Defiance ETFs, 미국 최초 커패시터·MLCC ETF ‘CAPA’ 출시

Defiance ETFs launched CAPA (Cboe: CAPA), the first U.S.-listed ETF focused on capacitor and passive electronic component suppliers for AI infrastructure. The fund tracks the BITA AI Capacitors Leaders Index, which includes major manufacturers like Murata, TDK, Samsung Electro-Mechanics, and Kyocera. Industry data shows strong growth potential, with MLCC shipments for AI servers expected to grow ~30% annually through 2030.