Several distributors confirmed Yageo has notified clients of immediate price
increases across its full capacitor range — including tantalum, MLCC, aluminum
electrolytic, solid aluminum, film capacitors and supercapacitors — covering
roughly 50% of Yageo’s revenue and, for the first time, extending price
adjustments to direct customers (EMS/OEM), signalling concurrent spot and
contract price moves. Distributor sources said factory list prices rose about
50%, with spot-market increases larger; one source reported high-end capacitor
prices have surged up to tenfold within a month. Distributors also reported
frequent delivery delays since May across MLCC brands, not limited to Yageo.