As the upstream raw materials, transportation and labor costs continue to rise, the supply chain revealed that when the passive component leader Yageo’s capacity utilization rate has reached 90% recently, in order to reflect the cost, the price increase tentacles extend from distributors and small contract customers to large-scale first-line In assembly plants, chip resistors and tantalum capacitors have increased by about 10% on average, and multilayer ceramic capacitors (MLCC) have increased by about 1% to 3%. The new prices will take effect on June 1.

Regarding related information, Yageo said that it would not comment on the quotation, and emphasized that the operating costs of upstream raw materials, transportation and labor have continued to increase, and will carefully consider sharing the rising costs with customers in a timely manner.

According to industry sources, in the second half of last year, due to strong demand and rising costs, related quotations in the semiconductor industry have risen staggeringly. Passive component manufacturers have relatively conservative price adjustments. However, from the perspective of upstream raw materials, they include copper prices, ceramic substrates, and transportation and labor costs. For example, Yageo adjusted the prices of distributors in the first quarter of this year, and only included small contract customers in the second quarter. At that time, chip resistors and MLCC increased by about 10% to 20%. In terms of tantalum capacitors, The quotations of manganese dioxide tantalum capacitors and polymer tantalum capacitors have also been raised, ranging from 10% to 20%.

The supply chain said that in order to reflect the rising cost, Yageo has adjusted the price of large-scale first-line assembly plants in a comprehensive way. Chip resistors and tantalum capacitors have increased by about 10% on average, and MLCC has increased by about 1% to 3%. The new price will be It came into effect on June 1st.

The industry believes that in the first half of this year, passive component quotations are relatively stable compared to other electronic components, but passive component manufacturers still have to consider the impact of upstream raw materials on the increase in operating costs, and it is "imperative" to adjust product quotations.

Driven by the gradual increase in the utilization rate of the production capacity of the Greater China plant and the strong demand for customer orders, Yageo’s April revenue reached NT$9.017 billion, a monthly increase of 3.3% and an annual increase of 103.1%, reaching a 31-month high; before Revenue in April was NT$32.762 billion, an annual increase of 126.6%. The industry pointed out that in the second quarter, Yageo's MLCC capacity utilization rate could exceed 90%, chip resistance increased to over 80%, and tantalum capacitor production capacity continued to be fully loaded.