China’s MLCC market splits in 2 as AI server demand outpaces consumer electronics
In China’s hardware hub in Shenzhen, the speculative frenzy around consumer multilayer ceramic capacitors (MLCCs) has cooled into…
The ‘rice of electronics’: how AI-driven demand for MLCCs triggered a supply bottleneck
Often dubbed “the rice of the electronics industry”, multilayer ceramic capacitors (MLCCs) are the smallest yet indispensable components…
Nikkei Slides 3.9% As AI Trade Breaks
This article first appeared on GuruFocus. Japanese stocks took a sharp hit on Monday as investors moved out…
How tiny capacitors became the latest AI-driven investor darling
Demand for multilayer ceramic capacitors (MLCCs), tiny electronic components found in everything from smartphones to electric vehicles, is…