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

Rising capex from global cloud service providers is accelerating orders for AI computing infrastructure, boosting specifications and volumes of passive components and driving strong Q3 2026 results for Taiwan suppliers, who are now eyeing price hikes.

• CSP capex is accelerating orders for AI passive components
• Taiwan suppliers posted strong Q3 2026 results
• Both specifications and volumes of capacitors and resistors are rising
• Suppliers are preparing price hikes amid tight capacity