Yageo to Raise Capacitor Prices Across Product Lines Starting July 1

Yageo has told customers it will raise prices across its full range of capacitor solutions starting July 1, in what industry sources described as the company’s broadest price increase in recent years. According to ChainCatcher, Taiwan’s Economic Daily News reported the increase will cover MLCCs, aluminum electrolytic capacitors, tantalum capacitors, and polymer aluminum capacitors. Industry participants said the move reflects continued increases in global manufacturing costs tied to geopolitics, energy, raw materials, and international freight rates. The report said capacitor products account for about half of Yageo’s revenue, and the market expects the price hikes to materially lift the company’s revenue and profit. Separately, Yageo’s shares hit the daily limit at NT$1,140 yesterday, with the report attributing the move to strong demand from AI servers and automotive electronics. However, amid recent sharp volatility in Taiwan’s stock market, the market reported a major settlement default involving Yageo shares last night, with a declared total amount of NT$38.8 million. The report said it was the 15th major settlement default case recorded in Taiwan’s listed and over-the-counter markets so far this year.