March 3, 2026 /SemiMedia/ — Yageo’s subsidiary KEMET plans to raise prices for its T523 series polymer tantalum capacitors (KO-CAP) starting April 1, marking the group’s third increase in tantalum capacitor pricing since the second half of last year.

In a recent customer notice, KEMET said demand for its polymer tantalum capacitor line has grown strongly across several key markets over the past three years. The company added that higher spending on labor, raw materials and equipment to support capacity expansion has pushed up overall costs.

Industry participants said the wider adoption of tantalum capacitors in GPU and ASIC servers is emerging as a major demand driver. AI infrastructure is now becoming an important consumption engine beyond traditional aerospace and defense applications.

Supply chain sources expect the tantalum capacitor market could remain tight through 2026, with sellers likely to keep the upper hand if AI server shipments continue to expand.

Tantalum capacitors are Yageo’s second-largest product segment. According to company disclosures, the business accounted for about 21.7% of revenue in the fourth quarter of 2025, second only to magnetic components at 26.4%.