TrendForce says AI-driven demand reallocation is accelerating a structural reshuffle in the MLCC industry. Major Japanese and Korean producers are reallocating volumes away from consumer segments toward AI-application supply, while mainland Chinese suppliers — after expanding international supply chains — have successfully entered MLCC validation processes at tier-1 OEMs including Dell, HP, Asus and Acer.

2026-09-24

TrendForce says AI-driven demand reallocation is accelerating a structural reshuffle in the MLCC industry. Major Japanese and Korean producers are reallocating volumes away from consumer segments toward AI-application supply, while mainland Chinese suppliers — after expanding international supply chains — have successfully entered MLCC validation processes at tier-1 OEMs including Dell, HP, Asus and Acer.