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.
- 36Kr
- AI
- China International Capital Corporation
- CITIC Securities
- Multi-layer ceramic capacitor
- printed circuit board
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