Chinese MLCC Makers Push Into Global Supply Chains

Chinese firms CCTC and Viiyong are pursuing certification with Dell, HP, ASUS, Acer and ODMs, targeting general-purpose capacitors. Samsung Electro-Mechanics and Murata are shifting capacity to high-value MLCCs for AI servers, with Samsung signing LTAs worth 3.32 trillion won ($2.43 billion).

• CCTC and Viiyong seek certification with Dell, HP, ASUS, Acer and ODMs Huaqin, LCFC, Luxshare
• Samsung Electro-Mechanics signed AI-server MLCC LTAs worth 3.32 trillion won in four months
• Murata will halt some low-profit GRM capacitors: orders until 2028, shipments until 2029
• Samsung Electro-Mechanics MLCC utilization rate has climbed to the high 90% range