Capacitors, which once cost just a few cents apiece, have seen sharp price hikes. Overseas manufacturers including Samsung and Murata have extended their lead times to six months, while leading domestic suppliers have also suspended order acceptance one after another. Driven by the AI industry, the shortage and price surge of MLCCs (Multi-Layer Ceramic Capacitors) has rippled from upstream component makers all the way down to end-product manufacturers, remaining a hot topic in the electronics sector.
Fenghua Advanced Technology Halts Orders Amid Worsening Component Shortages
Multiple sources confirm that Fenghua Advanced Technology, a leading domestic passive component manufacturer, has officially stopped accepting new orders. Its production lines are operating at near-full capacity with an overall utilization rate close to 90%, and existing production capacity is fully occupied by backlog orders, leaving no room for new bookings.
The company has notified its domestic authorized distributors to suspend new orders for two mainstream MLCC sizes (0402 and 0603) as well as chip resistors. The timeline for resuming order acceptance has not been announced yet.
Global Giants Hike Prices and Cut Supplies, with Maximum Lead Times Reaching Six Months
The order suspension by Fenghua Advanced Technology is just a microcosm of the industry. The widespread component shortages and price adjustments by major Japanese and South Korean component manufacturers are the main drivers behind the current market upturn.
- Samsung: Prices of high-capacitance MLCCs such as 0603/22μF have risen by 50% to 100% since the start of the year, with some scarce models doubling in price. The company has locked in production capacity for the next three years, and the lead time for standard orders generally ranges from four to six months.
- Murata & Taiyo Yuden: Both top global MLCC manufacturers run production lines at a utilization rate above 90%. They have shifted production focus to higher-margin components dedicated to AI servers, drastically cutting output of general-purpose consumer-grade components. Lead times for standard products have been extended to over six months, and certain models are no longer available for ordering.
- Panasonic & Kemet: Both have followed suit with price increases of up to 65%. They prioritize supplies of solid capacitors and tantalum capacitors for AI servers, leaving regular customers struggling to secure in-stock goods even at premium prices.
- STMicroelectronics (ST): The company has issued its second round of price adjustment notices in 2026, bringing further uncertainty to the electronic components market.
Currently, Japanese and South Korean manufacturers are scaling back production of general consumer components and diverting capacity to high-profit AI-related products. Downstream buyers are left with two choices: accept steep price increases or endure lengthy waiting times for orders.
Huanian Mall: A One-Stop Platform for Genuine In-Stock Components Powered by Robust Supply Chains
Procurement models in the electronic components industry keep evolving. Buyers now prioritize stable stock availability, genuine product traceability, flexible product matching and efficient delivery, rather than merely comparing prices.
The industry is plagued by severe supply-demand imbalance: high-end components are in short supply, lead times are prolonged, and purchases are scattered across multiple suppliers. Small and medium-sized R&D and manufacturing enterprises frequently encounter limited procurement channels, concerns over product authenticity and unstable supply, which seriously hinder R&D and production progress. A reliable one-stop platform for genuine components has become an indispensable industry demand.
Against such industry challenges, Huanian Mall is a professional and trustworthy one-stop electronic components procurement platform. With years of deep cultivation in the supply chain, it offers a comprehensive product portfolio. Centered on a full range of resistors, the platform also supplies capacitors, inductors, fuses, diodes, triodes, MOSFETs, chips, integrated circuits and other electronic components. It effectively solves the troubles of fragmented purchasing and complicated supplier liaison for clients.
The platform caters to diverse procurement needs, covering small-batch sporadic orders from SMEs, large-volume bulk orders and customized forward orders for major enterprises. It is staffed with a professional technical team providing value-added services including product selection, solution optimization and parameter consultation. Supported by express delivery, full logistics tracking and comprehensive after-sales service, it greatly boosts procurement efficiency and user experience.
Backed by massive in-stock inventory, mature warehousing & logistics and an intelligent ERP management system, the platform features real-time inventory updates and efficient order matching. It strictly controls product quality from the source and rejects refurbished and defective products. Boasting genuine goods guarantee, ample stock, flexible kitting and rapid response, Huanian Mall fully meets the procurement demands of enterprises.
Closing Remarks
Amid the rapid development of the electronics industry in the new era, Huanian Mall stays true to its original aspiration of empowering industrial development. Focused on integrating high-quality supply chain resources, optimizing procurement services and stabilizing industrial supply and demand, we work hand in hand with upstream and downstream partners as well as end customers to build a sound, efficient and win-win ecosystem for the electronics supply chain.
