The component market continues to be turbulent after the holiday. Tantalum capacitors, DRAM, and NAND have set off another wave of price increases. Upstream cost pressure has been fully transmitted to mobile phones and PC terminals.Coupled with TI and NXP’s centralized price adjustments in April, the shortage of 8-inch wafers, and the siphon effect of AI production capacity, the electronics industry chain has entered thePrice increases across all categories and pressure on all terminalsnew pattern.
1. Passive + storage prices rise again: upstream price increases enter a period of intensive implementation
1. Yageo/Kemei tantalum capacitors raised again on April 1
KEMET, a subsidiary of Yageo, issued a price increase letter to
Polymer Tantalum Capacitor KO-CAP T523 SeriesPrice adjustment, effective April 1.
This is Yageo’s first since the second half of 2025
The third tantalum capacitor price increase：
- June 2025: Price increases for some polymer tantalum capacitors
- November 2025: T520/T521/T530 surge 20%–30%
- April 2026: T523 series follow up and increase
2. Samsung DRAM Q1 contract price doubled from the previous quarter
According to Korean media, Samsung and customers reached an agreement on DRAM pricing for the first quarter:
- General purpose DRAMA month-on-month increase of nearly 100%, some customers saw increases exceeding 100%
- In early January, the expected increase was only 70%, and higher-than-expected demand pushed up prices.
- The storage industry has gradually shifted from annual contracts → quarterly contracts →monthly price negotiation, price fluctuations intensify
3. NAND Flash Q1 price increases quarterly by 85%–90%
TrendForce data:
- 2025 Q4 Revenue of the world’s top five NAND fabsQuarterly growth of 23.8%, amounting to US$21.17 billion
- Explosive demand for enterprise-class SSDs for AI servers + HDD out-of-stock orders, NAND serious shortage
- 2026 Q1 NAND Price EstimationQuarterly increase of 85%–90%, the original factory has a strong willingness to increase prices
2. Terminals collectively cannot bear it: mobile phones and PCs officially start price increases
1. Vivo may increase prices of all series by 10%–15%
Vivo plans to fully adjust the prices of new and old models starting from March 15th.
10%–15%。
The industry is generally under pressure, and many Android brands are expected to follow suit. The skyrocketing storage costs are the core driver.
2. The price of some Lenovo PCs has increased by more than 1,000 yuan.
Lenovo has issued a price adjustment letter to the channel, and offline stores have raised the price simultaneously:
- Increases in some models compared to last yearOver 1,000 yuan
- Online discounts have been withdrawn since March and prices are rising.
- Student subsidies are temporarily retained and become the only price buffer
3. Apple bucked the trend and grabbed share at low prices, with MacBook Neo reaching 5 million units per year
Apple launchesMacBook Neo starting at 4,599 yuan, grabbing Windows users at an entry-level price:
- TrendForce estimated annual shipments4-5 million units
- 2026 Apple notebook shipmentsBucking the trend, it rose 7.7%, macOS market share rose to 13.2%
3. Performance and new products of major manufacturers: AI continues to detonate the industrial chain
1. Broadcom’s Q1 revenue hit a new high, and its AI business surged 106%
- FY2026 Q1 revenueUS$19.311 billion, +29% year-on-year
- AI related revenue$8.4 billion, +106% year-on-year
- Q2 expects AI revenue to further increase to$10.7 billion, high growth continues
2. Renesas releases 28nm automotive MCU RH850/U2C
- For chassis, BMS, body control, supportASIL Dhighest security level
- 4 cores 320MHz, 8MB flash memory, compatible with old models for smooth migration
- Completing the entry-level car MCU product line and strengthening the automotive electronic card space
4. Panorama of core popular material numbers: dual drivers of price increase + shortage
(1) Volume and price of all TI series increased (secondary price increase of 15%–85% on April 1)
- TPS5430DDAR: DC-DC power supply, the search volume continued to reach new highs before and after the holidays, and the price rose simultaneously.
- TMS320F28335PGFA: C2000 industrial control MCU, the price is over 100 yuan +
- INA139NA/3K、TPS82130、INA226、ISO1050、ADS1115Analog, current detection, isolation, ADC search volume and quotations jumped across the board
(2) ST MCUs are in full swing due to the shortage of 8-inch wafers
- STM32F405RGT6：UAV flight control master, ranking first in the hot search
- STM32F103C8T6: Classic models are gaining popularity
- F030、H743、F407All series in short supply
- Global 8-inch production capacity expected in 20262.4% reduction, automotive-grade production capacity squeezes general-purpose MCUs
(3) NXP adjusted prices in April, and industrial MCUs strengthened simultaneously
- LPC1768FBD100、LPC1788Industrial control core
- MMA8452QR1、PCF8563T/5Waiting for prices to rise in anticipation of price increases
(4) Structural surge in memory chips
- MT41K256M16TW-107:PMicron DDR3L: Industrial/automotive rigid demand, unilateral rise
- W25Q128JVSIQWinbond NOR Flash: Mainly rising in January, stabilizing at high level in February
(5) Drones + AI server core components explode
- EFM8BB21：UAV ESC MCU
- MP9943GQ-Z: Drone/Small size power supply solution
- ICM-42688-P：IMU inertial sensor, structural rigid need
- ISL99390FRZ-TR5935: Renesas 90A power stage, AI server power core, quotation jumps sharply
5. Summary: Price increases are fully transmitted, ensuring supply and reducing costs become the main line throughout the year
- Price increases across the board: Storage, tantalum capacitors, analog chips, MCUs, and power devices are increased in turn.
- Terminals forced to raise prices: The prices of PCs and mobile phones have collectively increased, and the industry has entered an era of cost pressure.
- structural shortage: AI siphon capacity + 8-inch wafer shrink, manufacturing polarization
- Opportunities are concentrated in: Automotive electronics, AI servers, drones, industrial control and other high-prosperity tracks
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