Daiwa Securities economist Yutaro Suzuki says the BOJ’s Tankan signalled firms expected sentiment to worsen over the next three months, but the latest survey likely under‑states the impact of recent US‑Iran peace talks. A BOJ official said about 70% of respondents submitted their replies before the agreement. Suzuki expects the September Tankan could show cross‑sector improvement as Middle East developments are incorporated into expectations.

Several distributors confirmed Yageo has notified clients of immediate price increases across its full capacitor range — including tantalum, MLCC, aluminum electrolytic, solid aluminum, film capacitors and supercapacitors — covering roughly 50% of Yageo’s revenue and, for the first time, extending price adjustments to direct customers (EMS/OEM), signalling concurrent spot and contract price moves. Distributor sources said factory list prices rose about 50%, with spot-market increases larger; one source reported high-end capacitor prices have surged up to tenfold within a month. Distributors also reported frequent delivery delays since May across MLCC brands, not limited to Yageo.

市场消息：美国共和党强硬派阻挠众议院推进国防政策法案的举措，以抗议特朗普关于选民身份验证的立法主张。