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"Capacitors Are The New Memory": Why Goldman Thinks Soaring Capacitor Demand Will Spark Huge Gains In These Stocks
"The current MLCC cycle, driven by AI, will be the largest and longest in history. We are still in the early stages of the cycle."
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zerohedge.com
"Capacitors Are The New Memory": Why Goldman Thinks Soaring Capacitor Demand Will Spark Huge Gains In These Stocks
"The current MLCC cycle, driven by AI, will be the largest and longest in history. We are still in the early stages of the cycle."
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cryptobriefing.com
Goldman Sachs predicts capacitor stocks will surge as AI data centers devour components
Goldman Sachs forecasts a historic upcycle for capacitor makers through 2030, driven by surging AI data center demand and 220% projected power growth.