Murata Manufacturing has reportedly begun phasing out selected consumer, industrial and automotive multilayer ceramic capacitor (MLCC) part numbers across the GRM, GRJ, ZRA, GXM, GCM, GCJ, GCG, GRT and GXT series. The company set Dec. 31, 2027, as the product-approval deadline, March 31, 2028, as the final order date and March 31, 2029, as the last shipment date. The move lifted Taiwanese passive-component stocks: Prosperity Dielectrics and Viking Tech reached their daily limit-up, while Yageo, Walsin Technology and Holy Stone Enterprise reversed early losses to close higher. Murata said the lineup changes are intended to stabilize MLCC supply, improve customer support and redirect capacity to other products. Market sources said related notices were issued as early as early September, including a halt to new orders for general-purpose MLCCs used in standard IT devices; existing deliveries were pushed back to January next year, and some inefficient legacy models received end-of-life notices. Lead times for high-value-added MLCCs have stretched from 8–10 weeks to 20–26 weeks or more as AI-server and premium automotive demand competes for capacity. Analysts view Yageo, Walsin Technology and Holy Stone Enterprise as potential beneficiaries. Yageo reported a second-quarter book-to-bill ratio of 2.2, while Walsin reported an improvement to 1.8 and plans to invest NT$3 billion to NT$4 billion to expand capacity, with output targeted to rise 10% in both the current and following year.