Spot checks at Shenzhen’s Huaqiangbei show distributors holding MLCC reels from
major manufacturers (Murata, Taiyo Yuden, Samsung Electro‑Mechanics, TDK) amid
active buyer enquiries. Dealers report a price surge since May concentrated in
high‑capacitance MLCCs—many quotes have roughly doubled versus May—and delivery
times have generally extended, notably for mid/low‑capacitance parts. A domestic
MLCC maker said price adjustments are following the market and that increases
are focused on the high end, with overall supply‑demand not yet at extreme
tightness.