AI buildout inflation is rising across the entire electronics supply chain, media report, noting 56 price adjustment notices from late 2025 through early 2026 across 6 segments:
Passive components (tantalum capacitors, MLCCs, etc.) up 10%-30%Power management chips (PMICs) up 15% or moreConnectors/Sensors/Controllers: 5-15%DRAM/HBM Memory chips: Prices strongUpstream Materials (CCL, Prepreg, RCC): up 15-30%Legacy node foundry: 10%-15%Source: Dan Nystedt