Union Consultation: High-end demand expansion, consumer channel hoarding warming up is expected to catalyze MLCC price reversal.

Wisdom Finance APP learned that, according to the latest survey by TrendForce, the strong demand for AI chips has led to a shortage of high-end MLCC supply and demand, squeezing consumer MLCC supply, prompting some distributors to engage in preventive hoarding, and suppliers responding with price adjustments. Recent negotiations between ODMs and suppliers also show that the overall average price drop for MLCC has hit a new low in nearly three years, indicating that the MLCC price cycle has reached a key point of reversal and is now turning upwards.