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Market Intelligence

Market Insights

Monthly Overview

Our monthly read on price, supply and inventory shifts across component categories.

Market InsightsJuly 2026

Hotspots Rotate; High-End Applications Take the Lead——July 2026

July opened the year's second dense price-hike window. Nearly 20 manufacturers — across power devices, analog ICs, memory, automotive MCUs, foundry and advanced packaging — issued new price-increase notices. Earnings season confirmed…

Market InsightsJune 2026

Hike Wave Enters Dense Effective Period; Hotspots Concentrate in Analog & MLCC——June 2026

Market InsightsMay 2026

Structural Hike Wave Extends; AI Siphoning Accelerates Capacity Repricing——May 2026

Market InsightsApril 2026

AI-Driven Hikes and Earnings Delivered; Application Sides Diverge Clearly——April 2026

Market InsightsMarch 2026

Price Hikes Reshape Hotspots; Supply-Chain Restructuring Deepens——March 2026

Spot topic

Fast-breaking shortage events and market moves — covered as they happen.

Spot topicAugust 2026

FPGA Spot Prices: 7–10x Surge as Lead Times Stretch to 52 Weeks

Spot topicJuly 2026

Kumamoto 7.1 Quake Hits Silicon Island: TSMC/Renesas/Sony Halt

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