AI demand for high-end MLCCs drives Japan and Korea suppliers’ book-to-bill ratios to post-pandemic highs

TrendForce's latest MLCC industry research indicates that accelerating AI server platform upgrades and the continued volume growth of custom ASICs developed by CSPs have significantly boosted demand for high-end MLCCs. By late June 2026, the book-to-bill (BB) ratios of the three leading Japanese and Korean suppliers—Murata, Samsung Electro-Mechanics (SEMCO), and Taiyo Yuden—had risen to 1.30, 1.31, and 1.25, respectively, marking their highest levels since the COVID-19 pandemic.