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At present, the MLCC (Multilayer Ceramic Chip Capacitor) market is grappling with a supply crunch. Owing to robust demand, original manufacturers are entering into long-term agreements, thereby diminishing the available inventory in the marketplace. Notably, AI-related and certain high-end MLCCs are witnessing substantial price volatility and acute shortages. The first floor of Shenzhen Huaqiang Electronics World, a domestic epicenter for MLCC spot trading, is home to counters representing major global brands, offering a wide array of product specifications. The consensus within the industry is that AI-related MLCCs will persist in facing shortages and price hikes over an extended duration. Meanwhile, the price trajectory of consumer-grade MLCCs will hinge on the expansion strategies of original manufacturers and the demand dynamics within the consumer electronics market.
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