StatementDog | AI & Tech Supply Chains(@statementdog):Shortages of high-capacitance and high-voltage MLCCs are pushing customers toward solid capacitors, according to Taiwan’s APAQ Technology (6449 TT). APAQ says MLCCs remain better suited to high-frequency circuits, while its solid capacitors provide more capacitance. Customers are rebalancing the mix rather than making a one-for-one replacement. APAQ plans to raise monthly high-end solid-capacitor capacity from 60 million units to 80 million in November 2026 and 100 million in January 2027, a 67% increase in four months. The company says orders already exceed current capacity and customers have accepted double-digit price increases in 2H26.

StatementDog | AI & Tech Supply Chains@statementdog

2026.08.26 07:21

Shortages of high-capacitance and high-voltage MLCCs are pushing customers toward solid capacitors, according to Taiwan’s APAQ Technology (6449 TT). APAQ says MLCCs remain better suited to high-frequency circuits, while its solid capacitors provide more capacitance. Customers are rebalancing the mix rather than making a one-for-one replacement. APAQ plans to raise monthly high-end solid-capacitor capacity from 60 million units to 80 million in November 2026 and 100 million in January 2027, a 67% increase in four months. The company says orders already exceed current capacity and customers have accepted double-digit price increases in 2H26.