NuAxiSemiconductor trade intelligence
Passive components: no longer an afterthought
What happened
MLCC, resistors, and inductors see prices rising 15% to 70% due to raw material inflation and supply constraints. AI and EV demand has pushed capacity utilization above 95%, creating a structural shortage. Bullish: Price uptrend confirmed.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
MLCCTantalum capacitorsPolymer capacitorsThick-film chip resistorsPower inductors
shortageprice-hikecapacity-utilizationraw-material-inflation
Source and time
Source: Electronics Sourcing · 9/1/2026 · View original source
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