Taiwan’s Ministry of Finance reported record October 2026 exports of 96.76 billion US dollars, up 58.9 percent, on AI infrastructure demand. A buyer adding a second source for high capacitance MLCC needs a count, not a promise: Walsin lists 54 parts at 47 µF or more, none rated above 25 V, and 2 were on our shelf.
Venatech Limited, an authorised Walsin distributor in Hong Kong, wrote this for a hardware or sourcing engineer at a Taiwanese server, motherboard, power-module or memory-module maker in Taipei, Taoyuan, Hsinchu or Taichung. Walsin Technology (Walsin) is the only line we are authorised for. The Walsin side is our own MLCC export, 24,026 rows and 23,601 distinct part numbers, re-measured on 11 November 2026. Every part number below is real and appears in that export.
What did Taiwan’s October 2026 trade figures show?
A record month driven by AI infrastructure. Focus Taiwan reported on 9 November 2026 that Taiwan’s October exports reached a record 96.76 billion US dollars, up 58.9 percent year on year, with information, communications and audiovisual products at 47.60 billion US dollars, up 72.9 percent, and electronic components at 32.68 billion US dollars.
The Focus Taiwan report, which we read on 11 November 2026, says the Ministry of Finance attributed the strength largely to heavy investment in AI infrastructure and forecast November exports of 94.2 to 96.7 billion US dollars. These are the ministry’s figures as reported, not ours. Our earlier Taiwan posts used September export orders; this is the customs export series for October.
What did TrendForce say about high capacitance MLCC supply this month?
That AI-grade parts stay tight into 2027. EE Times Asia published TrendForce’s view on 9 November 2026: high-capacitance MLCC for CPU motherboards, power modules and DDR5 memory modules remain in demand, AI-grade MLCC stay tightly supplied, and high-end shortages are expected to peak in the first and second quarters of 2027.
The article, read on 11 November 2026, also says Taiwanese and Chinese suppliers are expected to gain orders displaced in consumer-grade parts. It gives no lead-time figures, and neither do we. We never comment on any manufacturer’s pricing. Our point is narrower: when a market report says a category is tight, the useful next step is to know exactly which second-source part numbers exist at your value, size and voltage.
How many Walsin MLCC reach 47 µF, and at what voltage?
Fifty-four, at 25 V or less. We counted 141 distinct Walsin MLCC at 22 µF or more, 54 at 47 µF or more and 19 at 100 µF or more; the four largest are 220 µF, in 1206 and 1210 at 4 V and 6.3 V, and no part at 47 µF or more is rated above 25 V.
Of the 54 parts at 47 µF or more, 27 are X5R, 17 are X6S, 8 are X7R and 2 are X7S. By voltage, 10 are 4 V, 22 are 6.3 V, 13 are 10 V, 6 are 16 V and 3 are 25 V. By size, 28 are 1210, 13 are 1206, 9 are 0805, 2 are 0603 and 2 are 2220.
| Brief | Walsin part (example) | Size, dielectric, voltage | Match / mismatch | On our shelf, 23 Sep 2026 | Your incumbent |
|---|---|---|---|---|---|
| 47 µF, 0805, 6.3 V | 0805X476M6R3 |
0805, X5R, 6.3 V | Match | Yes | |
| 47 µF, 1206, 6.3 V | 1206X476M6R3 |
1206, X5R, 6.3 V | Match | Yes | |
| 47 µF, 1206, 6.3 V, under 1 mm high | TT31X476M6R3 |
1206, X5R, 6.3 V, 0.85 mm | Match; mismatch on height against 1206X476M6R3 (1.60 mm) |
No | |
| 100 µF, 1210, 10 V, X6S | 1210S107K100 |
1210, X6S, 10 V | Match | No | |
| 47 µF, 1210, 25 V | 1210X476M250 |
1210, X5R, 25 V | Match | No | |
| 47 µF, 50 V | none | Mismatch: no Walsin part number | No |
For reading the size and value codes in those part numbers, see how to read a Walsin MLCC part number.
Is the 0603 47 µF part a realistic second source?
Only after you check bias and temperature. Walsin lists two 0603 parts at 47 µF, 0603X476M4R0 at 4 V and 0603X476M6R3 at 6.3 V, both X5R and both plus or minus 20 percent; neither was on our shelf.
