[Batch Limit Up, High-End MLCC Ceramic Powder Expected to See Both Volume and Price Increases]

Published: Jun 15, 2026 11:52 (GMT+8)
Today, the MLCC concept sector was active once again. In terms of news, according to the Hubei Jiangcheng Laboratory, the lab recently made a major breakthrough in key capacitor technology, successfully developing a three-dimensional multilayer on-chip capacitor with a capacitance density exceeding 1,000 nanofarads per square millimeter. The AI wave is driving the volume growth of high-end MLCCs, and high-end MLCC ceramic powders are expected to see increases in both volume and price. A research report from Zhongtai Securities stated that due to the complex power supply architecture and increasing GPU power consumption of AI servers, the number of MLCCs used per rack has surged from around 2,000 in traditional servers to hundreds of thousands.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or for more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
Dongfang Tantalum: Domestic demand in China for high-value-added products such as superalloys, semiconductor tantalum targets, and high-purity niobium materials is gradually rising.
22 hours ago
Dongfang Tantalum: Domestic demand in China for high-value-added products such as superalloys, semiconductor tantalum targets, and high-purity niobium materials is gradually rising.
Read More
Dongfang Tantalum: Domestic demand in China for high-value-added products such as superalloys, semiconductor tantalum targets, and high-purity niobium materials is gradually rising.
Dongfang Tantalum: Domestic demand in China for high-value-added products such as superalloys, semiconductor tantalum targets, and high-purity niobium materials is gradually rising.
22 hours ago
Slight decline continued before the holiday, with only sporadic transactions [SMM South China Spot Aluminum Daily Review]
22 hours ago
Slight decline continued before the holiday, with only sporadic transactions [SMM South China Spot Aluminum Daily Review]
Read More
Slight decline continued before the holiday, with only sporadic transactions [SMM South China Spot Aluminum Daily Review]
Slight decline continued before the holiday, with only sporadic transactions [SMM South China Spot Aluminum Daily Review]
22 hours ago
Institutions: iPhone 18 Pro series first-week sales in China up 12% YoY
23 hours ago
Institutions: iPhone 18 Pro series first-week sales in China up 12% YoY
Read More
Institutions: iPhone 18 Pro series first-week sales in China up 12% YoY
Institutions: iPhone 18 Pro series first-week sales in China up 12% YoY
According to Counterpoint Research's China Smartphone Weekly Sales Tracker, China's weekly smartphone sales have maintained a double-digit YoY decline since July. Affected by rising storage costs, consumer demand remains weak, but with the arrival of the September new product launch cycle, the market is expected to see a MoM recovery. Sales of the iPhone 18 Pro series in its first three days of availability (accounting for only three days of Week 38) were up 12% YoY compared with the first-week sales of the iPhone 17 Pro series. Driven by this strong start, Apple topped the weekly sales chart in Week 38, capturing a 33% share of China's smartphone market.
23 hours ago