Downstream Samsung to Raise Prices 30% Effective August 1; Upstream Price Hikes Imminent, Could Be Announced Any Time, Similar to Sinocera

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### Downstream Samsung to Raise Prices 30% Effective August 1; Upstream Price Hikes Imminent, Could Be Announced Any Time, Similar to Sinocera

Time: 2026-07-30 11:50:00

Content:

Sinocera, as an upstream material supplier for MLCC, announced a price increase of 10%-40% a few days ago (actual mainstream adjustment around 30%), and its stock hit the daily limit that day. Sinocera's MLCC business accounts for about 15%, while Boqian New Material's MLCC accounts for over 70%, so it benefits more fully.

Samsung has now officially announced a large-scale price increase of 30% effective August 1, and has finalized an AI server component supply contract worth over 500 billion KRW with a specific US technology company. This price increase has been confirmed by multiple media outlets and industry research reports, and has become the core event driving linked price hikes across the upstream and downstream industry chain. Boqian New Material's largest customer is Samsung, accounting for about 50% of its business, and it is highly likely to follow. 1. ...