Yageo MLCC Prices Surge 80% Due to High-End Product Squeeze, Target Price Reaches 1250 Yuan
MLCC production capacity is severely constrained by high-end product demand, leading to price increases of up to 80% since July. Institutional investors maintain a "buy" rating for Yageo, projecting EPS of 20.25 yuan and 31.28 yuan for the current and next fiscal years, respectively.
So What
Critical passive component supply is tightening significantly, driving up costs for high-end AI compute and memory hardware manufacturers.