surges Across the Board! Which of 9 Companies Eat Meat and Which Drink Soup?

Time: 2026-07-31 15:58:07

Content: Samsung Electro-Mechanics raises prices by 30% from August, and Taiyo Yuden follows in September | The industry believes a super cycle has started. A single price increase notice detonated the entire sector. On July 31, the MLCC sector exploded across the board. Shuangxing New Material hit two consecutive limit-ups, Lihexing hit the 20cm limit-up, Sanhuan Group rose over 6% that day, and Sidike rose over 10%. The trigger was a notice from Samsung Electro-Mechanics: from August, all MLCC product prices will increase by 30%. Then Japan's Taiyo Yuden announced it would follow suit from September 1. Both cited "sharp increases in raw material and auxiliary material prices". But this is only the surface reason. A more explosive judgment circulating in the industry is that the multi-year loose supply cycle for MLCC has come to an end. The surge in high-end MLCC demand driven by the AI industry boom is dragging the entire industry into an era of scarcity where "even paying more cannot guarantee timely delivery". In short: the MLCC super cycle may have just begun. …