AI computing demand boosts MLCC market; high prosperity expected to continue in H2
Driven by AI computing demand, MLCC (multi-layer ceramic capacitors) supply tightens and prices rise, with many listed companies expecting significant H1 performance growth, some over 600%. In H2, high-end and automotive MLCC prices are forecast to keep rising due to strong AI server demand, locked production capacity, and high raw material costs.
Since the beginning of this year, the explosion of AI computing demand has tightened supply of MLCCs (multi-layer ceramic capacitors), known as the 'rice of the electronics industry', with prices continuously rising. This has driven a recovery in the passive components industry, with several listed companies expecting substantial performance growth in the first half of the year, with the highest increase exceeding 600%. Looking ahead to the second half, industry insiders say that since July, MLCC prices have remained generally stable, but price divergence among categories has intensified, with AI-grade and automotive-grade high-end high-capacitance products continuing to rise. Against the backdrop of strong AI server demand, locked original factory capacity, and persistently high prices of precious metals and other upstream raw materials, it is expected that high-end high-capacitance MLCC prices will continue to increase in the second half, potentially boosting overall prosperity of the passive components market.
- Сокращения
- MLCC = Multi-Layer Ceramic Capacitor — многослойный керамический конденсатор
Source: 36Kr —
original