Beyond Memory: Analog, Discrete and Passive Prices Are Rising — What Buyers Need to Do Now
Memory got the headlines, but now analog ICs, discretes and passives are catching up. Here is what a $146.8bn semiconduc...
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1500V Isolated Gate Drivers and Digital Isolators Are the Q4 2026 Procurement Choke Point — Here's What Buyers Should Pre-Book Now
Skyworks Si829x, Vishay AEC-Q102 optocouplers, and NOVOSENSE 1500V isolators are all converging on the same Q4 2026 sque...
Top Trending Semiconductor Chips of 2025-2026: What's Driving the Market?
An in-depth analysis of the top trending semiconductor chips, including AI server components, legacy nodes, and popular ...
AI Memory Is Eating Capacity, Summer Exports Are Cooling, and Chip Prices Are Surging Everywhere: A August 2026 China Semiconductor Supply Chain Field Report for Global Procurement Teams
An August 2026 field report on the China semiconductor market: HBM has absorbed over 70% of leading-edge wafer capacity,...
Memory Supercycle Peaks in 2027: DRAM Tight, NAND Loosens
Memory revenue peaks in 2027 at $842.7B. DRAM stays tight through 2028, NAND flips to surplus H2 2027. When to lock vers...
China MCU & DRAM Localization: From Backup to Mainline
GD32 pin-compatible with STM32 at 30-60% lower cost; CXMT now prices above Samsung on server RDIMM. How the 2026 shortag...
DRAM/NAND H2 2026: Procure Through the Supercycle
Q3 2026 is the memory crunch window: 2027 DRAM/HBM pre-sold, suppliers deliver 60-70% of targets. Lock DRAM through 2028...
Robot & Drone Chips: Real Shortages, Fake Spot Rallies
Real shortages vs spot bubbles in robot/drone chips: STM32F4 24-52 weeks, BMI088 24-52, ICM-42688-P 40+. TMS320F28335 sp...
Fake Chips, Real Losses: 2026 Counterfeit-Part Guide
Counterfeit electronics cost $100B+/yr. ERAI: 36% of fakes are active in-production parts, 24% pass electrical testing. ...
Power Semi Hikes: MOSFET/IGBT Lead Times Hit 40 Weeks
Two rounds of 2026 power semiconductor increases: Infineon +10-20%, Silan +15%, SiC up to +25%. MOSFET/IGBT lead times a...
High-Cap MLCC Gold Rush: 47µF Up 20x, Lead Times 20 Weeks
High-cap MLCC prices are up 2-4x (some 20x) on AI server and 800V EV demand. Murata 47µF lead times hit 20 weeks. Which ...
Analog IC Prices Up to 85%, Lead Times at Six Months
2026 analog chip price wave: ADI +15% (military +30%), TI up 15-85% over three rounds, PMIC lead times at 35-40 weeks. W...
Huaqiangbei Component Market Report — August 2026
August 2026 Huaqiangbei market report: DRAM/NAND spot +10-14% in one week, MCU lead times 24-52 weeks, passives up 10-30...