[Shenzhen Huaqiang: Various components, including memory, power management chips, analog chips, and MLCCs, are experiencing shortages and price increases.]

Published: Jun 9, 2026 10:11

Save

Shenzhen Huaqiang announced in an investor relations activity record that the company's electronic components long-tail spot business saw its Q1 2026 revenue increase significantly YoY, with growth exceeding 300%. This year, the electronic components long-tail spot market sentiment recovered, and numerous components, including memory, power management chips, analog chips, and MLCCs, experienced shortages and price increases. Taking MLCCs as an example, the company's electronic components long-tail spot business received markedly increased inquiry demand for high-end MLCCs. The company is a major global authorized distributor for Murata. Recently, the company observed an increase in client orders, with procurement starting and inventory being actively restocked. For some models in shortage, the company prioritized meeting the procurement needs of major clients.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

25 mins ago

Inventory continues to decline, suppliers sharply hold prices firm while selling, spot premiums surge [SMM South China Spot Copper]

25 mins ago

41 mins ago

Spot Premiums Edge Up, Market Recovers Somewhat [SMM North China Spot Copper]

Today, in North China, #1 copper cathode spot against the front-month contract was quoted with discounts ranging from 280 yuan/mt to 200 yuan/mt, averaging a discount of 240 yuan/mt, up 20 yuan/mt from the previous trading day. The average transaction price was 103,925 yuan/mt, up 75 yuan/mt from the previous trading day.

41 mins ago

1 hour ago

[Intel Reportedly Becoming Backup Chip Manufacturer for Google and Nvidia]

According to The Information, TSMC's (TSM.N) capacity constraints are proving to be a boon for Intel (INTC.O). As the chip manufacturing giant grapples with massive demand for its chip production capacity, several major AI chip design firms, including Google (GOOG.O) and Nvidia (NVDA.O), are quietly turning to Intel as an alternative manufacturer. Nvidia is said to be evaluating Intel's advanced packaging and 18A process for future chips. In addition, the report states that Google recently placed an order with Intel to produce more than 3 million TPUs by 2028. On the news, Intel's (INTC.O) stock surged over 10% in pre-market trading.

1 hour ago