The accelerating development of AI is driving demand for semiconductors, extending from AI chips to a broader range of fields. Recently, the passive components market has shown signs of a comprehensive price hike, with Japan's passive components giant Murata initiating internal discussions on raising prices for MLCCs (Multilayer Ceramic Chip Capacitors). Previously, driven by rising raw material costs and increased demand from the AI and automotive industries, passive components such as MLCCs, resistors, inductors, tantalum capacitors, and beads have undergone multiple rounds of price increases from the second half of 2025 to February 2026, with price hikes generally ranging from 5% to 30%. According to distributors, the current surge in demand, compounded by rising raw material costs, marks just the beginning of the price hike trend for passive components. Murata's move to raise MLCC prices not only confirms the strong demand in the AI sector and the high Prosperity level (prosperity) of the high-end passive components market but will also prompt the elimination of low-end MLCC production capacity, thereby driving a comprehensive price hike in the passive components market.
