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- 2026.09.10 Renesas Price Increase 2027: New Pricing Takes Effect January 1 and Applies to Open Backlog Slug Renesas has issued a new price adjustment notice effective January 1, 2027. Revised pricing can also apply to existing backlog scheduled for shipment in 2027, making shipment dates, MPN-level pricing a…
- 2026.09.08 NXP Price Increase 2026: Third Round Adds About 10% NXP's third major 2026 pricing round raises select products about 10% from September 28. Distributor book-price resets and replacement debits will determine the actual customer-level impact.
- 2026.09.07 Semiconductor Demand 2026: What Major Distributors Are Seeing Latest distributor results show semiconductor demand broadening beyond AI. Rising bookings, larger backlog and leaner inventories point to higher supply-chain risk in selected analog, power, industrial…
- 2026.09.02 TI Price Increase September 2026: What It Signals for TI Demand, Margins and the Semiconductor Cycle TI's September 1 pricing notice expands product-level repricing risk across its portfolio. We examine BOM exposure, Q2 demand growth, 300mm economics, foundry conditions and the operating signals behin…
- 2026.08.30 MLCC Price Increase 2026: Samsung Raises Q4 X5R Prices 25–30% as AI Capacity Shift Spreads Samsung Electro-Mechanics is raising Q4 2026 X5R MLCC prices by 25–30% and AI-server X6S prices by 10–20%. Capacity shifts toward premium MLCCs are now pushing higher prices into mainstream mid- and
- 2026.08.27 PCB Material Shortage 2026: Glass Fabric Drives New CCL and FR-4 Price Hikes PCB material prices are rising again as Nan Ya lifts CCL/prepreg 20–25% and Kingboard raises FR-4 10% and thin-glass prepreg 20%. Glass-fabric shortages are now shaping stack-up risk, backlog pricing …
- 2026.08.26 MCU Market Battle: How Infineon, ST, NXP, Renesas, Microchip and TI Compete MCU competition has shifted from processor cores to ecosystems, acquisitions, automotive platforms, supply assurance and Edge AI. This analysis tracks six leading vendors from 2007 to 2026 and explains…
- 2026.08.24 Marvell Price Increase 2026: AI Infrastructure Demand Drives New Semiconductor Pricing Pressure Marvell is implementing price increases as demand grows across AI infrastructure and semiconductor markets. Higher materials, manufacturing and supply-chain costs are adding pricing pressure.
- 2026.08.20 Texas Instruments Price Increase October 2026: New Pricing Takes Effect October 1 Texas Instruments plans another price increase on selected products from October 1, 2026, following reported April and July adjustments. With exceptions expected to be limited, buyers should review bac…
- 2026.08.18 STMicroelectronics Price Increase August 2026: Third Price Hike Takes Effect August 23 STMicroelectronics plans another price increase for Aug. 23, 2026, its third major pricing point this year. Stronger demand, higher supply-chain costs and longer STM32 lead times raise Q4 and 2027 sour…
- 2026.08.16 STM32H7 Lead Times Reach 52 Weeks as ST MCU Supply Tightens Furthe STM32 supply has tightened again since July. Selected H7 and H5 MPNs now carry 52-week lead times, while ST reports strong bookings and lower channel inventory. Buyers need to plan by exact MPN, confir…
- 2026.08.14 Semiconductor Supply Chain 2026: How Price Increases and Longer Lead Times Reach Component Buyers Semiconductor supply pressure moves from wafer fabs to manufacturers, distributors and OEMs with a built-in delay. COVID-era lessons and 2026 signals show how buyers can spot tightening conditions befo…
- 2026.08.10 Analog Devices Price Increase September 2026: What Buyers Need to Know Analog Devices will raise prices on September 13, 2026 as demand, manufacturing costs and capacity needs increase. With selected lead times already reaching six months, buyers should review backlog pri…
- 2026.08.09 MaxLinear Price Increase 2026: MPP Pricing, Foundry Costs and Buyer Impact MaxLinear’s MPP price adjustment took effect Aug. 7, 2026. This report explains foundry, OSAT and wafer cost pressure, backlog repricing, rising production commitments and H2 buyer risks.
- 2026.08.05 Semiconductor Market Split 2026: Analog and MCU Recovery vs Smartphone SoC Decline Analog, MCU and power chip suppliers are recovering as inventories fall and AI infrastructure grows, while smartphone SoC demand declines under memory-cost pressure and weaker handset production.
- 2026.08.04 What ST's Q2 2026 Results Reveal About MCU Supply, Channel Inventory and Spot-Market Risk ST's Q2 2026 results show low channel inventory, strong MCU orders and selective tightness. This report examines STM32 spot-market volatility, AI optical demand, industrial replenishment and buyer acti…
- 2026.07.31 Renesas Takasaki Factory Closure: Product Risks Behind the 6-Inch Fab Exit Renesas will phase out its Takasaki 6-inch wafer factory over two to three years. This report explains product-level risks for legacy power, diode and analog devices, confirmed PCN evidence, lifecycle …
- 2026.07.30 Taiyo Yuden's Second MLCC Price Increase Signals Broader Supply Pressure Taiyo Yuden’s second 2026 MLCC notice expands pressure from selected series to broader MLCC coverage. The report explains September pricing, delivery risk, AI and automotive demand, 2018 differences, …
- 2026.07.29 Japan's 2026 Kumamoto Earthquake: Chip Supply Risks and Lessons from 2016 The 2026 Kumamoto earthquake disrupted Japan’s semiconductor hub. This report compares the event with 2016, assesses risks to Sony, Renesas and JASM, and outlines recovery scenarios and buyer actions.
- 2026.07.29 Murata’s Large-Case MLCC Withdrawal: Capacity Shift, Replacement Risk and Buyer Actions Murata’s withdrawal of selected large-case MLCCs reflects a shift toward smaller, higher-capacitance and higher-value products. The report explains affected sizes, replacement risks, supply impacts an…
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