On June 16, Tenley Holdings Group rose 5.77% in regular trading, trading at HK$7.34/share, with turnover of HK$22.88 million. The stock continues to benefit from a strengthening MLCC industry upcycle driven by AI server demand and broadening supply constraints.

On the news front, global MLCC leader Murata Manufacturing has officially issued price increase notices targeting AI server and high-end automotive-grade MLCC, with hikes ranging from 10% to 40%. TDK subsidiary TDK and Samsung Electro-Mechanics have followed suit. Lead times for high-end MLCC have extended from 8-12 weeks to 16-24 weeks, indicating a significant supply-demand gap. Major MLCC manufacturers including Yageo, Walsin, Prosperity Dielectrics, and Xenics have signaled that the current AI-driven shortage cycle could become the longest supply-demand imbalance in industry history.

Tenley Holdings' wholly-owned subsidiary Yoyang Technology ranks among the top seven globally in MLCC capacity and holds the world's largest share of ultra-miniature MLCC production at over 95%. Its AI MLCC products have entered NVIDIA and Ascend server supply chains, positioning the company as a direct beneficiary of the ongoing super-cycle.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)