NuAxiSemiconductor trade intelligence
Wk 11 Electronics Supply Chain Digest
What happened
Spot prices for key IP&E components surged in February 2026, with MLCCs up 8-15%, Tantalum Caps up 12%, and lead times extending to 20-30 weeks. The spike is driven by sustained automotive and industrial demand, coupled with tight raw material supply. Bullish: Immediate price pressure and allocation tightening signal continued supply constraints.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
MLCCTantalum CapacitorsAluminum Electrolytic CapacitorsThick Film Resistors
price-hikeshortagelead-time-extension
Source and time
Source: Passive Components EU · 3/16/2026 · View original source
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