Time: 2026-07-29 23:48:20

English summary

### Update Time: 2026-07-29 23:48:20 Content: Sorting out changes [Tianfeng Auto] MLCC Update Recommendation: Frequent price increase news recently, industry marginal acceleration clear in Q3 - 0729 --------------------------------------------- At the current point, organizing potential Q3 price increase information from original manufacturers. 1. Japanese and Korean manufacturers: 1) Samsung: August channel price increase of 30% for some, possible further adjustment in September; 2) Taiyo Yuden: September price increase, possibly around 20%; 3) Murata: possible price increase in H2. 2. Taiwanese manufacturers: Yageo: just adjusted across the board on 7/1, recently using auction-style bidding for hidden price increases. 3. Domestic manufacturers: 1) Sanhuan: mid-low capacitance parts had few price adjustments before, August increase of 40-50%; 2) Yunzhong Technology: previous adjustment pace was 40% each in June and July, 20% in August, but early implementation was slow, so pace may be a direct 100% increase in August; 3) Fenghua Advanced Technology: just raised prices on 7.20, will observe industry prosperity for future adjustments. ...