[Market in Extreme Divergence! Storage Shortage, MLCC Price Hikes, Optical Module and Robot Crashes - Quick Overview]

English summary

### [Market in Extreme Divergence! Storage Shortage, MLCC Price Hikes, Optical Module and Robot Crashes - Quick Overview] Time: 2026-07-30 20:21:38 Content: Conclusion: The current market divergence is intensifying. On one hand, there are real "bottleneck" price increases (DRAM, MLCC, VC), and on the other hand, institutional stampede exits (optical modules) and geopolitical black swans (robots). Don't catch a falling knife; focus on the hard shortage logic! [Attack Direction: Price Increase Shortage Chain] 1️⃣ DRAM: Samsung's conference call directly showed its hand—"next year will be tighter than this year"! Long-term agreements lock in 60-70% of capacity, module manufacturers have had supply cut by 70%, and some factories warn of "no goods to sell." AI's squeeze on wafers has created a huge supply gap. 2️⃣ MLCC: The third wave of price increases is here! Two leading companies raised prices by 30%, and even with more money you can't get goods. AI demand is exploding, Japanese and Korean manufacturers' shipments hit record highs, and consumer-grade order spillover triggers a chain shortage. 3️⃣ VC additives: Battery bottleneck auxiliary material, surged 40% in a month back to 200,000/ton. …