Since this year, benefiting from the explosion in demand for AI computing power, MLCC, known as the “rice of the electronics industry,” is in high demand, and prices have continued to rise, driving the passive components industry to recover. Many listed companies expect a sharp increase in performance in the first half of the year, with the highest increase of more than 6 times. Looking ahead to the second half of the year, some industry sources told reporters that since July, MLCC prices have been stable overall, while price differentiation within the category has intensified, and the prices of AI and high-end automotive-grade high-capacity products have continued to rise. Against the backdrop of strong demand for AI servers, locked down production capacity, and high prices of raw materials such as upstream precious metals, it is expected that the price of high-end high-capacity MLCCs will continue to rise in the second half of the year, and is expected to boost the overall boom in the passive components market.

Since this year, benefiting from the explosion in demand for AI computing power, MLCC, known as the “rice of the electronics industry,” is in high demand, and prices have continued to rise, driving the passive components industry to recover. Many listed companies expect a sharp increase in performance in the first half of the year, with the highest increase of more than 6 times. Looking ahead to the second half of the year, some industry sources told reporters that since July, MLCC prices have been stable overall, while price differentiation within the category has intensified, and the prices of AI and high-end automotive-grade high-capacity products have continued to rise. Against the backdrop of strong demand for AI servers, locked down production capacity, and high prices of raw materials such as upstream precious metals, it is expected that the price of high-end high-capacity MLCCs will continue to rise in the second half of the year, and is expected to boost the overall boom in the passive components market.