Price Increase 30%! Two MLCC Giants Issue Price Hike Notices: 'Customers Can't Get Goods on Time Even with More Money'

English summary

### Price Increase 30%! Two MLCC Giants Issue Price Hike Notices: 'Customers Can't Get Goods on Time Even with More Money'

Time: 2026-07-29 23:33:47

Content: Capacity crunch coupled with rising raw material costs has led Japan and South Korea's two major MLCC suppliers to start a new round of price hikes. According to South Korea's Chosun Ilbo today, Samsung Electro-Mechanics recently notified its sales partners that from August 1, MLCC product shipment prices will be uniformly increased by 30% on top of current levels. The root cause of the price hike is the surge in demand for high-end MLCCs driven by AI. Samsung Electro-Mechanics stated in the notice, "Over the past few months, the global electronics industry has seen structural demand growth. Despite continuous improvements in production efficiency and expansion of production lines, the supply chain pressure has exceeded a tolerable level." Prior to this, Samsung Electro-Mechanics had secured multiple MLCC supply contracts: on July 23, the company announced it had signed a $200 million AI server MLCC supply contract with a global large enterprise, covering the full year 2027; …