PANASONIC $6752: day-old news, but interesting report on Panasonic increasing supercapacitor capacity to support BBU production. Panasonic held up well in recent turbulence, steady institutional bid here for vertically integrated new energy player.

• Taiwan’s leading passive components company, Yageo, has implemented price increases across its full capacitor solutions portfolio, including MLCCs, aluminum, tantalum, polymer, film, and supercapacitors. This marks one of the broadest price hikes the company has carried out in recent years and takes effect immediately from July 1. • Manufacturing cost pressure has reached its limit due to geopolitical risks, strong energy prices, and rising costs for key raw materials. While Yageo had previously absorbed these costs through process efficiency improvements, external headwinds such as escalating tensions in the Middle East and rising international freight rates have made price adjustments unavoidable. • Given that capacitor products account for roughly 50% of Yageo’s revenue, this price increase is expected to directly support earnings improvement. In addition, demand for high-spec products continues to rise on the back of growth in AI servers, HPC, and electric vehicles, accelerating capacity consumption across the industry.