B · Normal
[MLCC concept rebounded with shock and Hua Ci shares had 3 boards in 6 days] On October 21, the MLCC concept rebounded with shock and Hua Ci shares had 3 boards in 6 days. Sanhuan Group, Jiemei Technology, China Ceramics Materials, Yunzhong Technology, and Fenghua Hi-Tech followed suit. On the news, according to a Goldman Sachs research report, in the bill of materials of AI servers, MLCC has jumped to become the third largest cost item after GPU and memory chips. China Business Industry Research Institute predicts that from 2025 to 2030, the global MLCC market will expand from US$23.44 billion to US$47.88 billion, with a compound annual growth rate of approximately 15%.
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