这些芯片，继续涨价

Group 1: Memory Market Insights - The general manager of Winbond, Chen Peiming, announced that prices are expected to continue rising, with contract prices for this and next season maintaining similar increases as Q4 of last year [2] - Despite rising prices, demand remains strong, with customers eager to secure production capacity, leading to full bookings for both existing and new capacities through 2027 [2] - The memory market is described as "very good," with Winbond planning to increase prices quarterly while customers are willing to accept these increases [2] Group 2: DRAM and Flash Memory Production - Winbond is expanding production capacity at its Kaohsiung facility, with DRAM installations expected to begin in mid-June, while Flash memory installations will start even earlier [2] - There is a significant supply shortage in DDR4, prompting some customers to downgrade to DDR3, but Winbond aims to maximize output, particularly focusing on the growth potential of LPDDR4 [2] Group 3: Passive Components Price Trends - Passive components, including MLCCs, are experiencing price increases, with recent adjustments in the Chinese market showing price hikes of up to 20% [3] - Major Taiwanese manufacturers like Yageo and Walsin are expected to follow suit with price increases in their contract prices due to the overall upward trend in passive component pricing [3][4] Group 4: Market Dynamics for Passive Components - The demand for tantalum capacitors has surged due to their adoption in high-end AI servers, leading to significant price increases of 20-30% for large-sized polymer tantalum capacitors [4][5] - The increasing use of MLCCs is attributed to their small size and reliability, making them essential in high-density AI server applications [4] Group 5: Financial Outlook for Key Players - Yageo's revenue from tantalum capacitors is approximately 18-22%, with MLCCs contributing 18-20% to its revenue, indicating a diversified product line benefiting from current market trends [5] - Japanese companies Murata and TDK have also reported positive financial forecasts, with Murata's order-to-shipment ratio exceeding 1 for five consecutive quarters, indicating strong demand [5][6]