Taiwan's passive component makers jumped to daily limit-up gains after Samsung Electro-Mechanics hiked chip capacitor prices, good news for the sector's investors.

• Samsung Electro-Mechanics is raising fourth-quarter prices on the tiny ceramic capacitors used in almost every electronic device, with consumer-grade parts going up as much as 30%.
• Taiwan's Yageo, Walsin Technology, Holy Stone and other passive component makers all hit their daily price limits, with Yageo back above NT$600.
• The driver is AI data centers, where demand for high-end capacitors used in servers is straining supply.
• Smaller suppliers and materials makers rode the wave too, with gains across the group.
• The broader Taiwan market opened sharply higher on strong Nvidia earnings, with TSMC also climbing.

Outlook: If the price increases stick, Taiwanese suppliers should see stronger fourth-quarter revenue as orders spill over from the Korean and Japanese leaders.