NuAxiSemiconductor trade intelligence
Wk 10 Electronics Supply Chain Digest
What happened
Spot prices for key passive components surged in February 2026, with MLCCs up 8-15%, tantalum capacitors up 12-20%, and aluminum electrolytics up 10-18%. This is driven by sustained high demand from automotive and industrial sectors, coupled with constrained capacity expansion. Bullish: Immediate upward pressure on spot and contract prices, with extended lead times likely to persist.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
MLCCTantalum CapacitorsAluminum Electrolytic Capacitors
price-hikeshortagelead-time
Source and time
Source: Passive Components EU · 3/9/2026 · View original source
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