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TrendForce's latest research findings indicate that the AI crowding-out effect continues to intensify, and the MLCC industry is entering a phase of structural restructuring. Major Japanese and South Korean manufacturers have notably shifted toward a strategy of "reducing supply for consumer applications while increasing supply for AI applications." Meanwhile, mainland Chinese manufacturers, which have been accelerating their expansion into international supply chains in recent years, have also benefited from this strategic shift by Japanese and South Korean manufacturers, successfully entering the MLCC verification processes of Dell, HP, Asus, Acer, and other companies.
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