YA YAGEO Загрузка... : Бычьи и медвежьи мнения аналитиков

The global MLCC market is entering a genuine supply shortage. Murata and Samsung Electro-Mechanics are already near full utilization, and even Taiyo Yuden is moving above 90% utilization in H2 as AI-server demand pulls in lower-entry-barrier suppliers such as Yageo. Because capacity is shifting to high-priced AI-server MLCCs, lower-priced IT/mobile/PC MLCCs are tightening first; actual price increases started in late June, and the same AI-server 1005/47 microfarad product priced in LTAs rose more than 20% between May and July, supporting steeper price hikes into 2026.

The tweet reports industry and company commentary on strong MLCC demand and price increases, but it is a factual news summary without an explicit author position or forward call.

Research summary on MLCC supply tightness and AI-driven demand, listing Yageo, Murata, and Taiyo Yuden as beneficiaries without author positions or forward calls.

The author identifies Unimicron, Elite Material, and Yageo as key beneficiaries of AI substrate scaling and supply constraints but presents them as research watchlist names without stating a personal position.

Buy Yageo as high-end MLCC capacity gets pulled into AI/HPC programs, creating a second-order pricing tailwind; MLCC maker meetings confirm the shortage is the longest in history, with equipment lead times of 12-18 months preventing supply response even with tripled capex.