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commentary · [1 source] · · 中文(ZH) 中信证券:AI浪潮下,MLCC迎来新一轮上行周期
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AI drives MLCC demand; Coal prices surge amid supply constraints

MLCCs are experiencing a new upswing due to AI demand, particularly in servers and optical modules, with potential for increased volume and prices. Concurrently, domestic coal prices have risen significantly, driven by global shipping market tightening and reduced Chinese coal imports, with forecasts suggesting continued strength and potential price surges. AI

Summary written by gemini-2.5-flash-lite from 1 source. How we write summaries →

IMPACT AI demand is a key factor influencing the MLCC market's growth.

RANK_REASON The cluster discusses market analysis and trends related to MLCCs and coal prices, rather than a specific event.

Read on 36氪 (36Kr) →

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Under the AI wave, MLCC welcomes a new round of upward cycle

    36氪获悉,中信证券研报指出,MLCC在服务器、光模块有广泛应用,受益服务器功率提升、垂直供电、800V等升级有望迎量价齐升机遇。当前受益AI需求景气,MLCC行业正进入新一轮涨价、景气上行周期,我们看好本土厂商乘风发展并顺势加速服务器、车规等高规格产品突破。