Despite overall transistor demand decreasing markedly sequentially in Q2, constraints loom, and not just for automotive-grade parts. Multiple suppliers are strained, with the most affected products are SiC-based devices, IGBTs, and high-voltage MOSFETs, with lead times stretching beyond 52 weeks. As suppliers focus product portfolios and manufacturing investments on high-growth newer technologies, procurement and commodity teams should ensure alignment with key partner technology roadmaps and focus on supply assurance.