Guolian Minsheng released an update on the MLCC industry, noting a first round of price increases from May to July and expecting a new round in late October to November 2026, with high-capacitance MLCC prices rising at least 50% and general specs 10-30%. The broker also highlighted surging demand from non-GPU platforms like Google TPU and AWS ASIC, which is tightening supply for high-capacitance, high-voltage, and large-size MLCCs.
Guolian Minsheng remains bullish on the MLCC sector, recommending high-end Chinese manufacturers Sanhuan, Fenghua, Torch, and Hongda Electronics amid new price increases and AI demand.
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