The application of tantalum capacitors has led to an increase in demand, causing the price of metallic tantalum to surge.

Since the beginning of this year, domestic tantalum prices have surged, increasing by nearly 1.4 times. Industry insiders indicate that the main reason for this round of soaring tantalum prices is the structural imbalance in the global supply and demand pattern for tantalum metal: On the supply side, the global tantalum ore supply chain is relatively weak, with significant rigidity in supply; on the demand side, the explosive growth of the AI computing power industry has opened up growth space for the sector, with high elastic growth for tantalum capacitors and tantalum target materials. Driven by high market prosperity, domestic tantalum capacitor companies are accelerating breakthroughs, expanding into high-value civilian markets such as AI computing power, and promoting the accelerated process of domestic substitution for high-end tantalum capacitors.