Shares of companies related to multilayer ceramic capacitors (MLCC) are experiencing strong gains amid expectations of rising prices due to supply shortages.
As of 1:56 PM on June 18, Hanul Semiconductor was trading at 13,710 won, up 3,160 won (29.95%) from the previous trading day.
The company announced it has signed a memorandum of understanding (MOU) with Japan's Murata, the world's largest MLCC manufacturer, to jointly explore the manufacturing process for high-performance MLCC mounting equipment. This equipment is crucial for the precise transport and placement of components during MLCC production.
Other MLCC-related stocks are also on the rise. At the same time, Samwha Capacitor has hit its ceiling price. Samsung Electro-Mechanics is trading at 2,210,500 won, up 178,500 won (8.78%) from the previous day. Other companies, including Abatek (up 18.56%) and Kochip (up 18.28%), have also seen double-digit increases.
Analysts attribute this surge to increased demand for MLCCs driven by the expansion of AI servers.
Yang Seung-soo, a researcher at Meritz Securities, noted, "As the power specifications of AI servers increase, the demand for high-voltage MLCCs is also rising rapidly. This cycle is characterized by simultaneous growth in demand for high-capacity, high-voltage MLCCs for AI servers, alongside an overall supply shortage in the industry."
* This article has been translated by AI.
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