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
−7.9%% 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 |
¥6,201.0 | −1.18% | −20.4% | −25.1% | +93.7% | −49.2% | 2026-10-30 | |
| 009150.KS Samsung Electro-Mechanics |
MLCCs and FC-BGA substrates | KRX Korea |
₩1,118,000 | −0.36% | −21.8% | −16.9% | +338.4% | −50.8% | 2026-10-29 | |
| 6976.T Taiyo Yuden |
MLCCs and inductors | TSE Japan |
¥8,572.0 | +2.49% | −3.6% | −31.3% | +146.0% | −62.0% | 2026-11-05 | |
| 6762.T TDK |
Passive components, MLCCs and power supplies | TSE Japan |
¥2,585.5 | −1.49% | −11.9% | −16.2% | +18.9% | −36.7% | 2026-10-30 | |
| 2327.TW Yageo |
Capacitors and resistors (incl. KEMET) | TWSE Taiwan |
NT$507.0 | 0.00% | −9.0% | −27.2% | +121.1% | −55.5% | 2026-10-29 | |
| 2492.TW Walsin Technology |
MLCCs and passives | TWSE Taiwan |
NT$368.0 | 0.00% | +19.3% | +22.7% | +216.2% | −40.0% | 2026-10-29 |
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