← Zhejiang Jiemei Electronic and Technology overview

Zhejiang Jiemei Electronic and Technology vs Shin-Etsu Chemical Co.: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Zhejiang Jiemei Electronic and Technology Co Ltd (002859.CS)

Q3 2026
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

August 2026
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

Latest
▲5

Jiemei expands MLCC release film capacity and buys lithography equipment maker

  • June release film shipments top 40 million sqm; high-end MLCC wins Jiemei shipped over 40 million square meters of release film in June, with stable mass supply to major Chinese, Korean and Japanese MLCC makers and breakthroughs in high-end thin-layer products. More volume sold to bigger customers supports revenue growth and strengthens its position as foreign supply is replaced.

    Shows the core business is winning real orders and customers, the main force behind earnings growth.

  • MLCC release film sales more than double; supply seen short Industry-wide MLCC demand is recovering, helped by AI servers and electric cars, and Jiemei's release film sales have more than doubled year-on-year since March. The company expects supply to fall short of demand into next year, which supports higher prices and volumes.

    Explains the demand surge that underpins Jiemei's sales and pricing power.

  • Buys Efus Technology for 915 million yuan at over 500% premium Jiemei will buy Efus Technology, which makes polishing machines used to produce key optical parts of lithography machines, for 915 million yuan. The target is profitable with high margins and promises at least 221 million yuan profit over 2026-2028, adding a new growth story beyond films.

    A major new acquisition that expands Jiemei into semiconductor equipment and drove the stock limit-up.

  • Adds 428 million yuan to lift release film capacity by 60% Jiemei will invest an extra 428 million yuan in its North China base, raising planned release film capacity from 480 million to 768 million square meters a year, starting production before end-2027. The company cites AI servers, electric vehicles and robotics, and sees domestic MLCC output rising.

    Shows management expects demand to keep growing and is spending to capture it.

  • Murata dropping some MLCC lines may shift orders to Chinese makers Murata, the global MLCC leader, will stop making some consumer and automotive part numbers from fiscal 2026 to focus on high-end AI server products. Investors bet Chinese suppliers like Jiemei will pick up that demand, lifting MLCC-related shares including Jiemei.

    A fresh competitive shift that could send more business to Jiemei's customers and its films.

Shin-Etsu Chemical Co., Ltd. (4063.JP)

Q3 2026
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.

August 2026
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.

Latest
▲2▼2

Shin-Etsu: AI demand and photoresist price hikes offset profit miss and China trade hit

  • NVIDIA deepens ties with Japanese suppliers, boosting wafer demand NVIDIA's CEO met with Shin-Etsu and other Japanese suppliers, signaling that AI expansion will keep driving demand for Shin-Etsu's silicon wafers. More AI chips mean more wafer sales, which supports future revenue and profits.

    This is a new demand signal that directly supports Shin-Etsu's core semiconductor materials business.

  • Full-year profit forecast misses market expectations, shares drop 8% Shin-Etsu projected net profit of 525 billion yen, below the 566.8 billion yen analysts expected. The weak outlook, partly from poor vinyl chloride conditions, caused the stock to fall over 8% as investors lowered their expectations.

    This is a new negative event that directly hit the stock price and reflects a real earnings shortfall.

  • Photoresist price hikes of up to 38% lift margins Shin-Etsu and peers are raising photoresist prices by 15% overall from October 1, with high-end grades up to 38% for spot orders. Higher prices should boost Shin-Etsu's revenue and profit margins in this key product line.

    This is a new pricing action that directly improves profitability for a major Shin-Etsu product.

  • China imposes up to 99.2% anti-dumping deposits on Shin-Etsu's dichlorosilane China will require deposits of up to 99.2% on imports of Shin-Etsu's dichlorosilane, a semiconductor material, starting September 8. This trade measure, seen as pressure on Japan, could hurt Shin-Etsu's sales to China and add uncertainty.

    This is a new regulatory/trade action that directly threatens Shin-Etsu's exports and adds a real counterweight.

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