The Top 6 Tech Materials That Soared in Price in June

📢Breaking News: June Tech Market Isn't Just About AI - These Upstream Materials Have Risen Even Faster!

https://www.youtube.com/watch?v=ZGLi6a3QHCQ

These materials have experienced sharp price hikes, with the largest increase reaching 550%, directly impacting computing capacity. 👇

1️⃣ Tungsten Hexafluoride (WF₆): Skyrocketed from 750k RMB/ton in early April to 2.2M–3M RMB/ton—a surge of over 190%. Driven by expansion in AI chips, HBM, and 3D NAND, while supply has tightened due to raw material shortages from Japanese suppliers and China's export controls on tungsten.

2️⃣ PPE Resin: High-end electronic-grade PPE resin jumped from 120k RMB/ton at the start of the year to 600k RMB/ton, with some quotes hitting 1M RMB/ton (a 400%+ increase). The main trigger? Production halts in Saudi Arabia's Jubail Industrial City—which supplies ~70% of the world's PPE resin—due to Middle East conflicts.

3️⃣ Electronic Fabric: Now in its 5th price hike of the year, average prices have hit 7.4 RMB/meter, a 100% increase from the Q3 low last year. AI servers require double the layers of traditional servers, using 3-8x more fabric, driving prices straight up.

4️⃣ MLCCs: Murata officially issued its 3rd price hike notice in June, raising prices by 10%–40% for AI server and high-end automotive grade MLCCs. With capacity expansion lagging far behind AI's explosive demand, the structural supply-demand gap continues to widen.

5️⃣ 12-inch Silicon Wafers: As the "foundation" of semiconductor manufacturing, wafers have entered a definitive price increase cycle. AI servers consume 3.8x more silicon than standard servers. China manufacturers are already preparing for a new round of direct price hikes.

6️⃣ Optical Fiber: A2-class optical fiber preforms surged from 22-30 RMB/equivalent core-km in early 2025 to 160 RMB/equivalent core-km in 2026—a staggering increase of nearly 550%. This is driven by a "perfect storm" of AI data center construction, China's power grid centralized procurement, and overseas infrastructure demand.