这类元器件，价格暴涨

Core Viewpoint - The article discusses the anticipated price increase in chip resistors driven by rising raw material costs and production cuts from key manufacturers, indicating a potential price surge across the passive components sector [1][2]. Group 1: Price Increase Announcement - Anhui FJ Electronics has announced a price increase of 8-20% for thick film resistors, following the lead of the industry leader, Fenghua Advanced Technology [1]. - The price hike is attributed to significant increases in the prices of key metals such as silver, palladium, ruthenium, nickel, and tin, with silver prices rising over 100% compared to the same period last year [1]. Group 2: Production Cuts and Market Dynamics - FJ Electronics recently announced a production cut of 20-60%, warning of extended delivery times, which is seen as a precursor to the price increase [1]. - Taiwanese passive component manufacturers believe that the production cuts by FJ Electronics and other firms will help stabilize the supply of chip resistors, which is crucial given the increased demand from AI server applications [2]. - The demand for chip resistors in AI servers is estimated to be 1-2 times higher than that of general servers, indicating a tightening supply-demand structure [2]. Group 3: Industry Outlook - The overall passive components market, including tantalum capacitors, multilayer chip inductors, and aluminum foil, is expected to experience a price increase due to the rising costs of raw materials and increased demand from AI infrastructure [1]. - The industry outlook for chip resistors is optimistic, with expectations of a price increase opportunity in the second half of next year as supply constraints improve [2].