Since the beginning of this year, environmental control has been strengthened, Taiwan media reported that aluminum foil, the upstream raw material for aluminum electrolytic capacitors, is subject to strict control of the wastewater treatment quota, and some small businesses have been eliminated, resulting in a shortage of aluminum foil, resulting in prolonged delivery of Japanese electrolytic capacitors...... Due to the high power consumption of electric corrosion foil and formation foil, because the production of electrode foil will discharge acidic wastewater and irritating gases, this year, the wastewater treatment quota for environmental protection is strictly regulated, and the environmental pressure is increased, leading to some production capacity to stop production, and small aluminum foil is eliminated. According to the report, the region this year's big action to clean up illegal workers, not only the construction of the construction immediately suspended, the completed work must also immediately stop production, "say off", so that the original oversupply of aluminum foil, a breath into the shortage. Although the environmental shutdown helps to restructure the industrial order, it also limits the release of aluminum foil production capacity. In terms of Japanese business, due to the good profit of automotive electrolytic containers, Japanese aluminum foil materials are transferred to automotive electronic capacitors, and the situation that Japanese business can sell aluminum foil materials before is no longer seen. Under the synchronous non-expansion of Japanese manufacturers, the supply of aluminum foil is tight, especially in the medium and high pressure aluminum foil that is severely limited this time. From the demand side, due to the demand for aluminum capacitors driven by automotive electronics, some of the day can not withstand losses to withdraw some bleeding specifications, Japan's three major aluminum electrolytic capacitors, Nichicon, Rubycon production capacity has been fully full, some orders spilled over to Taiwan aluminum power, especially the number of aluminum electrolytic capacitors used in automotive electronics has increased. The main board of the mining machine, as well as the server and VGA card, aluminum electrolytic capacitors have emerged to pull goods, which has a boosting effect on the consumption of aluminum foil. From the point of view of the supply chain, the Japanese business to sell the electrocorroded foil to the Chinese mainland, some non-Japanese electrolytic capacitor business procurement of high-grade aluminum foil materials, may use the Japanese electrocorroded foil in the Chinese mainland formation process, other general aluminum foil materials may use the Chinese mainland electrocorroded foil and formation foil process. From the price point of view, the industry said that aluminum materials accounted for about 50% of the overall cost of aluminum foil, aluminum raw material prices from the beginning of the year 1800 US dollars per metric ton, has risen to 2200 US dollars, aluminum foil materials from October to November this year increased by about 8% to 10%, the future aluminum foil materials whether to start the second wave of price increases, need to observe the supply market and environmental cost factors. The shortage of aluminum foil materials has caused passive components such as downstream aluminum capacitors to raise prices again. From the perspective of pulling time, affected by the change of sales strategy of Japanese capacitor suppliers and the shortage of aluminum foil materials in China's upstream, the delivery time of Japanese capacitor suppliers has been extended from the original 6 weeks to 12 weeks, and the delivery time of some Japanese electrolytic capacitor suppliers has even reached half a year. The delivery time of Japanese electrolytic capacitor products is extended, which affects the delivery time of finished products of the system OEM, and the order demand of non-Japanese aluminum electrolytic capacitor manufacturers is also relatively bullish, which provides more business opportunities for non-Japanese capacitor manufacturers. In terms of price, Japanese electrolytic capacitor manufacturers have raised prices, and the industry expects that aluminum electrolytic capacitor stations will not exclude further price increases reflecting the cost of aluminum foil materials in the future.