Shenzhen Huaqiang said during the agency's offline research on July 23 that the company recently observed an increase in MLCC customer orders and began to pick up goods and actively replenish inventory. For some models that are out of stock, the company gives priority to meeting the procurement needs of major customers. At the same time, the company said that the electronic components industry is currently booming, and prices in all parts of the industrial chain are generally rising. The reasons for price increases include incremental demand and siphoning effects on production capacity brought about by AI computing power infrastructure, rising materials and production costs, geopolitical conflicts, and the impact of anti-globalization on supply chain disruptions.

Zhitongcaijing · 2d ago
Shenzhen Huaqiang said during the agency's offline research on July 23 that the company recently observed an increase in MLCC customer orders and began to pick up goods and actively replenish inventory. For some models that are out of stock, the company gives priority to meeting the procurement needs of major customers. At the same time, the company said that the electronic components industry is currently booming, and prices in all parts of the industrial chain are generally rising. The reasons for price increases include incremental demand and siphoning effects on production capacity brought about by AI computing power infrastructure, rising material and production costs, geopolitical conflicts, and the impact of anti-globalization on supply chain disruptions.