Multi-layer ceramic capacitor
PulseAugur coverage of Multi-layer ceramic capacitor — every cluster mentioning Multi-layer ceramic capacitor across labs, papers, and developer communities, ranked by signal.
- 2026-08-05 product_launch Leading manufacturers increased prices for MLCCs used in AI servers and automotive applications. source
4 day(s) with sentiment data
Wanwei Gaoxin to secure MLCC resin supply contracts within 6 months
Wanwei Gaoxin's successful development and testing of PVB resins for MLCCs, meeting international standards, positions them to gain market share. Given the focus on mid-to-high end MLCCs by other players like JieMei Tech, Wanwei Gaoxin is likely to secure supply contracts with MLCC manufacturers seeking advanced material inputs.
Yunzhong Tech to pivot MLCC production towards higher-margin applications
Yunzhong Tech's MLCC business is currently loss-making, primarily serving consumer electronics and not AI servers. To improve profitability, the company may seek to shift its focus towards higher-margin applications or markets, potentially including specialized industrial or automotive sectors, or even exploring niche AI-related components if feasible.
MLCC revenue remains negligible for most disclosed companies
Multiple companies (Shuangxing New Material, Sihui Fushi, Yunzhong Technology) explicitly state that MLCC revenue constitutes a very small fraction of their total revenue, often less than 1%. Furthermore, these MLCC products are primarily for consumer electronics and not yet for AI servers, indicating the MLCC market segment is not yet a significant revenue driver for these entities.
-
New MLCC technique accelerates DNN training by up to 2.7x
Researchers have developed MLCC, a new congestion control technique designed to speed up deep neural network (DNN) training in shared GPU clusters. MLCC works by allowing DNN training flows to adjust their sending rates…
-
China's A-share Market Rallies, Led by Tech Sectors; Services PMI Slows
The A-share market saw a broad rally, with major indices turning positive. Stocks in sectors like storage chips, advanced packaging, and Multi-Layer Ceramic Capacitors (MLCCs) led the gains, with over 3,500 stocks advan…
-
MLCC Market Surges with Price Hikes and Strong Stock Performance
The multi-layer ceramic capacitor (MLCC) market is experiencing a significant upswing, with leading manufacturers like Murata, Samsung Electro-Mechanics, and Taiyo Yuden increasing prices by 15% to 30% for AI servers an…
-
AI fuels MLCC demand and short drama boom; Kimi K3 model open-sourced
The demand for AI computing power has significantly boosted the performance of MLCC (multi-layer ceramic capacitors) manufacturers in the first half of the year, with prices and demand for high-end products expected to …
-
AI demand boosts MLCC shipments, driving price hikes and capacity shifts
MLCC manufacturers in Japan and South Korea have seen a surge in shipments due to high AI demand, reaching near five-year highs in June 2026. This demand has led to a shift in production, with factories prioritizing AI-…
-
Japan's inflation rises, signaling potential rate hike; AI industry shifts to agents, boosting component demand
Japan's core inflation accelerated for the first time in three months in June, rising 1.6% year-over-year, which may support the Bank of Japan's decision to raise interest rates again this year. Meanwhile, Huatai Securi…
-
MLCC industry sees tight supply, stable prices; India plans nuclear reactors
The MLCC industry is experiencing tight supply and demand, with major manufacturers operating at full capacity and stable ex-factory prices. Upstream material suppliers are also seeing robust orders, with some securing …
-
SanHuan Group forecasts 45%-65% H1 2026 profit surge on strong component demand
SanHuan Group anticipates a significant increase in net profit for the first half of 2026, projecting a 45% to 65% year-over-year rise. This growth is attributed to increased demand in the electronic components and opti…
-
Xinwei Communication to acquire Yiyang Electronics for $150M to boost MLCC production
Xinwei Communication plans to acquire a 55% stake in Yiyang Electronics Technology through its subsidiary Yiyang Xinwei for up to 1.1 billion yuan. This move aims to strengthen the company's position in the high-end MLC…
-
Shenzhen Huaqiang denies Murata supply suspension rumors
Shenzhen Huaqiang, a major authorized distributor for MLCC manufacturer Murata, has denied rumors that its subsidiary has had its supply suspended by Murata. The company stated it maintains a long-term, stable cooperati…
-
FengHua High-Tech Denies NVIDIA MLCC Certification Claims
FengHua High-Tech has issued a clarification regarding recent media reports. The company stated that it is not the sole domestic enterprise to pass NVIDIA's full series of MLCC certifications, and that NVIDIA has not co…
-
Samsung Electro-Mechanics secures AI server component deal, eyes glass substrate JV
Samsung Electro-Mechanics is in final negotiations for a 500 billion Korean won (approximately $360 million USD) contract to supply MLCCs for AI servers, representing about 10% of its components division's revenue. The …
-
Public funds shift focus to existing assets amid MLCC price surge
The public fund industry is shifting from prioritizing new fund launches to focusing on managing existing assets, a trend driven by policy guidance and fee structure reforms. This strategic change is leading to signific…
-
MLCC price hikes to exceed one year, AI market expands upstream
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 f…
-
Chinese mutual funds eye record-breaking H1 performance driven by AI boom
Publicly offered funds in China are on track to achieve their best performance in history by the end of the first half of the year, with some tech-focused funds seeing returns as high as 175%. This surge is attributed t…
-
AI demand remains high despite tech sector volatility, says Huatai Securities
Huatai Securities' A-share strategy report indicates that the tech sector's volatility has increased, suggesting a period of consolidation. Factors contributing to this include potential risks in the Korean stock market…
-
YunZhong Technology stock suspended amid 278% surge and valuation concerns
YunZhong Technology's stock price has experienced significant volatility, prompting a trading suspension for investigation. The company's stock surged 277.95% between May 7 and June 25, 2026, a rise not supported by its…
-
Tianhao Energy plans acquisition, stock trading suspended; Lihe Xing flags stock volatility
Tianhao Energy is planning to acquire 100% of Tianhao New Energy through a stock issuance and cash payment, which is expected to involve related party transactions. The company's stock and convertible bonds will be susp…
-
Li Hexing clarifies AI server component use amid stock surge; new entity formed
Li Hexing, a company whose stock price has surged over 200% in 30 trading days, has clarified that its MLCC products are not currently used in AI servers. The company also noted that its electronic components business i…
-
Torch Electronics clarifies MLCC business contribution; ST Continent deputy GM investigated
Torch Electronics has clarified its involvement in the MLCC (multi-layer ceramic capacitor) business, stating that revenue from self-produced MLCCs is a small fraction of its main business income. The company indicated …