Rising AI infrastructure demand triggers broader MLCC price increases across Samsung Electro-Mechanics production lines.

TrendForce estimates that Samsung Electro-Mechanics will raise prices for consumer-grade X5R MLCCs by 25-30% and AI server-focused X6S products by 10-20% in Q4 due to capacity shifts toward AI infrastructure. This pricing expansion extends beyond distributors to direct OEM/ODM customers, coinciding with the company's Q2 sales surge of 29% year-over-year to 1.65 trillion won driven by AI demand. Meanwhile, industry-wide lead times for high-capacitance MLCCs have extended to approximately 21 weeks as inventories remain critically low.