Since this year, domestic tantalum prices have jumped nearly 1.4 times. Industry insiders said that the main reason for this sharp rise in tantalum prices is the structural imbalance in the global tantalum metal supply and demand pattern: on the supply side, the global tantalum ore supply chain is weak, and supply rigidity is remarkable; on the demand side, the AI computing power industry has opened up room for growth in the industry, and the growth elasticity of tantalum capacitors and tantalum targets is high. Driven by the booming market, domestic tantalum capacitor companies are breaking through at an accelerated pace, expanding high-value-added civilian markets such as AI computing power, and speeding up the localization and replacement process of high-end tantalum capacitors.

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