Caitong Securities said in a research note that multi-layer
文 / 小金
2026-06-04 14:50:24
来源:亚金网
Caitong Securities said in a research note that multi-layer ceramic capacitors (MLCC) are shifting from consumer-electronics cyclicals to hard‑tech growth driven by AI compute and automotive electronics. With demand-side restructuring, rigid constraints on high‑end supply and a K‑shaped price-cycle divergence, the global MLCC market is undergoing structural change and a window for Chinese domestic substitution is gradually opening.
