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Resistor Pricing to Climb in Q1 and Q2 2025

Capacitor Demand Will Inflate

Mature-Node Analog ICs Foreseen as Problematic in 2025

SiC Power Makers Pivot to China EV Market

Record SK Hynix Earnings Show How the AI Boom is Reshaping Electronics Supply Chains

South Korean Labor Woes Spur Fears of Further Advanced Memory Supply Constraints

Chinese Hardware Bans for Autos in the U.S. Will Pressure the Electronics Supply Chain

Another Round of Auto-Grade IC Supply Constraints

Prolonged Dockworkers Strike Would Raise Component Pricing and Lead Times

High-Purity Quartz Input Costs May Rise But Resin Prices Unaffected by Hurricane Helene

Mainly Favorable Procurement Conditions Persist on Still-Tepid Demand Momentum

The Lowdown on Li-Ion Batteries

The Duality of Ceramic Capacitor Lead Times

DRAM and NAND: The Same, But Different

Analog is the Worst

Analysis Reveals August Rebound in Electronics Demand

Sensing the Market's Bottom

PCB Copper Cost Concerns

DRAM Drama Continues

Relay and Switch Lead Time Ebb Further

Japan Quake Imparts Minimal Damage...So Far

No Relief In Sight for DRAM Pricing

Copper Supply and Pricing Still a Challenge for Connector Makers

Big Power Management IC Customers May Pose Supply Risk for Smaller Ones

PCB Market Remains Down But Stable

Commodity IQ Demand Index Rebounds in July, But AI Bubble Raises Concerns

The Remainder of Micron's HBM Supply is Committed for 2024

Logistics Cost Increases are Being Passed On

Single-Sourced Legacy Inductor Pricing Is on the Rise

Discrete IC Lead Times Drop to Pre-Pandemic Levels

Commodity IQ Demand Index Drops to 2024 Low as Prices Remain Inflated

DRAM Capacity Shortages are Emerging

Lead Times to Remain "Normal"

Regional Component Design Remains Healthy Despite Global Design Ebb

Q2 Was the Bottom as Component Suppliers Indicate Positive Demand

IQ Insider Value Survey

Memory Price Index Hits Four-and-a-Half Year High

AI-Enabled PC and Server Builds Will Put Upward Price Pressure on MLCCs

The Ups and Downs of Resistors

Global Design and Sourcing Activity to Fall in Q3

Demand Is Down But Not Everywhere

As Inventory Indigestion Abates, Buyer Heartburn Rises

MCUs and MPUs Persist Above the Pre-Pandemic Price Baseline

Connectors to Fully Recover in H2?

Transistors – Demand, Inventories, Lead Times, and Pricing

Analog IC Pricing Ebbs

Automotive Market Faces Renewed Component Challenges

Labor Costs Moderate But Not Everywhere

Connector Pricing Likely to Favor Buyers Through H2

Computer ODM Inventec Forecasts Revenue Growth Across All Products

Copper Continues to Surge, Placing Price Pressure on Connectors Moving Forward

Ambiguity Abounds for Electronic Component Supply Chain Dimensions

Passive Makers Still Impacted by Recent Earthquake

Power Circuit Demand Will Continue to Ebb in Q2

Connector Pricing Likely to Increase on Precious Metal Surges

Inventories Decline for Many Interconnects and Passives

Component Design Activity Growth Decelerates in January

End-of-Life Notifications from Diode and Transistor Makers

Pricing Advantages Emerge as Smaller Optoelectronics Manufacturers Face Challenges

Analog IC Price Index Continues to Decline

Unsurprisingly, Nvidia Products are Constrained

Rising Chip Equipment Demand Foreshadows Challenging Conditions for Component Buyers

Price-Down Opportunities for Diodes

Connector Demand is Forecast to Rise in Q1, but Prices Will Remain Stable

New Component Industry Association Figures Support Commodity IQ Demand Index Trends

Li-Ion Battery Pricing Remains Favorable, But for How Long?

