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March 2026 Interconnect, Passives and Electromechanical Components Market Insights

What happened

Spot prices for key passive components surged in March 2026, with MLCCs up 8-15%, tantalum capacitors up 12-18%, and aluminum electrolytics up 10-20%, driven by automotive and industrial demand and extended lead times. Lead times for connectors and certain capacitors have extended to 30-40 weeks. Bullish: Sustained demand and supply constraints indicate continued upward price pressure.

Impact and signal

High impactImpact score: 95/100

Affected components and suppliers

MLCCTantalum CapacitorsAluminum Electrolytic CapacitorsConnectors
Murata ManufacturingTDK CorporationYageoAVX CorporationTE Connectivity
price-hikeshortagelead-time

Source and time

Source: Passive Components EU · 4/2/2026 · View original source

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