According to Nikkei Asia, Murata’s MLCC production site, Fukui Takefu, has suspended some production lines earlier this week due to the outbreak of a Covid-19 cluster infection.
TrendForce says the Fukui Takefu Plant accounts for 20.7% of the company’s production capacity, mainly producing high-end consumer MLCCs. The current production reduction or suspension of some items will affect the supply of products such as servers and high-end smartphones. Fortunately, Fukui Takefu still retains 4~ 6 weeks of inventory and this incident should not tighten market supply in the short term.
Murata pointed out that the shutdown of some production lines has little impact on overall production and shipments. Since the overall supply and demand of MLCC is not tight, it has little impact on the market.
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