Tantalum prices nearly triple as AI demand and African supply disruptions push EV capacitor lead times beyond 1 year
Tantalum ingot prices rose to 6,650 yuan per kilogram as AI server demand and disruptions at the Rubaya mining area tightened supply
Tantalum capacitor lead times for electric-vehicle makers have stretched beyond 1 year as AI demand and disruptions in African mining tighten supply, according to a report published by TrendForce.
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