Holy Stone to boost MLCC capacity 40%; analyst warns low-end oversupply
zephyr_z9 · x · 2026-11-11
- Taiwan's Holy Stone (3026) said AI-server power architecture upgrades are driving high-end MLCC demand: it will expand MLCC capacity another 40% next year (after +30% this year), target 50% passive-component revenue mix, and raise NT$2.8B+ via a 7M-share cash infusion.
- Analyst zephyrz9 counters that the low-to-mid-end MLCC market faces oversupply, Murata won't cede share there, and consumer electronics demand could drop another 15%-20% next year.
- The market is splitting: AI high-end tight, consumer low-end glutted.
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