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

Published: Jun 15, 2026 11:52

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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.

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