Group 1 - The leading passive component manufacturer, Yageo (国巨), has raised prices for tantalum capacitors, leading to a ripple effect in the market [1] - Yageo's subsidiary, Pulse, has announced a price adjustment for certain ferrite bead products effective from January 1, due to high raw material costs, particularly silver [1] - The price of silver has surged significantly, with NIMEX silver futures reaching $73.02 per ounce recently, marking a 143% increase for the year 2025, which adds pressure to the cost structure of passive component manufacturers [1] Group 2 - Yageo's revenue from magnetic components accounts for approximately 27% to 28% of its total revenue, with a strong market position in inductors and automotive-grade magnetic components [2] - Competitor Walsin Technology (华新科) is also a significant supplier of ferrite bead products, which are widely used in high-frequency interference suppression and EMI reduction [2] - The passive component industry is entering a new price adjustment phase, supported by high raw material costs and steady demand from end applications, benefiting major suppliers like Yageo and Walsin [2]