With the heat of the semiconductor market, not only has the chips been processed, but the passive component has also been significantly in short supply in recent years. Guoju Group, which was originally covered in investment reduction, began to soar after being included in the MSCI index this quarter.
passive components manufacturer Guoju recently announced that it will raise the quotation for laminated ceramic capacitors (MLCC) products that use large amounts of communication and power supply, and extend the delivery period from December 1, with the increase of up to more than 30%, and even the delivery period has been extended to 6 months. This is the fourth time this year's quotation has been raised. The passive component market, which was originally entering the traditional off-season, is expected to exceed the previous quarter, showing that the market is in short supply and market operations are optimistic in the future.
Currently, passive components are subject to the continuous increase in the efficiency of processor chips such as CPU, which has to increase the number of stacks of MLCC, and the use of precious metals in the internal electrodes has gradually increased. Therefore, the price fluctuations were very severe, and they were often in short supply and out of stock. Although both sides of the Taiwan Strait have already expanded production, the price of NPO capacitors is still rising sharply due to the excessive number of iPhone 8 foodies in Apple. With the tight supply of raw materials and the continued strong market demand, the price of passive components is expected to not drop in the short term.
analysts believe that as Japanese businesses have begun to continue to withdraw from the mid- and low-level passive component market, domestic Taiwanese manufacturers will benefit from this in the short term, and the market is expected to continue until the second quarter of next year. Since the release of its impressive third-quarter financial report, the legal person has continued to buy more than 120 yuan last Friday. The stock price rose by 8.5%, approaching the 300 yuan mark, and its market value rose by 102.3 billion yuan. In just three months since it resumed its listing after the reduction of capital, the stock price has soared by nearly 120 yuan, getting rid of the negative public opinion on capital reduction.
In recent years, after fierce competition among peers, the order of Taiwan passive components has begun to stabilize. Although Japan is still the largest supply of passive components in the world, while European and American businesses have the technical advantages of high-end products, Taiwan has more than half of its market share in low-end products, especially chip resistance products. Guoju is already a global leader. In addition to Guoju, the legal person also gave Taiwan factories such as Huaxinke and Jingtech to buy ratings.
