TDK InvenSense
HQ JP15% share
Major MEMS motion-sensor/IMU maker (TDK-owned InvenSense).
manufactured · input
Multilayer Ceramic Capacitors (MLCCs)
The tiny barium-titanate ceramic capacitors that are by count the most numerous component in modern electronics — a smartphone uses roughly a thousand and a car ten thousand or more. Supply is concentrated in a few makers (Murata, Samsung Electro-Mechanics, Taiyo Yuden, TDK, Yageo). The 2018 MLCC shortage disrupted electronics production industry-wide.
7
Source countries
5
Companies
3
Goods affected
0
Claims on record
What depends on it
Goods that need this input
3 essential American goods rely on multilayer ceramic capacitors (mlccs) somewhere upstream in their supply chain.
Digital
Smartphones and tablets
Consumer mobile devices dependent on advanced chips, rare earths, and ocean freight.
Digital
GPUs and AI accelerators
Graphics and AI compute chips for consumer gaming, professional visualization, and large-scale AI training.
Digital
Computers and laptops
Personal computing devices tied to chips, batteries, displays, and global assembly.
Where it comes from
Source countries
Share of global supply, by country.
| Country | Share of supply |
|---|---|
| KRSouth Korea (Republic of Korea) | 35% |
| JPJapan | 34% |
| CNChina | 17% |
| MYMalaysia | 7% |
| PHPhilippines | 2% |
| TWTaiwan | 2% |
| MXMexico | 2% |
Who makes it
Supplier companies
5 companies produce multilayer ceramic capacitors (mlccs).
KEMET (Yageo Corporation)
HQ US
Leading tantalum/MLCC capacitor maker (now part of Taiwan's Yageo); conflict-free tantalum sourcing pioneer.
Murata Manufacturing(6981.T)
HQ JP
Murata Manufacturing Co., Ltd. (Nagaokakyo, Kyoto; TSE: 6981; ~¥2T revenue) is a Japanese electronic components manufacturer that acquired Sony Energy Devices Corporation (Sony's battery division) in 2017 for approximately $142M, inheriting Sony's 18650 cylindrical cell manufacturing expertise. Murata's battery division produces lithium-ion cells and battery packs for professional electronics, wearables, and medical devices. Murata's 18650 cells are used in some professional radio battery packs — the same cell format used in laptop batteries and early Tesla vehicles. Murata's battery manufacturing operates from Koriyama (Fukushima Prefecture), inherited from Sony. Despite the Sony heritage, Murata is a smaller player vs. Chinese Li-ion manufacturers in commodity applications but retains premium positioning in high-reliability professional electronics where Sony's quality legacy matters.
Taiyo Yuden
HQ JP
Major MLCC maker, strong in high-end automotive and small-case capacitors.
Vishay Intertechnology, Inc.(VSH)
HQ US
Discrete semiconductors and passive components incl. tantalum capacitors.