According to media reports, after experiencing a two-year downturn, MLCC has begun to see a relatively mild recovery, with the total shipments of related manufacturers increasing by 5.4% in the second quarter. With the recovery in consumer electronics and rising demand for AI servers, related companies have seen increases in revenue and net profit, and the utilization rate of production lines has noticeably improved.

MLCC, also known as multilayer ceramic capacitors, is one of the most widely used electronic components in the electronics industry, often referred to as the "staple food" of the electronic industry. Major MLCC manufacturer Murata recently stated that AI is driving the demand for MLCCs, with the company's president Kurehiro Nakashima saying that the AI-driven MLCC demand surge has started with servers, edge computing, and other remote devices, and next year it will explode in AIPC, AI phones, and other terminal devices. In addition, the demand for MLCCs used in smart phones is gradually recovering, mainly driven by the wave of phone upgrades, with strong shipments from American and Korean manufacturers. As demand surges, Murata's MLCC factory capacity utilization rate has been steadily increasing, to meet terminal demand, with a capacity utilization rate of about 80% to 85% in the previous quarter and expected to rise to 85% to 90% this quarter.

According to the Financial Data Center, among related listed companies:

Guangdong Fenghua Advanced Technology has grown into a leading enterprise in the passive electronic component industry in China, with a relatively large comprehensive scale among domestic counterparts, a wide range of products, strong comprehensive supporting capabilities, leading innovation capabilities, and strong industry influence.

Sichuan EM Technology's "Annual Production of 20,000 Tons of Ultra-thin MLCC Optical Grade Polyester Film Technology Transformation Project (Shandong No. 9 Line)" production equipment has been installed, debugged, and entered the trial production phase. The main product of this project is ultra-thin MLCC optical grade polyester film.