Passives
Capacitors (MLCC, tantalum, aluminum), resistors, inductors.
Lead-time range, Dec 2025 – Oct 2026 Reading the chartsThe shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
The shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
Monthly status Status scale1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →
1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →Subcategories, October 2026
| Subcategory | Status | Lead time | Trend | Pricing | Note |
|---|---|---|---|---|---|
| MLCCs | 3 · Alert | 14–50+ wks | rising | rising | |
| Tantalum capacitors | 3 · Alert | 20–50+ wks | rising | rising |
Month by month
- Oct 20263 · AlertPassives show the clearest split between standard and specialty families.
- Sep 20263 · AlertSelected polymer tantalum capacitors remain above 50 weeks.
- Aug 20263 · AlertSpecialty passives are intensifying: tantalum and polymer tantalum reach into 40 to 80+ weeks.
- Jul 20263 · AlertSpecialty side moved from watch to alert in May, stayed there.
- Jun 20263 · AlertMLCCs a stronger watch signal; specialty tightening.
- May 20263 · AlertSpecialty passives tightening; moved from watch to alert.
- Apr 20262 · WatchSpecialty stretching: tantalum and MLCCs above 1uF moving up; standard commodity capacitors stable.
- Mar 20262 · WatchTantalum and high-capacitance MLCCs tightening; FTZ delays adding weeks on select ceramic families.
- Feb 20262 · WatchGeneral capacitors stable; high-capacitance ceramics (>1uF) increasing lead time and pricing across the board.
- Jan 20262 · WatchSelect segments showing upward pricing indicators; high-capacitance ceramics (>1uF) increasing.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Oct 2026 | 3 · Alert | 14–45 wks | — |
| Sep 2026 | 3 · Alert | 13–41 wks | — |
| Aug 2026 | 3 · Alert | 13–41 wks | — |
| Jul 2026 | 3 · Alert | 12–40 wks | — |
| Jun 2026 | 3 · Alert | 12–38 wks | — |
| May 2026 | 3 · Alert | 12–36 wks | — |
| Apr 2026 | 2 · Watch | — | — |
| Mar 2026 | 2 · Watch | — | — |
| Feb 2026 | 2 · Watch | — | — |
| Jan 2026 | 2 · Watch | — | — |
Latest reading synthesized from: Future Electronics Market Conditions Report · TTI Lead Time Trends · Sourceability Lead Time Report — see methodology.