According to a research report released by Open Source Securities, the global original factory price increase will continue throughout 2026, and the shortage of supply and demand in the MLCC industry will continue to deepen. This wave of MLCC price increases, in addition to relieving cost pressure from the original manufacturer's favorable price, is also a decision of the original manufacturer to actively suppress medium- and low-capacity orders and free up production capacity to guarantee high-end supply in the face of a high demand for high-capacity and ultra-high-capacity AI servers through price increases. Domestic original manufacturers may see price increases in Q3, and the MLCC industry is expected to maintain a high level of prosperity for a long time. Overall, the widening gap between supply and demand clearly resonates with expectations of price increases, which is expected to drive the MLCC industry chain at home and abroad into a booming development channel of “sharp rise in volume and price”.

According to a research report released by Open Source Securities, the global original factory price increase will continue throughout 2026, and the shortage of supply and demand in the MLCC industry will continue to deepen. This wave of MLCC price increases, in addition to relieving cost pressure from the original manufacturer's favorable price, is also a decision of the original manufacturer to actively suppress medium- and low-capacity orders and free up production capacity to guarantee high-end supply in the face of a high demand for high-capacity and ultra-high-capacity AI servers through price increases. Domestic original manufacturers may see price increases in Q3, and the MLCC industry is expected to maintain a high level of prosperity for a long time. Overall, the widening gap between supply and demand clearly resonates with expectations of price increases, which is expected to drive the MLCC industry chain at home and abroad into a booming development channel of “sharp rise in volume and price”.