AI용 고사양 MLCC 수요 급증에 일본·한국 업체 BB비율 팬데믹 이후 최고… 하반기 공급난 우려 커져: TrendForce

AI server platform upgrades and custom ASIC production are driving strong demand for high-end MLCCs, with major Japanese and Korean suppliers (Murata, Samsung Electro-Mechanics, Taiyo Yuden) reaching post-pandemic peak book-to-bill ratios of 1.25-1.31. However, supply is becoming concentrated on AI chips, creating potential shortages in consumer and automotive markets in the second half of 2026. Chinese distributors have already raised MLCC prices by 15-25%, while Apple and automotive ODMs are accelerating inventory procurement.