14/09/2026
【Industry news】
Manufacturing has officially announced plans to optimize its product lines starting in the 2026 fiscal year; the initiative involves certain MLCC products while expanding capacity for others. Customers are requested to submit written responses by the end of 2027 and place final orders by the end of March 2028, with the final shipment date set for March 31, 2029.
The scope of this covers specific part numbers within the standard consumer-grade and automotive-grade series, including parts from the , , , , , , , , and series.
specifically notes that must comply with Order Quantity ( ) and packaging quantity ; cannot be cancelled or returned unless quality issues arise, and no orders will be accepted after the final order deadline.
The company stated that this move involves realigning production capacity to stabilize the overall structure and improve the .
analysis indicates that Murata aims to free up by discontinuing low-margin or specific mature product lines, thereby allowing it to fully expand its advanced, high-end product portfolio; essentially, given limited capacity, the company is prioritizing high-value-added products—such as those used in AI servers—that offer higher profit margins. Analysts note that lead times for Murata’s high-value-added MLCCs have surged from the previous 8–10 weeks to over 20–26 weeks, prompting the company to gradually phase out standard MLCC products.
A recent survey by indicates that Samsung Electro-Mechanics is spearheading price hikes for and effective the fourth quarter of 2026. Prices for consumer-grade X5R products are expected to rise by an average of 25%–30%—a move designed to curb order demand and secure the needed to expand high-end lines—while price adjustments for high-end X6S products used in servers will be determined through negotiations, with increases averaging between 10% and 20%.
TrendForce notes that the latest price hike by Samsung Electro-Mechanics further confirms that the has entered a new cycle of rising prices. Whether Japanese suppliers such as and Taiyo Yuden follow suit will serve as a key indicator for the next phase of price increases.
📰【Semiconductor Industry news】 – September 11, 2026 1️⃣ Announces – AI Data Centers the Key Driver 2️⃣ Murata to Discontinue Certain MLCC Products by 2029, Shifting Capacity to AI Server Demand 3️⃣ CEO Says Have...