NuAxiSemiconductor trade intelligence
[Insights] Tantalum Prices Nearly Triple on AI Demand, Supply Disruptions; EV Capacitor Lead Times Reportedly Top 1 Year
What happened
Tantalum ingot prices surged nearly threefold from 2,600 RMB/kg at end-2025 to 6,650 RMB/kg in August due to AI server demand and Congo supply disruptions, causing EV capacitor lead times to exceed one year.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
Tantalum CapacitorsTantalum IngotSolid Aluminum Electrolytic Capacitors
shortageprice-hikesupply-disruptionai-demand
Source and time
Source: TrendForce · 8/24/2026 · View original source
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