🌘 Meet Kimi K2.7 Code HighSpeed!
A high-speed mode of our latest open-source multimodal coding model, Kimi K2.7 Code.
⚡️ Up to 6× faster: Around 180 tok/s on coding tasks with median-length inputs, and up to 260 tok/s on shorter-context tasks.
🔷 Rolling out to Kimi Code Beta Program members, Kimi API developers, and Kimi Business users. (Access will remain limited for now due to capacity constraints.)
🔷 No invite needed. Anyone who joins the Beta Program has a chance to get access 👉 https://t.co/eKogsFGJt6
Open intelligence should be instant, affordable, and borderless. We'll continue improving the model and expanding access as more capacity becomes available!
🔗 Kimi Code: https://t.co/uvoSJKyGCY
🔗 API: https://t.co/mzWxjgGO1h
What's happening in the MLCC market
First off, MLCC as a whole is a $15B market. MLCCs for servers were a $1.3B market in 2025 ($600m for AI servers, $700m for general servers)
The AI server MLCC market is growing at 80%+ CAGR, and the general server MLCC market will also accelerate due to agentic AI increasing CPU demand (around 30%-40% CAGR)
We will see negative growth in the smartphone/mobile MLCC market for at least 2026-27.
Humanoids are another future high-growth market for MLCCs
Book-to-bill ratio for most MLCC suppliers is over 1 now
Reasons for price hikes-
High Nickel & Silver are affecting all segments
There is a supply-demand mismatch in the high-end (high capacitance, high voltage) segment, which is used in autos & servers
High-end MLCC lead time is over 20 weeks
Spot/distributor prices have increased by 20%-40% for low capacitance & consumer device MLCCs due to hoarding and double booking, especially in China
OEM contracts have not seen large price hikes yet
What's happening now:
Rapid capacity expansion happening across the industry
Murata expects blended ASP prices to remain flat (ASP going down in consumer electronics, expansion in AI server market)
Tier 1 players like Murata, Taiyo Yuden, SEMCO building capacity to serve AI server MLCC market
This will create opportunities for Tier 2/3 and Chinese suppliers to expand in the mid to low end market (Macronix effect)
Future:
MLCC production equiment & raw materials suppliers will be the biggest beneficiary of this CAPEX boom
MLCC producer stocks have performed well, and it is finally spilling to raw material/equipment producers
I expect them to outperform MLCC producers now
🚀 We’re hiring! DeepSeek is forming a new Harness team to build Code Harness from the ground up—may be you can call it DeepSeek Code or something like this hhh🤣🤣🤣
📍 Based in Beijing. Two roles open:
🧠 Harness Product Manager → https://t.co/oliNbSD8xk
👨💻 Harness R&D Engineer → https://t.co/xCSK5wSEAR
Research meets product—let's build it together. Hit the links and apply directly! 🔥
#DeepSeek #CodeHarness #AI #Hiring #ProductManager #Engineering #Beijing #Referral