Programmable Logic Inventories Up as Demand is Set to Rise

Prices for Resistors to Remain Largely Stable

Revisit Analog IC Prices Now

Memory and Microprocessor Demand Trends Diverge as PC Sales Rebound

Capacitors Remain a Buyer's Market With Some Exceptions

Revisit Long-Term Agreements for Analog ICs

Cost-Downs for Sensors in New Projects

Graphite Supply Challenges and Oversupply of Critical Battery Materials

A Year of Transition for Semiconductors Puts Buyers in the Driver’s Seat

Red Sea Crisis Impacting Ocean Shipping Significantly, May Expand Lead Times

More Memory Price Hikes Coming in Q1

Passive Component Production Cuts, Potential MLCC Shortages

Supply Inequality for IGBT and MOSFET Persists

Japanese Earthquake Shuts Down Major MLCC Fab

Copper Supply Tightness Looms in 2024

Aggressive Pricing Competition for Analog ICs

Resistor Market Recovery Expected by Q3

Some Semiconductor Demand to Strengthen in H1

Electronic Supply Chains Enter the Goldilocks Zone

Metals Pricing Will Increase Heading into 2024

South Korean Exports Signal Memory Demand Growth

Sodium-Ion Batteries Unlikely to Replace Lithium-Ion for Consumer Electronics

Some MCUs and Memory ICs Still Presenting Sourcing Challenges

IC Equipment Makers Poised to Capitalize on the HBM Memory Boom

Component Pricing to Remain Mostly Favorable into H1 2024

Resistor Demand Growth in H1 2024 to Present Sourcing Issues for Some Devices

Accept No Logistics Surcharges into Q1 2024

Foxconn Reports 2024 Growth Will Come from Servers

Buyers Should Monitor Supply as Electronic Component Demand Remains Uneven

Potential Discrete IC Pricing Concessions, Except for Automotive-Grade

Rising Gold and Silver Prices Amidst Middle East Unrest

Low Capacity Utilization Rates for Frequency Control Devices May Create Sourcing Challenges

Resistor Demand is on The Rise

Explore PCB Price-Down Possibilities

Analog Inventories Down, Automotive Market Concerned about H2 2024 Constraints

It's Time to Seek Connector Price Concessions

China Embraces Advanced Chip Packaging to Bypass U.S. Export Restrictions

Semi-Custom LED Manufacturers Continue End-of-Life Announcements

Relay Prices Will Be Stable to Moderately Increasing for Q4

Chipmakers Anxious About Potential Component Oversupply

Fierce Competition Among MLCC Suppliers to Benefit Buyers

U.S. Leads Electronics Design Growth as Activity Rises Worldwide

AI Data Center Dominance – GPU Supply Continuity Under Pressure

Analog Power and Converter Prices Inching Upward

Lithium in Plentiful Supply, But Shifts in Pricing and Availability Loom

NAND Flash Makers To Cut Capacity Again

Tight Labor Markets Raise Risks as Supply Chains Go Local

An improved Environment for the Buy-Side Electronics Supply Chain

Defining Which Components Tier-One Suppliers Employ in Sub-Systems

Supplier Assessments are Required in Light of Ongoing Depressed Demand

Watch for Some General-Purpose Component Price Increases

Sustained Rise in Design Activity Hints at Acceleration in Component Demand

Brace For NAND, DRAM, and Memory Module Price Escalations

LCO Batteries Remain a Buyer's Market

Capacity Controls for Ocean Freight Taking Hold

Smartphone Demand to Influence MEMS Pricing

Electronic Component Lead Time Contractions Continue in July

Supply Assurance and Supplier Roadmap Alignment Crucial for Transistors

Favorable Lithium Carbonate Pricing Persists for Batteries Buyers

Gallium Prices up After China Announces Export Controls

Air Freight Negotiation Power Remains with the Shipper

Automakers Highlight Improvements, but Long-Term Constraints Persist

Rising Ocean Freight Rates and Overcapacity are Likely to Impact Lead Times

Price-Down Opportunities Continue to Exist for Some Resistor Types

Track Metals Pricing Closely for Component Sourcing Events

PC Market Reaching Bottom, Watch MPU Pricing

Weekly Snap Poll

Weekly Snap Poll

Impending AI-Driven Memory Demand Recovery Will Spur Rising Prices For Advanced DRAM…

