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As part of our commitment to keeping clients informed and supply chains resilient, our procurement team has compiled this report of global component market conditions. Rising raw material costs, AI-driven demand, and ongoing geopolitical developments continue to reshape lead times and pricing across key product groups.
Analog
High-End:
Prices increase due to rising raw material and transport costs. There is an upward trend in lead times caused by increasing demand.
Commodities:
Prices increase due to rising raw material and transport costs. Higher demand keeps lead times increasing. It is recommended to place long-term orders to secure supply.
Discretes
Lead times are increasing rapidly. It is highly recommended to place long-term orders to secure supply. Prices increase due to rising raw material and transport costs.
Recent events at Nexperia, including export restrictions and governance-related actions, have heavily impacted the supply chain, lead times remain high
Memory
ALL PRICE TENDENCIES ARE INDICATED IN USD
Please provide long-term demand across all technologies. Forecast/Order backlog is key for planning demand properly.
General situation:
The allocation situation dramatic on DRAM and NAND products. Massive price increases on the latest technologies. AI demand remains robust and is impacting memory availability globally.
DRAM: Massive price and lead time increases – especially high impact on LPDDR4/DDR4 and newer technologies like DDR5/LPDDR5 but also legacy technologies such as DDR3. Unplanned upside for CY2026 impossible to supply, please check backlog. Long-term orders needed more than ever to secure supply for CY2027.
NAND Flash: eMMC on allocation. No supply available for upside business. SSD supply impacted by data center demand.
NOR Flash: Increasing prices and lead times.
SRAM: Stable availability – minor constraints on specific technologies.
Opto
LEDs: Overall good supply situation.
Vishay: Lead time 4-20 weeks for majority of the Optocoupler portfolio.
Samsung: Official announcement of LED-business exit.
MCU & DSP
Program. Logic
Logic
Lead times are increasing rapidly. It is highly recommended to place long-term orders to secure supply. Prices increase due to rising raw material and transport costs. Recent developments at Nexperia, such as export restrictions, governance-related measures, and internal operational challenges, continue to affect the supply chain.
