Japan / Korea / Taiwan · Chips & Networking
MLCC & Passive Components
An AI server board uses many times the capacitors of a normal server, and the high-capacitance, high-temperature parts come mainly from Murata and Samsung Electro-Mechanics.
Ceramic powder→MLCC→Board→Server
62
Tightness score ⓘ
#33 of 56
▲ Tightening
Lead time
3–6 mo
Theme 1M
−7.5%% in uptrend
17%Metric to watch
MLCC lead times and prices, and AI share of Murata/SEMCO/Yageo sales.
What would prove us wrong
Weakens if lead times stay flat while AI server builds keep rising.
MLCC theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| 6981.T Murata Manufacturing |
Largest MLCC maker; high-cap parts for AI servers | TSE Japan |
¥6,358.0 | −7.72% | −19.0% | −10.7% | +98.6% | −47.9% | 2026-10-30 | |
| 009150.KS Samsung Electro-Mechanics |
MLCCs and FC-BGA substrates | KRX Korea |
₩1,196,000 | −7.50% | −21.7% | +7.4% | +369.0% | −47.3% | 2027-01-21 | |
| 6976.T Taiyo Yuden |
MLCCs and inductors | TSE Japan |
¥8,553.0 | −7.34% | −8.3% | −16.4% | +145.5% | −62.1% | 2026-11-05 | |
| 6762.T TDK |
Passive components, MLCCs and power supplies | TSE Japan |
¥2,572.0 | −7.22% | −13.7% | −11.5% | +18.2% | −37.0% | 2026-10-30 | |
| 2327.TW Yageo |
Capacitors and resistors (incl. KEMET) | TWSE Taiwan |
NT$502.0 | −7.55% | −8.4% | −1.0% | +118.9% | −56.0% | 2026-10-29 | |
| 2492.TW Walsin Technology |
MLCCs and passives | TWSE Taiwan |
NT$381.0 | −9.93% | +26.2% | +72.8% | +227.4% | −37.9% | 2026-11-01 |
Recent headlines
Auto-updated- Japan's Murata to invest $6.3bn in capacitor production for AI over 5 yearsNikkei Asia · 3h ago
- Samsung Electro-Mechanics bags $659 million AI server supply dealSammy Fans · 7h ago
- “Pushing Ahead With Mass Production at 20–30% Yields”: China’s CXMT Takes On HBM3E, but Samsung-Style Yield Improvements Will Be Difficulthttps://economy.ac/ · 12h ago
- Samsung Electro-Mechanics Secures $610 Million AI Server MLCC Deal, Strengthening Long-Term Growth ProspectsKorea IT Times · 14h ago
- Samsung Electro-Mechanics wins 879.3 bln-won AI server capacitor supply dealYonhap News Agency · 14h ago
- Samsung Electro-Mechanics AI Contracts Surpass 5 Trillion Won조선일보 · 14h ago