[The price of "electronics industry rice" has increased by up to ten times, and the market has fluctuated violently] MLCC (multilayer ceramic capacitors) are called "electronics industry rice" in the industry. From mobile phones and home appliances to AI servers and new energy vehicles, almost all electronic devices are inseparable. Recently, the component market has gone through extreme polarization: AI has driven high-capacity model shortages to skyrocket, and some spot stocks have surged several times; ordinary consumer-grade products have surged and fallen. Behind the cold and hot trends is the stirring of the wave of AI computing power. The market began to ferment at the end of May. News of the explosive demand for AI computing power has been transmitted to the component market. Major overseas manufacturers have shifted a large amount of consumer-level production capacity to high-end AI products. The market is worried about the tightening supply of conventional materials, and channel dealers have been hoarding goods. Entering June, the spot market has entered a hot state of "one price a day, or even one price an hour". Some popular models have increased by 7-8 times in just one month, and spot prices have been speculated up to 2-10 times the original price. By early July, spot prices reached their highest peak and then quickly turned around. Channel dealers who had stocked up in large quantities in the early stage concentrated on shipping, but the demand for downstream consumer electronics terminals was weak and there was a lack of sufficient capacity to take orders. Consumer MLCC prices have experienced a significant correction. Merchant Chen Zhixiao gave the example of the most common material number 0603-104 on the market: "This is the most commonly used material among all capacitors. In the second quarter, 1,000 pieces were sold for about 5 yuan; at the peak at the end of June, they could be sold for 30 yuan, but now they have dropped to 10 yuan." (CCTV Finance)