Global X debuts ETF targeting key MLCC manufacturers

Global X launched the Global X MLCC & Electronic Components ETF on Tuesday to invest in makers of multilayer ceramic capacitors and related components. The fund targets companies that supply parts used in AI servers, electric vehicles and smartphones. Global X said the industry is concentrated among five manufacturers in Japan, Korea and Taiwan. Its portfolio includes Murata Manufacturing, Samsung Electro-Mechanics, Yageo Corp. and TDK Corp.

Roughly 85 percent of the global MLCC industry is controlled by five manufacturers based in Japan, Korea and Taiwan.

The ETF provides exposure to companies that can be difficult for U.S. investors to access directly through U.S.-listed shares.

Pedro Palandrani said the manufacturers sit at a genuine chokepoint in the AI supply chain.

Global X CEO Ryan O'Connor said the launch reflects the company’s goal of identifying structural trends before they go mainstream.

Published Sep 15, 2026 1:44 pm KST

A digital billboard for Global X in New York / Courtesy of Mirae Asset Global Investments

Global X, the New York-based provider of exchange-traded funds (ETFs), announced Tuesday the launch of a new fund that seeks to invest in the manufacturers of multilayer ceramic capacitors (MLCCs) and related components.

A key building block of many modern electronic devices, MLCCs are used in artificial intelligence (AI) servers, electric vehicles, smartphones and other items. Roughly 85 percent of the global MLCC industry is controlled by five manufacturers based in Japan, Korea and Taiwan.

The Global X MLCC & Electronic Components ETF provides exposure to all of these companies, which can be difficult for U.S. investors to access directly. Its portfolio includes Murata Manufacturing, Samsung Electro-Mechanics, Yageo Corp., TDK Corp. and many others.

"The manufacturers of these components sit at a genuine chokepoint in the AI supply chain and could be difficult to access directly through U.S.-listed shares," said Pedro Palandrani, head of product research & development at Global X.

Global X has long been known for thematic ETFs, including innovations such as its AI and technology ETF, launched more than four years before the public release of ChatGPT.

Today, its AI ecosystem has expanded to a group of nine funds that seek to provide exposure to the diverse industries impacted by the AI build-out, including infrastructure development, electrification, robotics, AI semiconductors, cybersecurity and data centers as well as commodities like uranium, copper and natural gas.

"Our goal has always been to identify structural trends before they go mainstream," Global X CEO Ryan O'Connor said. "We believe today’s launch represents the latest expression of that goal, along with the continued expansion of our AI product suite."

Global X周二推出Global X MLCC及电子元件ETF，投资于多层陶瓷电容器及相关元件的制造商。该基金的目标是为人工智能服务器、电动汽车和智能手机等应用领域提供零部件的公司。Global X表示，该行业主要集中在日本、韩国和台湾的五家制造商手中。其投资组合包括村田制作所、三星电机、国巨株式会社和TDK株式会社。

全球MLCC行业约85%的份额由五家分别位于日本、韩国和台湾的制造商控制。

该 ETF 让美国投资者有机会投资那些他们难以通过在美国上市的股票直接投资的公司。

佩德罗·帕兰德拉尼表示，制造商们正处于人工智能供应链的真正瓶颈。

Global X 首席执行官 Ryan O'Connor 表示，此次发布体现了公司在结构性趋势成为主流之前就识别这些趋势的目标。

发布于2026年9月15日下午1:44（韩国标准时间）

纽约Global X的数字广告牌 / 图片由未来资产环球投资公司提供

总部位于纽约的交易所交易基金 (ETF) 提供商 Global X 周二宣布推出一只新基金，旨在投资多层陶瓷电容器 (MLCC) 及相关组件的制造商。

MLCC（多层陶瓷电容器）是许多现代电子设备的关键组成部分，广泛应用于人工智能（AI）服务器、电动汽车、智能手机等领域。全球约85%的MLCC市场份额由五家分别位于日本、韩国和台湾的制造商控制。

Global X MLCC & Electronic Components ETF 让投资者有机会投资所有这些公司，而美国投资者直接投资这些公司可能比较困难。该 ETF 的投资组合包括村田制作所、三星电机、国巨株式会社、TDK 株式会社等众多公司。

Global X 产品研发主管 Pedro Palandrani 表示：“这些组件的制造商处于人工智能供应链的真正瓶颈，可能很难通过在美国上市的股票直接接触到他们。”

Global X 一直以主题 ETF 而闻名，包括其人工智能和科技 ETF 等创新产品，该产品比 ChatGPT 公开发布早了四年多。

如今，其人工智能生态系统已扩展到九支基金，旨在投资受人工智能发展影响的各个行业，包括基础设施建设、电气化、机器人、人工智能半导体、网络安全和数据中心，以及铀、铜和天然气等大宗商品。

Global X 首席执行官 Ryan O'Connor 表示：“我们的目标始终是在结构性趋势成为主流之前就识别出来。我们相信，今天的发布会正是这一目标的最新体现，同时也标志着我们人工智能产品套件的持续扩展。”