MLCC

Headlines · 2

1. 3d
   AI inference demand strains high-capacity MLCC supply

   TechNews, citing TrendForce research, says the shift from model training to inference and AI agents is increasing demand for CPUs, DDR5 memory and high-capacity MLCCs. ODM expectations cited in the report point to the tightest high-end MLCC supply in the first and second quarters of 2027, while TrendForce expects the shortage and supplier pricing power to persist through the first half of that year. Murata executives said current production capacity is insufficient and that new capacity could open only after 2028.

   科技新报 · 🔥 0
2. Oct 8
   Murata unit to invest ¥9bn in MLCC ceramic material line on AI demand

   Nikkei reported that Okayama Murata Manufacturing, a subsidiary of Murata Manufacturing, will invest about 9 billion yen to add a production line for the ceramic materials used in MLCCs and other electronic components, with construction starting in October 2026 and output due in April 2028. The report said MLCC demand is growing rapidly, led by AI servers in data centres. Okayama Murata did not disclose how much capacity the new line will add; Murata's Izumo subsidiary completed a new MLCC plant this spring and is also strengthening raw-material supply.

   科技新报 · 🔥 0

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