Core Viewpoint - KEMET, a subsidiary of Yageo, is set to increase the prices of its T523 series polymer tantalum capacitors starting April 1, marking the third price hike since the second half of last year. The demand for tantalum capacitors is expected to grow significantly, driven by applications in AI, military, and aerospace sectors, potentially leading to a "seller's market" for tantalum capacitors by 2026 [3]. Group 1 - KEMET's price adjustment for tantalum capacitors will take effect on April 1, indicating a continued trend of price increases in the market [3]. - The demand for polymer tantalum capacitors has surged in key market sectors over the past three years, necessitating an expansion in operational scale to meet this growth [3]. - Tantalum capacitors represent Yageo's second-largest product line, projected to account for approximately 21.7% of revenue by Q4 2025, following magnetic components at 26.4% [3].
国巨，再次涨价！
芯世相·2026-03-03 02:12