Shenzhen Huaqiang recently said during a survey by the reception agency that MLCC procurement demand is increasing, and the overall delivery period is lengthening. Currently, the MLCC market as a whole is in a boom cycle driven by the construction of AI computing power. The use of high-capacity MLCCs by AI servers has increased significantly, and the production capacity of consumer-grade MLCCs is being squeezed. Currently, MLCC's high-end production capacity is in a tight state, and the construction cycle for high-end production capacity is long, making it difficult to release new supply quickly in the short term.

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