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February 2026 Interconnect, Passives and Electromechanical Components Market Insights

What happened

MLCC spot prices surged 15-20% WoW, with lead times extending to 20-30 weeks. Aluminum electrolytic capacitor prices rose 8-12% due to raw material cost pressures and tight capacity. Bullish: Direct price increases and extended lead times signal immediate supply constraints and upward pricing pressure for key passive components.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

MLCCAluminum Electrolytic CapacitorsConnectors
price-hikeshortagelead-time

Source and time

Source: Passive Components EU · 3/9/2026 · View original source

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