Upload BOM
My Account
Taiyo Yuden MLCC Price Increase Two Major Distributors Revenue Growth
4/19/2026 7:51:40 PM
Latest Industry Updates (April 2026)
1. Taiyo Yuden MLCC and Other Products to Raise Prices
Passive components major Taiyo Yuden announced price increases on April 14, 2026, effective May 1, 2026, covering six core product categories:
-
MLCC (selected series, focusing on soft-terminal types)
-
Inductors (partial series)
-
Ferrite bead inductors
-
Ceramic RF devices
-
FBAR/SAW devices
-
Aluminum electrolytic capacitors (partial series)
Specific price adjustments will vary by customer, product model, and order volume, communicated individually by sales representatives.
2. High-End Copper Foil Substrate Suppliers Initiate Price Hikes
Major high-end copper foil substrate (CCL) suppliers-Taiwan Union Technology (台耀), Taiwan Sumida (台光电), and ITEQ (联茂)-are implementing price increases:
-
Taiwan Union Technology: Formal notice issued, raising CCL prices by 20%–40% effective April 25.
-
Taiwan Sumida: 10% increase in Q2, targeting AI servers and high-end switches.
-
ITEQ: Expected to follow with a ~10% hike in April.
Driven by rising costs of copper foil, fiberglass cloth, and epoxy resin, plus surging demand (AI servers use 3–5× more CCL than traditional equipment).
3. Top Component Distributors Report Strong Revenue Growth
-
WPG Holdings (大联大):
-
March 2026 revenue hit a record NT$141.65 billion, up 28.6% YoY, 77.8% MoM.
-
Q1 revenue reached NT$316.5 billion, exceeding forecasts by ~23.9% QoQ and 27.2% YoY.
-
-
WT Microelectronics (文晔):
-
March consolidated revenue surged ~119% YoY to NT$194.1 billion.
-
Q1 cumulative revenue soared ~100% YoY to NT$494.3 billion, beating guidance.
-
Growth driven by strong demand for AI, HPC, data centers, and server components.
4. Broadcom Announces Long-Term Partnership with Meta
Broadcom and Meta expanded their multi-year, multi-generational partnership to develop custom AI accelerators (supporting Meta's MTIA chips) through 2029.
-
Initial phase targets >1 GW computing power, scaling to multiple gigawatts.
-
Collaboration includes 2nm process-based AI accelerators to boost data center performance and efficiency.
-
Focus on optimizing Meta's social platform algorithms and large-scale AI inference tasks.
5. Apple MacBook Neo Sells Out, Orders Increased
Apple's budget MacBook Neo (launched March 11, starting at $599 / ¥4,599) saw first batch sell out, prompting urgent additional orders to Foxconn and Quanta.
-
Delivery times extended to May 2026.
-
Sales forecast raised from 7 million to 10 million units.
-
A18 Pro chip inventory remains a key bottleneck for production.
6. Q1 China Smartphone Shipments Dip 1% Amid Cost Pressures
Per Omdia, Q1 2026 China smartphone shipments fell 1% YoY to 69.8 million units, impacted by rising memory costs and selective price hikes.
-
Huawei: Led with 13.9 million units (20% share), leveraging stable pricing.
-
Apple: Second with 13.1 million units (19% share).
-
OPPO (with Realme's return): Third with 11 million units.
-
vivo (10.5M) and Xiaomi (8.7M) rounded out the top five.
Huawei and Apple gained market share by avoiding aggressive price increases.
(Focus keywords bolded for emphasis)
Related information
- One-stop procurement solution
- Cost down and save your time
- Reliable package and fast delivery
- 365 days after-sales service and warranty
