MLCC stocks surge as AI server demand drives price rally and supply crunch
MLCC concept stocks surged in China on September 21, with Shuangxing New Material hitting four limit-ups in seven days and Huaci Porcelain five consecutive limit-ups. The rally is driven by AI server, AI workstation, and high-speed optical module demand. Murata Manufacturing announced it will phase out certain low-margin MLCC models by fiscal 2026 to prioritize high-value AI server products. Spot prices in Shenzhen's Huaqiangbei rose 7-8 times for popular models. Analysts expect the supply-demand gap to widen, supporting price increases.
IllustrationEditorial responsibility
- No named human review is recorded for this page.
- Reports are grouped by semantic similarity and deterministic rules. Language models may assist titles, summaries, translation and cross-source analysis; the page reads the event directly, while its address stays stable when the title changes.
- Summary awaiting refresh
Summary awaiting refresh
Cross-source coverage
Reporting timeline
MLCC Sector Surges on AI Infrastructure Demand; Leading Stocks Jump Up to 12%
The MLCC (Multi-layer Ceramic Capacitor) sector in China's stock market surged over 2%, with Longxin Intelligent rising nearly 12%, and Shuangxing New Materials and Huaci Technology hitting the 10% daily limit. The rally is driven by the core logic that large-scale AI computing infrastructure construction is boosting demand for high-end MLCCs, coupled with supply-demand gaps from overseas leaders' capacity restructuring. News reports indicate that MLCCs, known as the 'rice of the electronics industry,' are experiencing shortages and price surges for high-capacity models, with spot prices rising several-fold. Global MLCC leader Murata Manufacturing announced a product line optimization starting in fiscal 2026, discontinuing some consumer and automotive series while expanding advanced high-end products to prioritize AI server supply. Samsung Electro-Mechanics signed a long-term supply agreement worth over 5.2 billion yuan for AI server MLCCs with a global tech giant, with order visibility extending to the end of 2027. Lead times for high-end MLCCs have extended from 8-10 weeks to 20-26 weeks, and the industry price hike trend continues.
Read sourceMLCC Concept Stocks Surge on AI Server Demand and Murata Product Line Changes
On September 21, MLCC (multilayer ceramic capacitor) concept stocks surged in morning trading, with Shuangxing New Material hitting its fourth limit-up in seven days and Huaci Porcelain its fifth consecutive limit-up. Other stocks like Hongming Electronics, Sanhuan Group, and Fenghua High-Tech also rose. According to CCTV Finance, the MLCC price rally was ignited by overseas leaders like Murata in late May, with spot prices in Shenzhen's Huaqiangbei market changing daily or even hourly by June. Some popular models surged 7-8 times in a month, with spot prices reaching 2-10 times original levels. The core driver is demand from AI servers, AI workstations, and high-speed optical modules. Murata recently announced it will stop production of certain MLCC part numbers by fiscal 2026, covering consumer and automotive specifications, to free capacity for high-value AI server products. Maigao Securities forecasts AI server MLCC demand will reach 680 billion units in 2026, 1.378 trillion in 2027, and 3.125 trillion in 2028, with year-on-year growth of 103% and 127% respectively. Combined automotive and consumer electronics MLCC demand is expected to reach 3.1 trillion, 3.5 trillion, and 4.0 trillion units over the same period. Analysts expect the supply-demand gap to widen, supporting price increases.
Read sourceMLCC Concept Stocks Surge on AI-Driven Demand and Murata Product Line Cuts
On September 21, MLCC (multilayer ceramic capacitor) concept stocks surged in morning trading, with Shuangxing New Materials hitting its fourth limit-up in seven days and Huaci Porcelain its fifth consecutive limit-up. Other stocks like Hongming Electronics, Sanhuan Group, and Fenghua High-Tech also rose. According to CCTV Finance, the MLCC price rally was ignited by overseas leaders like Murata in late May, with spot prices in Shenzhen's Huaqiangbei market changing daily or even hourly by June. Some popular models surged 7-8 times in one month, with spot prices reaching 2-10 times original levels. The core driver is demand from AI servers, AI workstations, and high-speed optical modules. Murata recently announced it will discontinue certain MLCC part numbers by fiscal 2026, covering consumer and automotive specifications, to free capacity for high-value AI server products. McGo Securities forecasts AI server MLCC demand will reach 680 billion units in 2026, 1.378 trillion in 2027, and 3.125 trillion in 2028, with automotive and consumer electronics demand growing steadily. Analysts expect the supply-demand gap to widen, supporting MLCC price increases.
