Murata, Samsung Electro-Mechanics, Taiyo Yuden MLCC Shipments Hit Five-Year Monthly High in June 2026
In June 2026, MLCC shipments from Murata, Samsung Electro-Mechanics, and Taiyo Yuden reached a five-year monthly high, driven by AI demand. The shift of consumer-grade X5R capacity to AI-grade X6S/X7R squeezed supply of mid-to-high capacitance MLCCs (1uF-22uF), pushing inventory below 30 days for mainstream parts. Distributors raised prices by 20% to 25%, while spot prices surged to two to three times normal levels, creating a market with weak end demand but strong channel pricing.
In June 2026, MLCC shipments from the three major Japanese and Korean manufacturers—Murata, Samsung Electro-Mechanics, and Taiyo Yuden—reached a five-year monthly high, with AI demand driving the increase. The Japanese and Korean makers are accelerating the shift of consumer-grade X5R capacity to AI-grade X6S/X7R high-end specifications, squeezing production of consumer-grade mid-to-high capacitance MLCCs (1uF-22uF). Inventory levels for mainstream part numbers have generally fallen below 30 days.
Under this crowding-out effect, rush orders from channels, distributors, and Tier 2/3 customers have surged, and the order spillover effect continues to expand. Order visibility for other manufacturers has improved markedly, and quoted prices have risen in tandem. Distributors that had pre-stocked inventory raised product prices by an average of 20% to 25%, while spot market prices increased to two to three times their original levels. The overall consumer-grade MLCC market is characterized by weak end demand but strong channel pricing.
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