>> MLCC Prices Surging? Reporter Visits Huaqiangbei in Shenzhen to Investigate — Shanghai Securities News - According to merchants in Shenzhen’s Huaqiangbei, prices of some high-capacity MLCCs have risen 3–5x over the past month, while certain models have surged by as much as 8–10x. Lead times have also extended from around 10 weeks previously to 20 weeks, with some cases where “even the original manufacturers are unable to supply inventory.” - However, industry participants view this price increase as a structural move concentrated in high-capacity MLCCs used in AI servers. They believe it has not spread across the broader MLCC market, but is instead limited to specific demand segments. As a result, the market does not expect this to develop into a broad-based price surge similar to what has occurred in memory semiconductors.