TODAY'S MARKET INTELLIGENCE
Taiyo Yuden: Taiwanese media reports it will raise MLCC prices in September. Jerry/Kanemoto noted that the price increase was communicated by Taiyo Yuden's Japan headquarters to direct customers, so a price hike of around 20% may be seen. Our research indicates that major suppliers are currently focusing on increasing the mix of AI power-related products to replace capacity for commoditized IT MLCCs.
English summary
Investors are focusing on Taiyo Yuden's execution relative to industry leaders Murata and SEMCO; the sub-sector's relatively high valuations may continue to be a drag.
The English text is machine translated and may require verification against the Chinese version.
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