AI's demand for data centers is creating the largest MLCC supply cycle in history. AI servers require significantly more MLCCs than standard setups, driving up demand.
Soaring AI server demand is pushing Japanese and South Korean MLCC makers into high-end products, creating opportunities for Chinese competitors in lower-end markets. The MLCC market is experiencing a historic cycle with rising prices and capacity expansion expected.
Jim Cramer's Charitable Trust sold 75 shares of Qnity Electronics at approximately $145, reducing its position to 850 shares and decreasing portfolio weight from 3.55% to 3.25%. The sale locks in a 64% gain on stock purchased in August 2023. Qnity Electronics, spun out of DuPont in November 2025, has rallied 78% this year, ranking as the 14th best S&P 500 performer, while the semiconductor sector has surged 42% since late March.
