Taiyo Yuden, Murata, and TDK Electronics all rose; MLCC just needs to wait for the suppression of market sentiment to be lifted

English summary

### Taiyo Yuden, Murata, and TDK Electronics all rose; MLCC just needs to wait for the suppression of market sentiment to be lifted Time: 2026-07-30 11:01:31 Content: The global AI computing power demand explosion drives supply-demand tightness for high-end MLCCs. With the large-scale ramp-up of AI servers and new energy vehicles, global demand for high-end high-capacity MLCCs has seen a structural explosion. The MLCC usage per server for leaders like NVIDIA has increased to 30,000 pieces, and the Rubin new platform's usage increase reached 40%, leading to persistent insufficient supply in the supply chain. Morgan Stanley and Goldman Sachs statistics show that AI-related MLCC has a compound annual growth rate as high as 80%, and original factories are at full capacity, prioritizing supply to AI and automotive-grade key customers, with lead times extended to 16-24 weeks. Leading original manufacturers from Japan, South Korea, and Taiwan are actively raising prices, and price increase notices have been implemented. Samsung Electro-Mechanics clearly notified: from August 1, 2026, MLCC shipment prices will be uniformly increased by 30%, covering all undelivered orders. Taiyo Yuden: price increase from September 1, covering both existing and new customers, following the rise in raw material costs. …