Why Will MLCC Soar in August-September? 三星 Up 30%, 太诱 Follows, Rubin Stockpiling Collides with Capacity Vacuum!

English summary

### Why Will MLCC Soar in August-September? 三星 Up 30%, 太诱 Follows, Rubin Stockpiling Collides with Capacity Vacuum! Time: 2026-07-29 18:49:23 Content: Who will be the vanguard of the rebound in this market? In the article on July 23, I directly gave the answer: MLCC! Why is it and not others? Besides the price increase we mentioned, the overall reason is: domestic substitution + global industry explosion, the price increase driver is the most obvious, and also the overall market cap is small, easy to focus and push and explode! After the 23rd, it continued to strengthen as expected, and today we have further thinking, logic and judgment! Today I am still sick, and I feel a bit of low fever, so I will simply sort it out again! 1. Event Driver: Why Can MLCC Become the Vanguard of AI Hardware Rebound? The recent performance of the MLCC sector is outstanding, essentially the result of the triple resonance of price increase certainty, supply rigidity, and demand burst power, and in August-September will usher in denser catalysts, and the market may enter the main rising stage. ...