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中文(ZH) 机构:MLCC价格循环已来到反转向上的关键点

AI chip demand tightens MLCC supply, signaling price rebound

The MLCC (multi-layer ceramic capacitor) market is showing signs of a price turnaround, driven by strong demand for AI chips. This demand is creating a tighter supply for high-end MLCCs, impacting consumer-grade components and prompting some distributors to stockpile. Suppliers are responding with price adjustments, indicating a potential shift from a recent three-year low in pricing. AI

IMPACT Tightening MLCC supply due to AI chip demand could impact the cost and availability of consumer electronics and other devices reliant on these components.

RANK_REASON This article discusses market trends and pricing in the MLCC industry, influenced by AI chip demand, but does not announce a new product, research, or significant company event.

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Institutions: MLCC price cycle has reached a key turning point upwards

    36氪获悉,根据TrendForce集邦咨询最新调查,旺盛的AI芯片需求导致高端MLCC供需偏紧,并压缩消费类MLCC供货,促使部分代理商展开预防性囤购,供应商则以调价回应。近期ODM与供应商议价结果也显示,整体MLCC价格平均降幅创下近三年新低,显示MLCC价格循环已来到反转向上的关键点。