1. Executive Summary

1.1 Asia Passive Components Market Overview
1.2 Q3 2026 Pricing Environment
1.3 Shift from Selective to Broad-Based Price Inflation
1.4 Key Price Drivers
1.5 AI Server and Accelerator Demand
1.6 Raw Material Cost Inflation
1.7 Capacity Reallocation Toward High-Value Components
1.8 Q4 2026 Price Outlook
1.9 Key Findings

2. Market Context: Demand Concentrated in AI and Automotive

2.1 AI Server and Accelerator Demand
2.2 Semiconductor Export and AI Hardware Trends
2.3 MLCC Content in AI Servers
2.4 Automotive Electronics Demand
2.5 Electric Vehicle Passive Component Demand
2.6 Automotive-Qualified Component Requirements
2.7 Supplier Revenue and Order Book Trends

3. Q3 2026 Price Movements by Component

3.1 High-Capacitance and AI-Grade MLCCs
3.1.1 Q3 2026 MLCC Price Movements
3.1.2 AI Server MLCC Demand
3.1.3 Supplier Price Adjustments
3.1.4 High-Capacitance Component Supply Constraints
3.1.5 Long-Term Contract Pricing Trends

3.2 Standard and Consumer-Grade MLCCs
3.2.1 Standard MLCC Price Trends
3.2.2 Consumer Electronics Demand
3.2.3 Taiwanese and Chinese Supplier Pricing
3.2.4 Contract Pricing Developments
3.2.5 Overflow Order Dynamics

3.3 Tantalum Capacitors
3.3.1 Tantalum Price Developments
3.3.2 Raw Material Supply Constraints
3.3.3 DRC Supply Exposure
3.3.4 Automotive Tantalum Demand
3.3.5 Lead-Time Developments

3.4 Aluminum Electrolytic and Polymer Capacitors
3.4.1 Q3 Price Developments
3.4.2 AI Server Power Supply Demand
3.4.3 Automotive and Industrial Demand
3.4.4 Polymer Capacitor Pricing

3.5 Chip Resistors
3.5.1 Q3 Chip Resistor Pricing
3.5.2 Contract Price Absorption
3.5.3 Supplier Capacity Allocation
3.5.4 Smaller Supplier Market Share Trends

3.6 Inductors and Ferrite Components
3.6.1 Inductor Pricing Trends
3.6.2 Ferrite Component Pricing
3.6.3 Silver Cost Impact
3.6.4 Supplier Revenue Trends
3.6.5 Capacity Investment Trends

4. Raw Material Cost Pressures

4.1 Silver Price Trends
4.2 Silver Supply-Demand Balance
4.3 Nickel Powder Cost Developments
4.4 Barium Titanate Powder Costs
4.5 Rare-Earth Additive Costs
4.6 PET Release Film Costs
4.7 Tantalum Powder Pricing
4.8 Raw Material Exposure by Component
4.9 Uneven Cost Impact Across Component Categories

5. Regional Pricing Dynamics

5.1 Japan
5.1.1 MLCC Capacity Allocation
5.1.2 AI and Automotive Component Prioritization
5.1.3 High-Value Product Strategy

5.2 South Korea
5.2.1 AI Server Component Demand
5.2.2 MLCC Production Allocation
5.2.3 Long-Term Customer Agreements

5.3 Taiwan
5.3.1 Supplier Price Increases
5.3.2 Order Transfer Opportunities
5.3.3 Capacity Utilization
5.3.4 Revenue and Margin Trends

5.4 China
5.4.1 Domestic MLCC Production
5.4.2 Chip Resistor Supply
5.4.3 Consumer and Standard Industrial Demand
5.4.4 Competitive Pricing Dynamics
5.4.5 Market Share Expansion

6. Q3 2026 Price Tracker Summary

6.1 High-Capacitance and AI-Grade MLCC Price Index
6.2 Tantalum Capacitor Price Index
6.3 Standard MLCC Price Index
6.4 Aluminum and Polymer Capacitor Price Index
6.5 Inductor and Ferrite Price Index
6.6 Chip Resistor Price Index
6.7 QoQ Price Change Analysis
6.8 YoY Price Change Analysis
6.9 Component-Level Pricing Comparison

7. Q4 2026 Outlook

7.1 Overall Passive Component Price Outlook
7.2 High-Capacitance and AI-Grade MLCC Forecast
7.3 Tantalum Capacitor Forecast
7.4 Standard MLCC Forecast
7.5 Aluminum and Polymer Capacitor Forecast
7.6 Chip Resistor Forecast
7.7 Inductor and Ferrite Forecast
7.8 AI Accelerator Shipment Impact
7.9 Raw Material Price Impact
7.10 New Capacity Impact
7.11 Consumer Electronics Demand Risk

8. Market Risks and Supply-Side Considerations

8.1 Silver Price Correction Risk
8.2 Hyperscaler Capital Expenditure Risk
8.3 Precautionary Ordering Risk
8.4 Inventory Correction Risk
8.5 New Japanese and Korean Capacity
8.6 Consumer Electronics Demand Weakness
8.7 Tantalum Supply Disruption Risk
8.8 Component Lead-Time Risk

9. Procurement and Strategic Recommendations

9.1 Long-Term Agreement Strategies
9.2 Supplier Diversification
9.3 Second-Source Qualification
9.4 Taiwan and Mainland China Supplier Opportunities
9.5 Component Substitution Strategies
9.6 MLCC and Polymer Alternatives to Tantalum
9.7 H1 2027 Procurement Budget Considerations
9.8 Inventory and Supply Security Strategies

10. Methodology

10.1 Epignosis Insights Asia Passive Components Price Index
10.2 Data Sources
10.3 Supplier Price Notices
10.4 Distributor and Spot Quotations
10.5 Company Disclosures
10.6 Third-Party Data
10.7 Geographic Coverage
10.8 Index Construction and Weighting
10.9 Q3 2025 Base-Year Methodology
10.10 Q4 2026 Forecast Methodology

11. Frequently Asked Questions

11.1 Which Passive Component Recorded the Sharpest Price Increase?
11.2 What Is Driving Passive Component Prices in Asia?
11.3 Are Tantalum Capacitors in Short Supply?
11.4 Will Passive Component Prices Continue Rising in Q4 2026?
11.5 How Should Buyers Respond to Rising Component Prices?s