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

T2Covered by 1 source · first reported by JP/KR/TW: Korea Herald / Taipei Times / DigiTimes at 13 Oct, 05:50 UTC

Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive components and driving strong third-quarter 2026 results for Taiwan suppliers including Yageo, Walsin Technology…