AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes

DIGITIMESOctober 13, 2026en

Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive components and driving strong third-quarter 2026 results for Taiwan suppliers including Yageo, Walsin Technology, Holystone Enterprise, Lelon Electronics, Tai-Tech, Apaq, Ta-I Technology, Viking, and Thinking. The capacity crunch is extending lead times for capacitors and resistors, while suppliers are preparing for another round of price increases as demand visibility stretches beyond 2027.

This is a short summary published by AI Global Wire. The full article is owned and hosted by DIGITIMES — open it there to read it in full.