TrendForce says Samsung Electro-Mechanics has begun raising Q4 2026 OEM/ODM
prices, signaling an upcycle in the MLCC industry. TrendForce estimates Samsung
will lift average prices for consumer-grade X5R MLCCs to OEM/ODM customers by
25–30% to curb order intake and free capacity for high-end line expansion.
High-end X6S parts for AI servers will see customer-dependent increases
averaging 10–20%. Japanese peers Murata, Taiyo Yuden and Kyocera are holding
prices steady; whether they follow will determine how widely the price upswing
spreads.