Since February, ADI’s price adjustments have strengthened overall expectations of price increases across the analog IC sector. At the same time, demand for many TI part numbers continues to rise. In the MCU market, conditions remain relatively stable, with no significant demand growth observed for traditional products from ST, NXP, and Microchip.

For power devices, lead times for MOSFETs, IGBTs, and diodes from onsemi, Infineon, and ST are extending. This is partly driven by substitution demand related to Nexperia parts. In addition, rising costs in 8-inch wafer foundry services and OSAT (assembly & testing) since the beginning of the year are expected to further transmit pricing pressure to finished IC products.

💾 Memory Market: Price increases continue across DDR3/4/5 DRAM, NAND/NOR Flash, eMMC modules, and SSD products. AI-driven demand is intensifying the structural supply-demand imbalance in the memory market. As a result, institutions have revised upward their expectations for memory price growth in Q1.

🔋 Passive Components: Sharp increases in raw material prices such as silver and copper have already triggered multiple supplier price adjustments. In January, Yageo, Walsin, and TA-I announced resistor price hikes. With strong demand from AI and new energy vehicles, MLCC pricing is also moving upward alongside capacity realignment. Key categories including tantalum capacitors, chip resistors, ferrite beads, and MLCCs are now entering an upward cycle.

The overall trend indicates sustained cost pressure across the electronics supply chain in the coming quarters.

We track the biggest discounted part numbers from different franchised distributors

Why do we track the biggest discounted part numbers across franchised distributors worldwide?

It comes down to market dynamics: each franchised distributor supports unique major end customers, creating pockets of concentrated demand. This focus locks in the deepest discounts and gives them stronger “pull-in” power for faster deliveries from the OCM. As a result, different distributors hold unique advantages in different parts.

The challenge? These distributors cannot efficiently collaborate with a widespread, unfamiliar customer base.

Our goal is to move beyond transactional sourcing and establish a stable, formal, and long-term cooperation that delivers sustained value and supply chain reliability.

Looking for datasheets, product specs, or our company profile?

• 📧 Email: frank.cheung@icnets.com
• 🌐 Website: www.icnets.com
• 🏢 Company: ICNets — Connecting the Global IC Networks

Documents available:

• Company Profile (PDF)
• ISO Certificates 9001/1920
• ERAI member
• Product Line Cards
• Quality Control Procedure
• Technical Datasheets

Get in touch directly via WhatsApp or WeChat:

Our own stock on sale:

ADI

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TOREX

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• CLM-105-02-F-D-TR SAMTEC 25+ 10k
• SKY13330-397LF  Skyworks  51K
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Disclaimer:

The views and information shared here are solely based on my personal understanding and experience in the electronic components and supply chain industry. This post is intended for informational and educational purposes only and does not constitute any form of commercial, investment, or procurement advice.

Market insights and price observations are derived from public information and personal analysis, which may not be fully comprehensive or up to date. Readers should use their own discretion.

Some materials, charts, and data are sourced from public databases or third-party platforms for non-commercial sharing; all copyrights belong to their respective owners.

The opinions expressed here do not represent the views of my employer or any affiliated organisation.

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