YAGEO
đź“‹ Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices, driven by AI demand and tight supply-demand conditions in 2H26
Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices, driven by AI demand and tight supply-demand conditions in 2H26.
Evidence & details
- +Murata and Samsung Electro-Mechanics issued price increase notices to customers.
- +Custom high-spec products account for 80% of revenue with demand expanding.
- +Current passive component shortage concentrated in high-spec/custom products with lead times extending to 12-18 weeks.
- +Utilization above 80% for standard and above 90% for high-spec products.
- +AI-related products roughly 15% of revenue, industry in 'first half of Stage 2 of AI revolution'.
- ⚡Expanding AI demand driving raw material cost increases and tight supply-demand.
- ⚡Price hikes expected to be implemented gradually in 2H26.
- ⚡Spillover orders from competitors' full capacity.
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▶ Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices • Taiwanese passive component maker Yageo officially noted that Murata and Samsung Electro-Mechanics — the world’s #1 and #2 MLCC makers — recently issued price increase notices to …
Thesis: Yageo signals possible price hikes as passive component makers raise prices, driven by AI demand, with high utilization and increasing orders.
Yageo signals possible price hikes as passive component makers raise prices, driven by AI demand, with high utilization and increasing orders.
source ↗Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices, driven by AI demand and tight supply-demand conditions in 2H26.
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