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中文(ZH) 中信证券：本轮MLCC涨价延续时间有望超过一年

MLCC price hikes to exceed one year, AI market expands upstream

By PulseAugur Editorial · [1 sources] ·

CITIC Securities predicts that the current price increase in the Multi-layer ceramic capacitor (MLCC) market will likely exceed one year, potentially mirroring the super-cycle of 2017-2018. They anticipate price hikes from manufacturers could double or more. Concurrently, China International Capital Corporation notes that the AI market is showing signs of expansion, with a focus on upstream suppliers. While tech and growth stocks have led the market, recent volatility in AI sectors suggests a shift towards less crowded areas like AI-related raw materials and infrastructure, such as small metals and electronic fabrics. AI

IMPACT The AI market's expansion into upstream supply chains may indicate increased demand and potential bottlenecks for AI infrastructure components.

RANK_REASON The cluster consists of analyst reports and market commentary on industry trends, not a primary release or event.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

MLCC price hikes to exceed one year, AI market expands upstream

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Commentary
The cluster consists of analyst reports and market commentary on industry trends, not a primary release or event.
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Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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product, infra
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101 days old
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Full methodology in our editorial standards.

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: The duration of this round of MLCC price increases is expected to exceed one year

    36氪获悉，中信证券指出，近期观察到MLCC行业涨价潮加速，认为本轮MLCC周期有望类比2017—2018年的超级景气周期，涨价延续时间有望超过一年，原厂端涨价幅度有望实现翻倍甚至更高的显著提升。

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