AI server demand drives MLCC capacity crunch, Shenzhen Huaqiang memory shipments surge 330%
Shenzhen Huaqiang reported that the MLCC market is in a high-prosperity cycle driven by AI computing infrastructure, with high-end capacity tight and lead times lengthening. The company's memory product line shipment value surged over 330% year-on-year in the first half of 2026, now accounting for more than 40% of its authorized distribution revenue. MLCC sales revenue also grew during the period.
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Shenzhen Huaqiang: Memory Product Shipments Surge 330%, MLCC Capacity Tightens
Shenzhen Huaqiang, a major electronics distributor, reported in an investor relations record that the MLCC (multi-layer ceramic capacitor) market is in a high-prosperity cycle driven by AI computing infrastructure construction. AI servers are significantly increasing demand for high-capacity MLCCs, squeezing supply for consumer-grade products. High-end MLCC capacity is currently tight, with long construction lead times for new capacity, making it difficult to quickly release new supply. As procurement demand increases, overall lead times are lengthening. The company, a major authorized distributor for Murata, saw its MLCC sales revenue grow in the first half of 2026. Additionally, as a key agent for memory chip makers including Longsys, Jingcun Technology, GigaDevice, Silicon Motion, and Qianyi International, Shenzhen Huaqiang's memory product line shipment value surged over 330% year-on-year in the first half of 2026, with memory revenue now accounting for more than 40% of its total authorized distribution revenue.
Read sourceShenzhen Huaqiang Reports 330% Surge in Memory Product Shipments, MLCC Supply Tightens
Shenzhen Huaqiang (000062.SZ) disclosed in an investor relations activity record that the MLCC market is currently in a high-cycle driven by AI computing power construction. AI servers have significantly increased the demand for high-capacity MLCCs, squeezing consumer-grade capacity. High-end MLCC capacity is tight with long construction cycles, making it difficult to release new supply quickly in the short term. Procurement demand is rising, and overall delivery times are lengthening. The company, a major global authorized distributor for Murata, saw its MLCC sales revenue maintain growth in the first half of 2026. As a key distributor for memory manufacturers including Jiang Bo Long, Jingcun Technology, GigaDevice, Silicon Motion, and Qianyi International, Shenzhen Huaqiang's memory product line shipment value increased by over 330% year-on-year in the first half of 2026, accounting for more than 40% of its total authorized distribution business revenue.
Read sourceShenzhen Huaqiang: Storage Shipments Surge 330% YoY, MLCC Supply Tightens
Shenzhen Huaqiang (000062.SZ) disclosed in an investor relations activity record that the MLCC market is currently in a high-prosperity cycle driven by AI computing infrastructure construction. AI servers have significantly increased demand for high-capacity MLCCs, squeezing consumer-grade capacity. High-end MLCC capacity is tight with long construction periods, making it difficult to release new supply quickly. Procurement demand is rising, and overall lead times are lengthening. The company, as a major authorized distributor for Murata, saw MLCC sales revenue grow in the first half of 2026. As a key agent for storage manufacturers including Jiangbo Long, Jingcun Technology, GigaDevice, Silicon Motion, and Qianyi International, Shenzhen Huaqiang's storage product line shipment value increased by over 330% year-on-year in the first half of 2026, accounting for more than 40% of total authorized distribution revenue.
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Shenzhen Huaqiang: MLCC Market in High-Cycle Driven by AI Computing Construction
According to a report from Southern Finance Network on September 22, Shenzhen Huaqiang stated that the current MLCC (Multi-Layer Ceramic Capacitor) market is in a high-prosperity cycle driven by AI computing power construction. The usage of MLCCs has significantly increased, which is squeezing the production capacity of consumer-grade MLCCs. High-end MLCC production capacity is currently in a tight state, and due to the long construction period for new high-end capacity, new supply is difficult to release quickly in the short term. As a result, procurement demand for MLCCs is rising, and overall lead times are lengthening. The report reflects the supply-demand imbalance in the MLCC market, particularly in the high-end segment, attributed to the demands of AI infrastructure.
Read sourceShenzhen Huaqiang Reports MLCC Capacity Tightness, Memory Product Shipments Surge Over 330%
Shenzhen Huaqiang (Shenzhen Huaqiang Industry Co., Ltd.) reported that its memory product line shipment value increased by more than 330% year-on-year. The company noted that the usage of MLCCs (Multi-layer Ceramic Capacitors) has significantly increased, squeezing consumer-grade production capacity. Currently, high-end MLCC capacity is tight, and due to long construction periods, new supply is unlikely to be released quickly in the short term. With procurement demand rising, overall lead times are lengthening. The company, a major authorized distributor for Murata globally, stated that its MLCC sales revenue maintained growth in the first half of 2026. The report also mentions the company's relationships with Longsys, GigaDevice, and Silicon Motion.
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