MLCC price hike wave escalates, A-share concept sector surges nearly 5%, Bojay Electronics and other stocks hit daily limit

IndustryEarnings Impact 4
โดย 21世纪经济·Read original
Summary · why it matters

The A-share MLCC concept sector remained active in the afternoon of August 4, closing with an overall gain of 4.9%, as Bojay Electronics and Dongcai Technology hit their daily limit. In terms of news, leading Japanese and Korean manufacturers such as Murata, Samsung Electro-Mechanics, and Taiyo Yuden have successively raised prices for high-end, high-capacitance MLCCs used in AI servers and automotive-grade applications, with increases ranging from 15% to 30%. Several companies have acknowledged that delivery lead times for high-end products continue to lengthen, and production capacity can no longer fully meet customers' incremental demand. Samsung Electro-Mechanics will raise the shipment prices of all its MLCC categories by 30% starting August 1, 2026. Taiyo Yuden will adjust prices for some products from September 1. Murata Manufacturing took the lead as early as the end of March, raising prices for AI server and high-end automotive-grade MLCCs by 15% to 35%. The latest financial reports from leading manufacturers confirm this upcycle. Murata Manufacturing's revenue for the first quarter of fiscal 2026 reached 502.3 billion yen, up 20.7% year-on-year, with operating profit of 98.5 billion yen, up 59.8% year-on-year, and its capacitor segment revenue of 282.5 billion yen, up 30% year-on-year. Samsung Electro-Mechanics' sales revenue for the second quarter of 2026 was 3.4572 trillion won, up 24% year-on-year, and operating profit was 440.4 billion won, up 107% year-on-year. Multiple brokerages believe that the explosive growth in AI computing demand is the core driver. A Goldman Sachs research report shows that the AI server MLCC market is expanding rapidly at a compound annual growth rate of around 80%, with high-end MLCC supply and demand remaining tight, and the industry has entered a new cycle of rising prosperity.

Impact on stocks 6

Semiconductors▲ · 3 stocks
Samsung Electro-Mechanics
009150
▲ PositivePricingrelevance

Samsung Electro-Mechanics will raise all MLCC shipment prices by 30% from August 1, 2026, boosting margins.

Taiyo Yuden Co., Ltd.
6976
▲ PositivePricingrelevance

Taiyo Yuden raises prices for some MLCC products from September 1, directly benefiting its revenue.

Others▲ · 3 stocks

Theme Impact 1

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