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[Murata Manufacturing subsidiary plans to invest 9 billion yen to expand the production of MLCC ceramic raw materials] "Science and Technology Innovation Board Daily" reported on the 10th that Okayama Murata Manufacturing, a subsidiary of the global MLCC leader Murata Manufacturing, plans to invest approximately 9 billion yen to expand the production of ceramic raw materials for MLCC and other electronic parts. The new production line is expected to start construction in October 2026 and be put into production in April 2028. The scale of the new production capacity of this expansion has not yet been disclosed. Ultra-fine particles and high-purity ceramic raw materials produced by Okayama Murata are used in Murata's MLCC products, which have the largest market share in the world. (Nikkei Shimbun)
#MLCC#AI10-10 14:28
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[MLCC concept fluctuated and fell, China Ceramics Materials fell by more than 10%] On October 9th, MLCC concept fluctuated and fell, China Ceramics Materials fell by more than 10%, Fenghua Hi-Tech, Yunzhong Technology, Torch Electronics, and Sanhuan Group followed suit.
#Live broadcast#MLCC10-09 10:07
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[MLCC concept fluctuated and strengthened, Kangda New Materials hit the daily limit] On October 8th, the MLCC concept fluctuated and strengthened in early trading, and Kangda New Materials hit the daily limit, followed by Yuxing Co., Ltd., Yunzhong Technology, Shuangxing New Materials, Sanhuan Group, Fenghua Hi-Tech, and Lihexing. On the news, on October 6, Samsung Electro-Mechanics disclosed in the regulatory documents submitted that the company signed a supply contract for multilayer ceramic capacitors (MLCC) for AI servers with a large global company on the same day. The contract amount is approximately 285.611 billion won (approximately US$210 million), and the contract period is from January 1 to December 31, 2027.
#server#Samsung#container#Live broadcast#MLCC10-08 09:47
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[Samsung Electro-Mechanics received nearly 290 billion won in AI server MLCC orders] On October 6, Samsung Electro-Mechanics disclosed in the regulatory documents submitted that the company signed a multilayer ceramic capacitor (MLCC) supply contract for AI servers with a large global company on the same day. The contract value is approximately 285.611 billion won (approximately US$210 million), and the contract period is from January 1 to December 31, 2027.
#server#Samsung#container#AI#MLCC10-06 12:40
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[Trihuan Group: MLCC original factory prices "will not change as fast as dealer channels"] On September 21, in response to media reports of violent fluctuations in MLCC prices, Sanhuan Group told reporters who called as investors that prices in the spot market (such as dealers in Huaqiangbei) generally change relatively quickly, but original factory prices do not change like this. However, overall, the market situation of MLCC this year is "pretty good." A senior electronic component practitioner revealed that the current MLCC spot market is "not so evil and relatively calm." (Reporter Xu Xuecheng)
#TMT Industry Observation#Live broadcast#MLCC09-21 14:54
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[MLCC concept is active and Double Star New Material is approaching the daily limit] On September 21, the MLCC concept was active and Double Star New Material was approaching the daily limit. Yunzhong Technology, Sanhuan Group, Fenghua Hi-Tech, Torch Electronics, and China Ceramics Materials followed suit. In terms of news, it is reported that MLCC is known as the "rice of the electronics industry" in the industry. AI has driven the shortage of high-capacity models to skyrocket, and some spot prices have skyrocketed several times. Entering June, the spot market has entered a hot state of "one price per day, or even one price per hour". Some popular models have increased by 7-8 times in just one month.
#Live broadcast#MLCC09-21 09:34
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[MLCC concept shocks and pulls up Shuangxing New Materials 3-link board] On September 15, the MLCC concept shocks and pulls up, Double Star New Materials 3-link board, Torch Electronics, Sanhuan Group, Sticky, follow the rise. In terms of news, Murata Manufacturing Co., Ltd., the global leader in MLCC, recently released a clear signal for production expansion. According to Nikkei News, Murata plans to increase its multilayer ceramic capacitor production capacity by 20% from the current level in fiscal year 2027 (April 2027 to March 2028).
#container#Live broadcast#MLCC09-15 09:38
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[MLCC concept shocks and rises, Double Star New Materials 2-link board] On September 14th, MLCC concept shocked and pulled up, Double Star New Materials 2-link boards, Fenghua Hi-Tech, Yunzhong Technology, China Ceramics New Materials, Torch Electronics, and Sanhuan Group followed suit. On the news, Murata officially announced the discontinuation of some MLCC material numbers, issued a "product line optimization" notice to customers, and announced that it would start the discontinuation of some MLCC products and production capacity adjustments in the 2026 fiscal year, while expanding other production capacities.
#Live broadcast#MLCC09-14 09:42
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[MLCC concept rises again, Yunzhong Technology rises by more than 10%] On September 11th, the MLCC concept rose again in the afternoon, and Yunzhong Technology rose by more than 10%. Previously, Double Star New Materials hit the daily limit, and Fenghua Hi-Tech, Hongming Electronics, Torch Electronics, China Ceramics Materials, and Sanhuan Group quickly surged higher.
#Live broadcast#MLCC09-11 13:35
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[The MLCC concept moved up and Double Star New Materials rose by the daily limit] On September 11, the MLCC concept moved up in early trading, and Double Star New Materials rose by the daily limit. Yunzhong Technology, Fenghua Hi-Tech, China Ceramics Materials, and Jiemei Technology were among the top gainers. On the news, MLCC leader Murata Manufacturing Co., Ltd. recently officially issued an official notice, announcing that it will start product line optimization in the 2026 fiscal year, and will discontinue production of some MLCC products and expand other production capacity. The scope of this suspension covers specific material numbers in the consumer-grade conventional series and automotive specification series, including some GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA series.
#CG#Live broadcast#MLCC09-11 09:36
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[MLCC leader Murata has discontinued some consumer-grade conventional and automotive series products] "Science and Technology Innovation Board Daily" reported on the 10th that MLCC leader Murata Manufacturing Co., Ltd. recently issued an official notice, announcing that it will start product line optimization in the 2026 fiscal year, and will discontinue production of some MLCC products and expand other production capacity. Customers are informed to complete a written reply before the end of 2027, and to complete the final order before the end of March 2028. The scope of this suspension covers specific material numbers in the consumer-grade regular series and automotive specification series, including GRM, GRJ, GRT, GXM, GXT, GCM, GCJ, GCG and ZRA series.
#CG#MLCC09-10 17:18
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[Samsung Electro-Mechanics signs an MLCC supply contract for AI servers worth over 1 trillion won] According to the Science and Technology Innovation Board Daily on the 2nd, Samsung Electro-Mechanics signed a long-term supply agreement (LTA) worth 1.07 trillion won for multilayer ceramic capacitors (MLCCs) with a large global technology company for artificial intelligence servers. The contract period is one year, from January 1, 2027 to December 31, 2027. This order is the largest long-term MLCC supply contract in the history of Samsung Electro-Mechanics. (ZDNET Korea)
#AI#server#Samsung#container#EA#TMT Industry Observation#MLCC09-02 08:52