On July 23, 2026, MLCC concept stocks demonstrated robust performance in the A-share market. CIS Semiconductor soared to the 20CM daily limit, Lihoxing witnessed an increase of over 12%, and numerous stocks, including Torch Electronics and Fenghua Advanced Technology, also hit the daily limit. Regarding the news, following the signing of a 450 billion won MLCC supply contract for AI servers last month, Samsung Electro-Mechanics has secured an additional order of the same nature, worth 300 billion won (equivalent to approximately US$200 million), from major global enterprises. The contract period spans the entire year of 2027.
