Holy Stone Enterprise (TPE:3026) said the global passive components industry is moving toward higher-value segments as AI demand accelerates, with requirements increasingly shaped by platforms from Nvidia since 2020, Taiwan News reported Monday.
The company said the shift is lifting both technical specifications and complexity across the supply chain. Chair Tang Jing-rong said demand is tilting toward high-end components, as AI applications require more stable and precise circuit performance. Passive components, which regulate voltage, current and noise rather than compute, are seeing stronger demand for advanced specifications, the report said.
The company warned that tight supply conditions in premium categories are likely to persist, with lead times already stretched to 12 to 18 months and potential shortages extending into 2027 if demand remains strong, the news outlet said.
(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)