Supplier Competition and reduced Demand are Creating Price-Down Opportunities for Standard Logic

Monitor Frequency Control Supply Chain Risks

Lead Times Drop for Inductors, but Pricing Remains Stable

Reexamine Legacy Optoelectronic Device Usage

Uneven Demand for PMICs May Produce Further Constraints in H2

Sensor Price-Downs Unlikely in 2023

Standard Logic Pricing Situation Favors Buyers

Declining Copper Costs Support Connector Price Negotiations

Chipset Supply Improvement Continues Alongside Uncertain Lead Times

Capacitors Market Outlook for 2023 and Beyond

Micron Exec Calls the Bottom of the Memory Market

Watch Small Case MLCCs for Possible Supply Challenges in late H2 and into 2024

Opportunities for Cost Reduction Continue on PCBs and Interconnects

The War for Talent Will Add to Increasing IC Prices Moving Forward

Rising Design Activities Signal Timing For Electronics Recovery

Secure Long-Term Memory Cost Positions Ahead of Undersupply in 2024

Obtain Capacity/Supply Commitments For Discrete ICs in 2024 and Beyond

Tin Supply Assurance Fears Increase Solder Pricing

Heightened GPU Demand May Further Hamper Power MOSFET Availability

What's the (Programmable) Logic in That?

Monitor supply levels for IGBT Transistors

Have you got a driver for that display?

You can have any color LED except green

Take advantage of cost reduction opportunities on MCUs due to decreased demand

Lithium cobalt oxide battery costs slide

How Economics and the Electronics Market Will Diverge in H2 2023

Diversify Your Sensor Supply Base Ahead of 2024

Take Advantage of Lower DRAM Pricing While You Can

Crystal Pricing Continues to Fall

Magnetics Prices Aren't Going Down

Historic Price Lows for Chinese Cobalt Sulfate Used in Lithium-Ion Battery Production

Declining Chinese IC Imports Foreshadow Supply Chain Diversification Efforts

Potential Supply Constraints Coming Outside Auto and Industrial Segments

Finalize Your Next Power MOSFET Designs Soon

Negotiate Lower General-Purpose Resistor and Ceramic Capacitor Pricing

Monitor Rising GPU Prices and Dwindling Supply into 2024

Qualify Multiple Suppliers, Including New Market Entrants, For Legacy Devices

Natural Graphite Supply Will Become Problematic for Lithium Batteries

Refuse Any MCU or MPU Price Increases

Expect Logic Parts to Arrive Much Sooner

Platinum Shortages Will Affect Sensors, Connectors, and Electrodes

Amplifier IC Pricing to Remain Elevated, Be Aware of Potential Increases

Logistics, AI, and Lead Times

Power ICs Shouldn't Delay Your Production

Demand Rebound?

Watch MACOM RF Parts For Assurance of Supply

SRAM is Worth The Extra Cost, but Beware Shortages

Prepare for Rising Memory Prices

Resist Price Hikes Due to Raw Material Price Volatility

Make SiC a Priority in Your Supply Chain

Push Back on Tantalum Capacitor Price Increases

Monitor Rising FPGA Lead Times

Re-Quote Analog Signal ICs Now

Mind The Labor Wage Gap

Take Advantage of Stability for Sensors

Wondering What the Difference is Between India & China Labor Rates?

Sensor Lead Times Are Finally Stable

ASIC, MPU, & MCU Lead Times Are Under 15 Weeks

Now is the time to Renegotiate Analog IC's!

Chinese cobalt pricing has declined 23% from January to late April 2023

Now is the time to Renegotiate Sensor Cost

FPGA's Will Still Shut You Down

Push Back on any Tantalum Capacitor Price Increases

Do a Sourcing Event for Resistors NOW. Demand is Down

Requote Analog Signal Parts NOW. Prices Have Been Dropping Since November

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