GD32 pin-compatible with STM32 at 30-60% lower cost; CXMT now prices above Samsung on server RDIMM. How the 2026 shortag...

Q3 2026 is the memory crunch window: 2027 DRAM/HBM pre-sold, suppliers deliver 60-70% of targets. Lock DRAM through 2028...

Real shortages vs spot bubbles in robot/drone chips: STM32F4 24-52 weeks, BMI088 24-52, ICM-42688-P 40+. TMS320F28335 sp...

Two rounds of 2026 power semiconductor increases: Infineon +10-20%, Silan +15%, SiC up to +25%. MOSFET/IGBT lead times a...

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 ...

2026 analog chip price wave: ADI +15% (military +30%), TI up 15-85% over three rounds, PMIC lead times at 35-40 weeks. W...

August 2026 Huaqiangbei market report: DRAM/NAND spot +10-14% in one week, MCU lead times 24-52 weeks, passives up 10-30...