The Sourceability lead-time report sees two futures: stable growth or elongating lead-times and dramatic price fluctuations.
Memory is one of the most constrained market segments with AI demands draining the supply.
Samsung, SK Hynix, and Micron have shifted primarily to allocation-only contract models.
Power semis have seen sales rapidly increase.
The Nexperia conflict remains unresolved, thereby constraining the discrete market.
For IP&E segments, AI server builds are extending passive lead times, particularly in polymer tantalums and high-capacitance MLCCs.
Interconnect suppliers are signalling metal-driven pricing adjustments.
