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Passive component inventories fall in 4Q25 as AI power revolution fuels growth

Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application demand is driving upgrades in electronic product specifications, leading to growth in related component usage and value. Additionally, the pressure from New Taiwan dollar depreciation against the US dollar has significantly eased. Industry insiders are optimistic about stable operational growth momentum in the fourth quarter of 2025.