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AI computing power demand boosts first-half performance; high prosperity of MLCC industry chain to continue in second half
2 day ago /
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Author：小编
The surge in demand for AI computing power has driven tighter MLCC supply and price increases, leading to a rebound in the prosperity of the passive components industry, with several listed companies expecting significant growth in first-half performance. Industry sources state that while MLCC prices have generally remained stable since July, there has been increased differentiation within product categories, with prices for AI and automotive-grade high-end, high-capacity products continuing to rise. It is anticipated that prices for such products will continue to climb in the second half, potentially further enhancing the overall prosperity of the passive components market.
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