Between March 2017 and March 2018 the global market for multilayered ceramic chip capacitors (MLCC) saw increased lead times, parts shortages and price increases resulting in a round of capacity expansion to keep up with customer needs. This cycle of disruption has happened before and in the past the up-cycle seldom lasted more than 10 to 14 months, until real capacity expansion took hold of the market. It is also important to note that immediately following a significant amount of capacity coming on line the market does an “about-face” and drops off, and when the market begins its downturn, it usually happens quickly.
一堆散戶在喊,這是EPSxxx元的公司云云,不用怕低接低接,你10圓不敢接、100圓不敢接、500圓開始等回檔要接、1000好想接,當全市場都知道MLCC下半年要漲價,然後呢?就變成看誰跑得快的遊戲,散戶還是別玩股票吧...