Teo(@Teo_Sinamin):#Tungsten Carbide manufacturers in Japan are next on the chopping board. Japanese is one of the largest Tungsten carbide cutting tools producers. They've issued price increase notices several times in 2026, including flagging supply chain issues several months ago. WF6 is a much smaller market as compared to cutting tools. But given the nature of WF6 market - high purity, and therefore scarce, it's the first segment to fall. All else equal, I anticipate this segment to fall starting as early as next month, with Fuji Seiko being the first. It will then be followed by Kyocera, Sumitomo and Mitsubishi Materials.

2026.06.16 00:30

#Tungsten# Carbide manufacturers in Japan are next on the chopping board. Japanese is one of the largest Tungsten carbide cutting tools producers. They've issued price increase notices several times in 2026, including flagging supply chain issues several months ago. WF6 is a much smaller market as compared to cutting tools. But given the nature of WF6 market - high purity, and therefore scarce, it's the first segment to fall. All else equal, I anticipate this segment to fall starting as early as next month, with Fuji Seiko being the first. It will then be followed by Kyocera, Sumitomo and Mitsubishi Materials.

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