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MLCC
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China's MLCC Market Diverges: AI Server Demand Booms While Consumer MLCC Prices Fall by Two-Thirds from Peak
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergenc
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UBS: Global MLCC Distributor Inventory Continues to Hit Record Lows, Down Another 8% Since July 11; Unit Price Index Rises 7%, AI Demand Drives Supply-Demand Tightening
UBS Evidence Lab data shows that as of August 9, global MLCC distributor inventory volume decreased by another 8% compared to four weeks ago (July 11), continuing to hit a new historical low. At the s
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China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
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CITIC Securities: The current round of MLCC price hikes is expected to last more than a year
Svmuu News: A research report by CITIC Securities points out that the recent wave of price hikes in the MLCC industry has accelerated. The report suggests that this MLCC cycle is likely to mirror the
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China's MLCC Market Diverges: AI Server Demand Booms While Consumer MLCC Prices Fall by Two-Thirds from Peak
According to MLCC distributor Wang Jun, spot prices for consumer-grade MLCCs have fallen by two-thirds from their peak two months ago, while prices for AI server components remain high. This divergenc
-
UBS: Global MLCC Distributor Inventory Continues to Hit Record Lows, Down Another 8% Since July 11; Unit Price Index Rises 7%, AI Demand Drives Supply-Demand Tightening
UBS Evidence Lab data shows that as of August 9, global MLCC distributor inventory volume decreased by another 8% compared to four weeks ago (July 11), continuing to hit a new historical low. At the s
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China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
China's MLCC Supply Chain Rapidly Expands Capacity Amid Surging Global AI Demand; Shandong Sinocera Actively Boosts AI Server and Vehicle Production
-
CITIC Securities: The current round of MLCC price hikes is expected to last more than a year
Svmuu News: A research report by CITIC Securities points out that the recent wave of price hikes in the MLCC industry has accelerated. The report suggests that this MLCC cycle is likely to mirror the
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MLCC
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