On September 22, based on the investor relations activity record published by Shenzhen Huaqiang, the current MLCC (Multilayer Ceramic Chip Capacitor) market is being propelled by the construction of AI computing power and is currently experiencing a high-growth phase. There has been a notable surge in demand for high-capacity MLCCs in AI servers, resulting in a squeeze on production capacity for consumer-grade products. Given the tight capacity constraints in high-end MLCCs and their lengthy construction cycles, it is challenging to swiftly ramp up new supply in the short term. This situation, coupled with increased procurement demand, has led to an extension of overall lead times.

As a leading global authorized distributor for Murata, Shenzhen Huaqiang anticipates continued growth in MLCC sales revenue in the first half of 2026. Furthermore, as a key agent for multiple storage manufacturers, including Jiangbo Long and Raysingo Technology, Shenzhen Huaqiang projects that the shipment value of its storage product lines will increase by over 330% year-on-year in the first half of 2026. This growth is expected to account for more than 40% of the total revenue from its authorized distribution business.