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electronics
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$YAGEO HIKES ALL CAPACITOR PRICES – BIGGEST INCREASE IN YEARS 💥
This is a structural shift in the passive component market. Yageo's full-range price increase, effective July 1, covers MLCCs, aluminum electrolytic, tantalum, and more. For AI server high-capacity MLCCs, prices rose 15–35%, and some scarce models have doubled on spot markets.
Multiple manufacturers are now preparing for further hikes in H2. This supply squeeze creates clear momentum for those positioned early. How are you adjusting your exposure to component-dependent names?
Not financial advice. Always manage your risk.
#YAGEO #SupplyChain #Breakout #Electronics
💥
This is a structural shift in the passive component market. Yageo's full-range price increase, effective July 1, covers MLCCs, aluminum electrolytic, tantalum, and more. For AI server high-capacity MLCCs, prices rose 15–35%, and some scarce models have doubled on spot markets.
Multiple manufacturers are now preparing for further hikes in H2. This supply squeeze creates clear momentum for those positioned early. How are you adjusting your exposure to component-dependent names?
Not financial advice. Always manage your risk.
#YAGEO #SupplyChain #Breakout #Electronics
💥
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