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Investment in AI computing capabilities is now pivoting towards upstream materials. Notably, MLCC (Multilayer Ceramic Chip Capacitors) has emerged as the third-largest cost component in the bill of materials for AI servers, following closely behind GPUs (Graphics Processing Units) and memory chips. Concurrently, the landscape of electronic fabrics is evolving, transitioning from traditional insulating substrates to advanced functional materials. Since the start of this year, both the MLCC index and the glass fiber index have experienced a remarkable surge, each climbing over 100%. Moreover, certain individual stocks in upstream material sectors have skyrocketed, with some even exceeding a 200% increase. Mutual fund managers have swiftly recognized this trend, making early strategic investments in the electronic fabrics and MLCC concept sectors.
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