On September 24, according to the latest research from TrendForce, the crowding-out effect of AI continues to intensify, driving the MLCC industry into a phase of structural reorganization. Major Japanese and South Korean manufacturers are adjusting their strategies by reducing the supply of consumer-grade MLCCs while increasing shipments to AI application sectors. This shift presents opportunities for Chinese mainland manufacturers, who have been actively expanding their international supply chains in recent years, to smoothly enter the MLCC verification process with companies such as Dell, HP, ASUS, and Acer.
