Industry news
Briefings for people who buy components
Lead-time movement, lifecycle notices, regulatory shifts and market signals — written for procurement and engineering teams, not for traders.
Rise in Ceramic Substrate Costs Impacts High-Power Semiconductor Lead Times
Escalating raw material costs for ceramic substrates are constraining production capacities for high-power modules, creating potential bottlenecks for industrial motor drive projects.
Source · Semixis sourcing desk
Read briefingAutomotive MCU lead times ease to 22 weeks, but 40nm allocation persists
Tier-one programmes see relief on general-purpose automotive MCUs, while 40nm nodes used in body and chassis controllers remain on allocation into 2027.
Read briefingEU strengthens traceability requirements for semiconductors entering the single market
New documentation expectations place more weight on factory-origin paperwork and distributor inspection records, particularly for non-authorised material.
Read briefingLegacy logic families enter last-time-buy across three major manufacturers
Programmes still running 4000-series logic and older interface parts have roughly two quarters to secure bridge stock or qualify alternates.
Read briefing0402 MLCC availability tightens as consumer demand returns
High-capacitance 0402 and 0603 ceramic capacitors are quoting longer as manufacturers shift capacity toward automotive grades.
Read briefingGaN adoption moves from charger designs into industrial power stages
Wide-bandgap devices are moving into motor drive and server power, changing qualification and sourcing requirements for industrial programmes.
Read briefingIndia's EMS capacity expands, shifting component demand closer to assembly
New surface-mount lines in Gujarat, Tamil Nadu and Karnataka are changing where components need to be held, and how quickly builds react.
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