On February 10, the burgeoning AI sector is setting off a chain reaction of price hikes throughout the component supply chain. Hot on the heels of the notable price surges in memory chips, multi-layer ceramic chip capacitors (MLCCs) have also embarked on an upward price trajectory. Presently, spot prices for MLCCs in South Korea have escalated by almost 20%, and industry analysts anticipate additional price hikes in the near future. The capital market has reacted favorably, with shares of Samsung Electro-Mechanics, a premier MLCC manufacturer in South Korea, experiencing a significant surge this year. Related A-share stocks, such as Fenghua Advanced Technology and Sanhuan Group, have similarly seen their share prices climb. Industry projections indicate that by 2026, the MLCC sector will witness a bifurcation: the AI boom will propel explosive demand for high-end products, whereas mid-to-low-end products may encounter challenges due to sluggish demand and escalating costs. Domestic companies have already solidified their foothold in the mid-to-low-end market and are now intensifying their push into the high-end market.