11/06/2026
The market isn't in one shortage cycle anymore. It's fragmented, and that's harder to manage.
Some categories are soft right now... commodity passives, certain analog, consumer-grade discretes. Others are tightening fast.
Specific MCUs, industrial power semis, high-spec MLCCs. AI infrastructure is absorbing upstream capacity, and the knock-on is longer lead times for everyone else.
The result? You can look at your BOM on the same day and see one line item available everywhere, and another stretching to 52 weeks.
If you're planning Q3 and Q4 production and haven't locked in your critical components, now is the time to have that conversation. Forecast procurement isn't a luxury in this environment... it's protection.
Send us your full BOM. Let's talk about what one partner can do.
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