Movement Alert|Tianli Holdings Group Rises 9.95% in Regular Trading, MLCC July Price Hike Wave Imminent as Multiple Manufacturers Announce Increases

Market Focus
Jun 29

On June 29, Tianli Holdings Group rose 9.95% in regular trading, trading at HK$4.54/share, with turnover of HK$19.13 million.

On the news front, the global semiconductor supply chain is bracing for a concentrated July price hike wave. Over ten leading semiconductor and related companies have announced or signaled product price increases effective July 1, spanning upstream materials to end-market chips. Notably, Murata has raised AI server and automotive-grade MLCC prices by 10%-40%, while MediaTek, Infineon, and Texas Instruments have followed suit. A major securities firm issued a report stating that this MLCC upcycle is expected to mirror the 2017-2018 super cycle, with price increases likely lasting over one year, and factory-level hikes potentially doubling or more. Channel sources indicate that low-end products will see accelerated repricing from July 1, with the 0201 specification seeing increases exceeding 100%.

Tianli Holdings Group operates its MLCC business through wholly-owned subsidiary Yuyang Technology, which ranks among the top seven globally in MLCC capacity and holds the world's leading position in ultra-miniature MLCC output.

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