At its Sept. 22 H1 2026 results briefing, Shengong Co said quality firms in the semiconductor materials industry need internal development complemented by external expansion to accelerate growth. The company said it will consolidate its core business while actively exploring domestic and overseas industry cooperation, prioritizing asset quality and core-business synergies, and advancing external expansion in a steady, prudent manner.

Shenzhen Huaqiang said in an investor-relations record that MLCC demand is in a high cycle driven by AI compute build-out. AI servers are materially increasing use of high-capacitance MLCCs and displacing consumer supply; high-end MLCC capacity is tight, new capacity has long construction cycles and near-term incremental supply is unlikely, so procurement is rising and overall lead times are lengthening. The company is a major authorized distributor for Murata and said MLCC sales revenue continued to grow in 1H 2026. Acting as a key agent for storage vendors including Jiangbolong, Jingcun Technology, GigaDevice, Silicon Motion and Qianyi International, Shenzhen Huaqiang reported storage product-line shipments rose over 330% YoY in 1H 2026 and storage accounted for more than 40% of its authorized-distribution revenue.

澳洲联储成员罗斯：通胀预计将逐步下降。