# MLCC
Latest news and articles about MLCC
Total: 3 articles found
ChiNext Leads A-Share Recovery as Tech Resilience Trumps Global Rate Jitters
Chinese markets opened higher on May 25, led by a near 1% gain in the ChiNext index and strength in the electronics and energy sectors. Analysts remain bullish, viewing recent volatility as a temporary correction while highlighting the resilience of A-shares against rising U.S. bond yields.
Nvidia’s GTC and a Cooling A‑share Rotation: Why China’s AI Hardware Rally Suddenly Stalled
Nvidia’s GTC set out an ambitious vision for AI infrastructure that validates long‑term demand for higher‑performance compute but also triggered profit taking and a sharp pullback among China’s recent market leaders. The sell‑off reflects a mixture of recalibrated expectations, quant‑driven trading and fresh supply‑side worries such as MLCC price hikes and extended memory tightness, leaving short‑term volatility high even as the structural AI opportunity remains intact.
Nvidia’s GTC Rebases Expectations — China’s Stock Rotation Collapses as AI Hardware Hype Recedes
Nvidia’s GTC announcements—new liquid‑cooled systems, optical switches and a $1 trillion demand projection—sparked a reassessment of AI hardware expectations. Chinese equity markets reacted with a broad sell‑off in recently hot rotation sectors, amplified by quant trading and profit taking, while defensive sectors gained.