J P M O R G A N Asia Pacific Equity Research 18 August 2026 Electronic Components Sector Component Data Deposition: METI production statistics (electronic components, semiconductors) for June 2026: Aluminum electrolytic capacitors, ABF substrates remain strong METI released June 2026 production statistics on August 17. In June, domestic production value (USD basis) for electronic components exceeded seasonality, while semiconductors increased broadly in line with seasonal trends. Within electronic component ...