Multiple companies disclose the progress of their MLCC business.

Driven by the dual forces of AI computing power and new energy, the multi-layer ceramic capacitor industry is currently undergoing a new cycle of supply and demand tension. On the evening of June 16th, companies such as Hongming Electronics, Stideck, and Xinwei Communication successively disclosed progress in their MLCC business. Galaxy Securities' latest release of the mid-term strategy for the electronics industry stated that AI servers and new energy vehicles are driving rapid growth in MLCC demand, with ample room for domestic substitution.