[Industry Chain Explosion] All Lines in Emergency! MLCC Up 30% with No Stock Even with More Money, DRAM Slashed 70%, HBM Signs Huge 950 Billion Long-Term Agreement!

English summary

### [Industry Chain Explosion] All Lines in Emergency! MLCC Up 30% with No Stock Even with More Money, DRAM Slashed 70%, HBM Signs Huge 950 Billion Long-Term Agreement! Time: 2026-07-31 19:58:46 Content: Core viewpoint: Market focus has shifted from "speculating on concepts" to "bottleneck shortages"! AI computing power is siphoning capacity from traditional electronic materials. This is not hype; it's a real physical gap. [MLCC: Third Wave of Price Hikes] Action: Two major leaders sent letters, price increases starting at 30%! Current status: Even with more money, goods are unavailable; Japanese and Korean manufacturers have explosive AI orders, and consumer-grade products are severely spilling over. A-share mapping: Focus on domestic leaders with a high proportion of high-capacity MLCC products, and upstream powder materials. ...