Taiyo Yuden September Price Hike Due to Upstream Material Price Increases; MLCC Most Beneficial Link Is Shifting: Why Upstream Materials Are the Most Beneficial Link

English summary

### Taiyo Yuden September Price Hike Due to Upstream Material Price Increases; MLCC Most Beneficial Link Is Shifting: Why Upstream Materials Are the Most Beneficial Link Time: 2026-07-30 09:52:13 Content: Guoci Materials raised prices by 30% a few days ago, hitting limit-up that day. Recently, Samsung, Taiyo Yuden and other industry giants have successively initiated price hikes and long-term agreements, and are expanding capacity, but the expansion cannot change the shortage. Therefore, upstream materials are currently the most upstream and most beneficial bottleneck link, with volume, price, and quality rising together - a Davis triple play. Boneng New Materials, Guoci Materials, and Jiemei Technology, as upstream 'shovel' stocks, fully benefit and may be the most beneficial link now and in the next stage. Previously, the most beneficial link was FengHua Advanced Technology, which sells products; the beneficial link may shift later. In the next round of MLCC industry chain rise and performance realization, the largest increment and profit migration will be concentrated on the 'material end', with two key upstream drivers: barium titanate ceramic powder (the 'soul material' of the dielectric layer) and nano nickel powder (the core of internal electrodes). ...