Shenzhen Huaqiang said in an investor-relations record that MLCC demand is in a
high cycle driven by AI compute build-out. AI servers are materially increasing
use of high-capacitance MLCCs and displacing consumer supply; high-end MLCC
capacity is tight, new capacity has long construction cycles and near-term
incremental supply is unlikely, so procurement is rising and overall lead times
are lengthening. The company is a major authorized distributor for Murata and
said MLCC sales revenue continued to grow in 1H 2026. Acting as a key agent for
storage vendors including Jiangbolong, Jingcun Technology, GigaDevice, Silicon
Motion and Qianyi International, Shenzhen Huaqiang reported storage product-line
shipments rose over 330% YoY in 1H 2026 and storage accounted for more than 40%
of its authorized-distribution revenue.
