U.S. ISM employment index for June 49.7, up from 48.6; remains below 50, signaling contraction.

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.

Kyocera plans to invest JPY 650 billion (about 271.245 billion yuan) in its components business, focusing on semiconductor manufacturing equipment and components for AI data centers and other high‑growth areas.