Stellantis Group has agreed to sell its entire stake in the Free2move car-sharing business to Mutares, with the transaction expected to conclude by the end of 2026, pending standard closing conditions. Separately, the MLCC industry is experiencing a surge in demand driven by AI applications, leading to record shipments from major manufacturers like Murata, Samsung Electro-Mechanics, and Taiyo Yuden. This increased demand for high-end MLCCs is causing a shortage in consumer-grade components, driving up prices and improving order visibility for other manufacturers. AI
IMPACT AI demand is driving record MLCC shipments and price increases, impacting consumer electronics supply chains.
RANK_REASON The cluster contains a business divestiture and a market analysis of MLCCs driven by AI demand, neither of which qualify for higher tiers.
- Changxin Technology
- Free2move
- Kimi K3
- Li Bin
- Luckin Coffee
- MeiSuJiaEr
- Murata
- Mutares
- Samsung Electro-Mechanics
- Stellantis
- Taiyo Yuden
- TrendForce
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