Toray Lifts MLCC Film Capacity 50% to 900 Million Square Meters

By Amara Osei

Toray Advanced Materials has raised annual multilayer ceramic capacitor (MLCC) film capacity by 50%, increasing its total from 600 million to 900 million square meters through two new production lines at its No. 5 plant in Gumi, North Gyeongsang Province.

What did Toray add in Gumi?

The company held a completion ceremony for its 13th and 14th MLCC film production lines on the 12th. Together, the two lines contribute 300 million square meters of combined annual capacity.

The additions equal half of Toray’s former 600-million-square-meter base. They lift the company’s total, including existing facilities, to 900 million square meters a year.

About 150 people attended the ceremony, including:

• Toray Advanced Materials Chairman Motohisa Kuno
• President Kim Young-sub
• People Power Party lawmaker Koo Ja-keun
• Lee Han-chul, director general for investment policy at the Ministry of Trade, Industry and Energy

Takeaway: The two new lines add 300 million square meters a year, half the capacity Toray had before the expansion.

Why is Toray adding MLCC film capacity?

Toray Advanced Materials said the expansion will meet growing demand for MLCCs used in AI servers and electric vehicles. It also attributes higher materials output for AI chips and related components to the same capacity increase.

MLCC film is an essential material in the manufacturing process for multilayer ceramic capacitors, which the company describes as core components in electronic devices. Toray said the film underpins product quality and stable output.

The company cited two trends behind the expansion: rapid growth in AI and future mobility, and electronic devices becoming smaller and more powerful. Together, those shifts are driving a sharp increase in MLCC production at companies including Samsung Electro-Mechanics (009150).

Takeaway: Smaller, more powerful devices are pushing MLCC production higher as AI servers, chips and electric vehicles expand.

How does Toray plan to use the added capacity?

Toray Advanced Materials plans to draw on what it describes as world-leading film technology to supply differentiated, high-quality products on a stable basis. It also plans to expand the development of next-generation products, building on accumulated technology and an integrated production system.

That system spans polymerization, film production and advanced processing. Toray said continued research, development and investment will strengthen its competitiveness in the global advanced film market.

President Kim Young-sub said: “With the completion of the 13th and 14th lines, we have further solidified our competitive edge in MLCC film. Through continued research, development and investment, we will grow into a global advanced materials company that grows together with our customers.”

Kim tied the two completions to a broader product strategy that includes next-generation development. His statement makes continued research and investment central to the company’s plan, rather than the added square meters alone.

Takeaway: Toray is pairing capacity growth with next-generation product development and continued investment.

What changes for component manufacturers?

Toray’s expanded production base adds 300 million square meters of annual MLCC film capacity to the manufacturing chain. The company identified AI servers, electric vehicles, AI chips and related components as the demand drivers behind that increase.

The shift toward smaller and more powerful electronic devices supports higher MLCC output. Toray’s 900-million-square-meter capacity now sits behind a stated strategy of stable supply, differentiated film quality and continued research and development.

Takeaway: More film supply supports the higher MLCC production Toray expects from AI and mobility growth.

Toray’s two new lines now add 300 million square meters a year, taking annual company capacity to 900 million square meters.