Jukan @ICML (@jukan05) “>> TrendForce: Expansion of high-end demand and preemptive inventory build-up in” — TopicDigg

>> 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.