Recently, the electronic components sector has experienced a broad-based uptick in prices. In contrast to previous price fluctuations, which were typically driven by short-term shifts in supply and demand, this current wave of price hikes began to surface at the close of 2025 and reached full throttle in early 2026, exhibiting an unprecedented scale and intensity. Prominent domestic and international manufacturers have, one after another, issued notices of price increases, with the hikes ranging from 5% to 30%. Industry experts highlight that, unlike past industry cycles that were primarily influenced by consumer electronics demand, the primary catalysts for this price surge stem from three key sectors: AI servers, new energy vehicles (NEVs), and high-end industrial applications. The robust demand emanating from these high-end applications has rendered the price increase unavoidable.
