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Murata Eyes AI Demand for Price Increases
17 Feb
Summary
- Murata Manufacturing is considering price hikes for high-performance capacitors.
- AI data centers are driving unprecedented demand for these critical components.
- The company expects to decide on price changes by March 2026.
Murata Manufacturing is currently discussing potential price increases for its cutting-edge multilayer ceramic capacitors. This move comes as the demand for hardware essential to AI data centers continues to surge. The company's high-performance MLCCs are vital for managing the substantial power loads within AI servers.
President Norio Nakajima indicated that the company aims to finalize a decision on pricing adjustments by the end of March 2026. He stressed the need for caution due to the potentially significant impact on the broader market and industry. Murata Manufacturing, a global leader in MLCC supply, holds over 40% of the total market share and commands up to 70% of the market for advanced capacitors used in AI servers.
Demand for Murata's most advanced MLCCs currently doubles its production capacity, with inquiries from customers requesting volumes deemed impossible to fulfill. Nakajima noted that cutting-edge MLCCs are expected to face tight supply throughout 2026 and into 2027. The company's analysis of AI spending forecasts suggests the current investment boom will likely intensify over the next three to five years, with next-generation AI chips requiring a significant increase in high-end MLCCs.
