As Japanese and Korean giants move upmarket, China’s MLCC firms see their chance
SCMP Tech / 6/11/2026
📰 NewsSignals & Early TrendsIndustry & Market Moves
Key Points
- The rapid AI server buildout is boosting demand for advanced MLCCs, creating a stronger market for multilayer ceramic capacitors.
- Japanese and South Korean MLCC leaders are moving further upmarket, which helps create opportunities for Chinese firms to expand in lower-end segments.
- Even though Chinese manufacturers are behind rivals in advanced technology, the shifting demand mix allows them to win incremental share.
- Overall, the article frames the AI-driven components cycle as a window of opportunity for China’s MLCC industry to grow revenue and presence.
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