[HTDZ] Samsung Confirms Price Increase, MLCC Price Hike Wave Arrives - 20260729

English summary

### [HTDZ] Samsung Confirms Price Increase, MLCC Price Hike Wave Arrives - 20260729 Time: 2026-07-30 08:39:37 Content: [HTDZ] Samsung Confirms Price Increase, MLCC Price Hike Wave Arrives - 20260729 According to South Korea's Chosun Ilbo, Samsung Electro-Mechanics has recently notified sales partners that from August 1, MLCC product shipment prices will be uniformly raised by 30% on the current basis. We previously reported that according to industry chain feedback, Samsung's price adjustment this round targets a wide range of areas including consumer and industrial. Led by the leader, Taiyo Yuden has also launched a price adjustment plan, and Yageo may further follow; domestic leading MLCC companies have also simultaneously started price increases. Driven by the continuous increase in original factory prices recently, spot prices are expected to recover and rise, and some agents have already stopped taking orders. We believe that low-to-medium value products may show a second-order upward price cycle in the second half of the year. On the one hand, the shortage cycle for MLCC and others started later, and AI demand gradually reflects with the linear increase of rack power consumption;…