India, Aug. 6 -- According to TrendForce's latest MLCC industry survey, robust AI demand drove June 2026 shipments from the top three Japanese and Korean suppliers-Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden-to a five-year monthly high.

Concurrently, a sustained spillover of consumer-grade MLCC orders is benefiting distribution channels and suppliers in Taiwan and mainland China, thereby driving up their quotes.

Several key factors are currently shaping market demand. Geopolitical tensions between the US and Iran have reignited concerns over oil prices and inflation, offsetting the optimism generated by a cooling US CPI in June. In the consumer electronics sector, Apple's recent price hikes for MacBooks and iPads indicate...