40% Gap! High-End MLCC in Short Supply, Domestic Leader's 15 Billion Expansion Ushers in Historic Opportunity!

English summary

### 40% Gap! High-End MLCC in Short Supply, Domestic Leader's 15 Billion Expansion Ushers in Historic Opportunity! Time: 2026-07-30 19:09:06 Content: Recently many fans ask: Why do only a few MLCC stocks rise? What is the core logic behind it? The actual core logic is: high-end MLCC! Because the real gap is not low-end, but high-end MLCC. Because the logic and value behind it is worth our key consideration! 1. Event driver: Why can MLCC only focus on high-end? The current market is prone to misunderstanding: MLCC is a standardized general-purpose component with huge total volume, and once shortage occurs, all categories rise across the board. But the current industry reality is that supply and demand are completely split, and track value is binary differentiated. The only one with a sustained gap, sustained price increase ability, and long-term investment value is high-end high-capacity MLCC; low-end consumer-grade has no basis for a major rally. ...