Read sourceShow 3 older updatesHide older updates
MLCC Concept Stocks Surge: 5 Consecutive Limit-Up Days, 7-Day 4 Limit-Ups as AI Demand Drives Price Rally
On September 21, MLCC (multi-layer ceramic capacitor) concept stocks surged in morning trading, with Shuangxing New Material hitting 4 limit-ups in 7 days and Huaci Porcelain achieving 5 consecutive limit-ups. According to CCTV Finance, the MLCC price surge was ignited by overseas leaders like Murata in late May, with spot prices in Shenzhen's Huaqiangbei rising 7-8 times for some popular models within a month. The core driver is demand from AI servers, AI workstations, and high-speed optical modules. Murata recently announced it will stop production of certain low-margin MLCC models by fiscal 2026 to free capacity for AI server products. McGo Securities forecasts AI server MLCC demand will reach 68 billion units in 2026, 137.8 billion in 2027, and 312.5 billion in 2028, with year-on-year growth of 103% and 127% respectively. Combined automotive and consumer electronics MLCC demand is expected to grow 16% and 15% annually over the same period. Analysts expect the supply-demand gap to widen, supporting upward price trends.
Read sourceMLCC Concept Stocks Surge on AI Server Demand and Murata Product Line Cuts
On September 21, MLCC (multilayer ceramic capacitor) concept stocks surged in early trading, with Shuangxing New Materials hitting its fourth limit-up in seven days and Huaci Porcelain its fifth consecutive limit-up. According to CCTV Finance, the MLCC price rally, ignited by overseas leaders like Murata in late May, saw spot prices in Shenzhen's Huaqiangbei rise 7-8 times for some popular models within a month, reaching 2-10 times original prices. The core driver is demand from AI servers, AI workstations, and high-speed optical modules. Murata recently announced it will stop production of certain MLCC part numbers by fiscal 2026, covering consumer and automotive specifications, to shift capacity to high-value AI server products. McGo Securities forecasts AI server MLCC demand will reach 680 billion units in 2026, 1.378 trillion in 2027, and 3.125 trillion in 2028, with year-on-year growth of 103% and 127% respectively. Combined automotive and consumer electronics MLCC demand is projected at 3.1 trillion, 3.5 trillion, and 4.0 trillion units for 2026-2028. Analysts expect the supply-demand gap to widen, supporting upward MLCC price trends.
Read sourceMLCC Concept Stocks Surge on AI Server Demand and Production Cuts by Murata
On September 21, MLCC (multilayer ceramic capacitor) concept stocks surged in early trading, with Shuangxing New Material hitting its fourth limit-up in seven days and Huaci Porcelain its fifth consecutive limit-up. The rally follows a price surge driven by AI server, AI workstation, and high-speed optical module upgrades. Murata Manufacturing, a leading MLCC maker, announced a product line optimization plan to phase out certain low-margin MLCC part numbers by fiscal 2026, freeing capacity for high-value AI server products. According to a Maigao Securities research report, MLCC demand from AI servers is projected to reach 68 billion units in 2026, 137.8 billion in 2027, and 312.5 billion in 2028, with year-on-year growth of 103% and 127% in 2027 and 2028 respectively. Combined demand from automotive and consumer electronics is expected to grow from 3.1 trillion units in 2026 to 4.0 trillion in 2028. Analysts expect the supply-demand gap for MLCCs in AI servers and traditional sectors to widen, supporting a price uptrend.
Read source