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On May 18, data from TrendForce's latest market survey revealed that the soaring demand for AI chips has created a supply-demand imbalance, particularly for high-end MLCCs (Multilayer Ceramic Chip Capacitors). This surge in demand has not only tightened the availability of high-end MLCCs but has also put pressure on the supply of consumer-grade MLCCs. In response to these market dynamics, some distributors have proactively begun stockpiling inventory as a precautionary measure, compelling suppliers to adjust their pricing strategies accordingly. Recent negotiations between ODMs (Original Design Manufacturers) and suppliers have shown that the average price drop of MLCCs has reached its shallowest point in nearly three years. This trend strongly suggests that the MLCC price cycle is now at a critical juncture, poised for a rebound.
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