A 47 µF part in 0603 at 4 V is a very dense part, and it will lose a large share of its value under DC bias near its rating. On a 1.1 V DDR5 or 0.8 V core rail the margin is better than on a 3.3 V rail. The export gives no bias curve, so read Walsin’s datasheet before you swap a larger case down. Our post on MLCC DC bias and voltage derating explains the method.
What does the Hong Kong shelf hold at 22 µF and above?
Six lines. We read the stock list as at 23 September 2026: 6 of its 1,125 part numbers are Walsin MLCC at 22 µF or more, all X5R at 6.3 or 10 V, and 2 of them reach 47 µF: 0805X476M6R3 and 1206X476M6R3.
The other four are 22 µF parts in 0402, 0603 and 0805. The ready stock list is a dated snapshot, never live-synced. We make no lead-time, allocation or availability promise for any part named here.
How can Venatech help a Taiwanese server or power-module team?
How Venatech helps starts with the free cross-reference tool, VenaMatch. It decodes 18 manufacturers’ part numbers, covers 800,000+ crossable parts, and returns each Walsin candidate with every field, height and dielectric included, marked match or mismatch. Paste up to 500 part numbers, drop an Excel or CSV file, or upload a full BOM. Browse the MLCC range.
We serve from Hong Kong in small lots, and you request a quote through the site. We hold no office, entity or stock in Taiwan. We hold no ISO 9001 or IATF 16949 certificate and give no legal, customs or conformity advice. Qualification stays with you.
The short version
- Taiwan’s October 2026 exports hit a record 96.76 billion US dollars, per Focus Taiwan on 9 November 2026.
- TrendForce expects high-end MLCC shortages to peak in 1Q27 and 2Q27, per EE Times Asia.
- Walsin lists 141 MLCC at 22 µF or more, 54 at 47 µF or more and 19 at 100 µF or more; none at 47 µF or more exceeds 25 V.
- A 0.85 mm 47 µF part exists in 1206; the standard twin is 1.60 mm.
- Two 47 µF lines were on our 23 September 2026 shelf.
Paste your bulk capacitors into the free cross-reference tool and read every field as match or mismatch. Qualification stays with you.
Frequently asked questions
What were Taiwan’s October 2026 exports?
Per Focus Taiwan on 9 November 2026, citing the Ministry of Finance, October exports were a record 96.76 billion US dollars, up 58.9 percent year on year, with ICT and audiovisual products at 47.60 billion US dollars.
How many high capacitance MLCC does Walsin list?
We counted 141 distinct Walsin MLCC at 22 microfarad or more, 54 at 47 microfarad or more and 19 at 100 microfarad or more, re-measured on 11 November 2026. The largest is 220 microfarad.
Is there a Walsin 47uF MLCC in 0805?
Yes, nine part numbers. 0805X476M6R3, X5R, 6.3 V, plus or minus 20 percent, was on our shelf as at 23 September 2026. Check DC bias at your rail voltage on the datasheet.
What is the highest voltage for a 47uF Walsin MLCC?
25 V. Three parts at 47 microfarad are rated 25 V, including 1210X476M250. No Walsin part number at 47 microfarad or more is rated above 25 V in our export.
Does Walsin make a low profile 47uF capacitor?
Yes. TT31X476M6R3 is 47 microfarad, 1206, X5R, 6.3 V at 0.85 mm nominal thickness, against 1.60 mm for 1206X476M6R3. It was not on our shelf as at 23 September 2026.
Can Venatech guarantee supply of high capacitance MLCC?
No. We give no price, lead-time or stock guarantee. The ready stock list is a dated snapshot; ask through the site for current availability. Venatech is a Hong Kong distributor, authorised for Walsin.
Related reading
- How to read a Walsin MLCC part number
- MLCC DC bias and voltage derating
- NP0, X7R and X5R MLCC dielectrics
- Free cross-reference tool and ready stock
Last reviewed 11 Nov 2026. Sources: Focus Taiwan, “Taiwan’s October exports hit high, jump nearly 60% on AI demand”, 9 November 2026 (focustaiwan.tw, fetched 11 Nov 2026); EE Times Asia, “AI Demand Tightens High-capacitance MLCC Supply Through 1H27”, TrendForce, 9 November 2026 (eetasia.com, fetched 11 Nov 2026); Venatech Walsin MLCC export and stock list as at 23 September 2026, re-measured 11 Nov 2026.