Search results for MLCC
Industry
MLCC shortage stretches lead times to 24 weeks
Supply lead times for multilayer ceramic capacitors (MLCC) have stretched to as long as 24 weeks, about three times the production lead time of around 8 weeks, as utilisation rates at Murata and Samsung Electro-Mechanics stay in the 90 percent range. Broker iM Securities estimates first-quarter utilisation at 92 percent and 95 percent, respectively. Distributors in Taiwan cite longer lead times and low inventories, while production shifts toward AI server MLCC are pushing general-purpose orders to second-tier suppliers.
Industry
After AI chips, robots give components makers a double tailwind
Samsung Electro-Mechanics and LG Innotek have entered a new beneficiary phase in robotics, following AI server demand. Brokerages raised target prices for Samsung Electro-Mechanics and forecast its 2027 operating profit to exceed 2 trillion won, citing expectations of higher MLCC prices. LG Innotek is also expected to beat first-quarter profit forecasts as robot camera module supply expands. Both firms are seen shifting structurally toward B2B demand from data centres and robotics.
Industry
Japan\'s MLCC industry hit by China\'s minerals weaponisation, Samsung Electro-Mechanics emerges as alternative
China’s controls on rare earth exports are adding pressure to Japan’s MLCC sector and accelerating a global supply-chain reshuffle. Japanese makers such as Murata and TDK, which rely heavily on China for key MLCC materials, face rising sourcing risks despite efforts to reduce dependence. Samsung Electro-Mechanics is being seen as a major alternative supplier of high-capacity and automotive MLCCs. Analysts also point to improving profitability and a stronger share-price trend.
