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@jukan05: >> TrendForce: Expansion of high-end demand and preemptive inventory build-up in consumer channels could drive an MLCC price rebound • Acco...

@jukan05 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-18T06:24 抓取：2026-05-18 16:05
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行业 AI 半导体 动态
摘要

TrendForce最新研究指出，高端MLCC因AI芯片需求强劲而供需趋紧，消费级MLCC供应也承压，部分分销商开始预防性补库，供应商提价。ODM与供应商的谈判显示，MLCC整体价格平均跌幅降至近三年最低，预示定价周期进入可能反弹的关键阶段。

客观事实
  • 高端MLCC因AI芯片需求强劲而供需趋紧
  • 部分分销商开始预防性补库，供应商提价
  • MLCC整体价格平均跌幅降至近三年最低
TrendForce MLCC AI芯片 分销商 供应商 ODM

原文

>> TrendForce: Expansion of high-end demand and preemptive inventory build-up in consumer channels could drive an MLCC price rebound

• According to TrendForce’s latest research, strong AI chip demand is tightening supply-demand conditions for high-end MLCCs, while supply of consumer-grade MLCCs is also coming under pressure. As a result, some distributors have begun precautionary inventory build-up, and suppliers are responding with price hikes.

• Recent price negotiations between ODMs and suppliers also show that the average decline in overall MLCC prices has reached its lowest level in the past three years. TrendForce analyzes this as evidence that the MLCC pricing cycle has entered a critical phase ahead of a potential rebound.

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