Enterprise SSD・NAND供給逼迫2026｜AI需要で16週納期・契約価格上昇
2026年11月6日、Kearneyが企業向けQLC・TLC NANDの2030年までの供給逼迫シナリオを公表。産業・車載向けの長納期事例と、TrendForceの2027年緩和予測との違いを整理。完全型番別に調達・代替・品質を確認する実務…
Read article →MARKET INTELLIGENCE
Semiconductor Market Insights & Sourcing Guides
Practical insights by manufacturer, product and sourcing challenge for purchasing, production and engineering teams.
Latest Market Insights
Panasonic台湾CCL工場火災｜AIサーバー基板・PCB長納期への影響
Panasonicの台湾・新竹県湖口工場で2026年11月4日に火災が発生しました。高機能CCL供給の約4％に影響する可能性は市場推計で、個別材料の生産・出荷への影響は未確認です。MEGTRON、AIサーバー基板、PCB長納期について購買担…
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Diodes PCN-2822 EOL｜76注文コード、LTB期限終了・43コードはLTBなし
Diodes PCN-2822のLTB対象33コードは2026年10月30日に最終注文期限が終了しました。全76注文コードのうち43コードは当初からLTBなし。受諾済み注文・残存在庫・代替品の確認事項を整理します。最終出荷日は2027年5月…
Read article →Diodes PCN-2824 EOL｜Zetex系207コード、LTB期限終了
Diodes PCN-2824のLTB対象品は2026年10月28日に最終注文期限が終了しました。対象はZetex系207注文コード。受諾済み注文の受注残・出荷予定、残存在庫、代替候補の確認事項を整理します。最終出荷日は2027年4月28日…
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MarvellがLumentum買収へ｜1.6T光部品・AIサーバー調達への影響
MarvellはLumentumを全株式取引で買収する契約を発表しました。完了予定は2028年上期で、株主・規制当局の承認などが条件です。1.6T光トランシーバー、InPレーザー、CPO関連部品の供給・価格・納期への影響と、購買担当者が確認…
Read article →村田製作所、MLCCに約1兆円投資｜2027年上期の供給逼迫と調達対策
村田製作所は2026～2030年度にMLCCの生産能力拡大へ約1兆円を投資します。岡山・島根・フィリピン・タイの増産計画と、2027年上期まで続く高容量MLCCの供給逼迫、購買担当者が確認すべき納期・供給枠・代替条件を整理します。
Read article →DRAM・HBM供給逼迫2026｜Samsung 2027年HBM売約済み・SK hynix長期契約
Samsungは2027年のHBM供給量が売約済みと説明し、メモリ需給は2028年も引き締まると予測。SK hynixの長期契約と合わせ、DDR5・HBM・SSDの供給確保と代替品の調達対応を整理します。
Read article →Infineonが300mm GaN量産へ11億ユーロ投資｜AIデータセンター電源
Infineonは300mmウエハーによるGaNパワー半導体量産設備へ約11億ユーロを投資し、2027年末までの生産開始を計画。AIデータセンター電源の供給・納期への影響と購買対応を整理します。
Read article →Wolfspeed・Infineon 200mm SiC供給契約｜2027年のMOSFET納期・調達への影響
WolfspeedとInfineonが200mm SiCウエハーの長期供給契約を拡大。車載、産業機器、AIデータセンター向けSiC MOSFETの供給見通し、納期、価格、代替品の調達対策を解説します。
Read article →Sourcing Guides
5 Key Points to Check When Procuring Analog Devices Products
We will outline price revisions, supply conditions, date codes, official distribution channels versus market inventory, and how to proceed with evaluating alternatives.
Read more →Guide to Procurement and Lead Time Management for Texas Instruments (TI) Products
This article explains how to determine the required quantities, supply channels, and alternative options when facing stock shortages or long lead times.
Read more →Supply Risks and Procurement Measures for Infineon Products
Here, we outline key points to consider regarding supply continuity, long lead times, and end-of-life (EOL) for automotive and industrial applications.
Read more →What to Check When Procuring NXP Semiconductors with Long Lead Times or EOL Products
Focusing primarily on MCUs and automotive products, this document summarizes the basics of lead times, lot sizes, and evaluating alternatives.
Read more →Procurement and Delivery Time Management for STMicroelectronics Products
Here is a list of items to check when procuring MCUs, analog components, power products, and other items.
Read more →Procurement of Renesas Products and Preparing for End-of-Life Risks
This article explains the concepts of end-of-life (EOL), maintenance inventory, and alternative candidates for products that require long-term supply.
Read more →Strategies for Addressing Long Lead Times for Microchip Products and Procurement Procedures
This article explains how to distinguish between standard lead times and market inventory when procuring MCUs and analog products.
Read more →Measures to Mitigate Procurement and Supply Risks for onsemi Products
We will outline key points for verifying supply reliability and quality during the procurement process, including power and automotive-related products.
Read more →Procurement Guide for Hard-to-Find and EOL AMD/Xilinx FPGAs
This document summarizes key concepts related to long-term maintenance of FPGAs, date codes for older-generation products, quality inspections, and alternative design approaches.
Read more →Key Points to Consider When Procuring Intel/Altera FPGAs
We will outline the key points to consider regarding the continued supply of FPGAs, discontinued models, delivery times, and the evaluation of alternatives.
Read more →Preparing for Fluctuations in Micron DRAM and NAND Procurement and Prices
This article explains key concepts related to memory products, including price fluctuations, generation transitions, supply contracts, and spot procurement.
Read more →Samsung Memory Products Procurement and Supply Management Guide
We will outline approaches to ordering, inventory management, and alternative sourcing in preparation for supply-and-demand fluctuations in DRAM, NAND, and other products.
Read more →Procurement of SK hynix Memory and Responding to Supply and Demand Fluctuations
We will outline the impact of changes in the memory market on procurement, as well as the necessary approach to inventory and contracts.
Read more →The Impact of the Expanding HBM Market on Electronic Component Procurement
We will examine the impact that the supply and demand for HBM—which is gaining attention due to demand for AI servers—has on related semiconductors, printed circuit boards, and power supply components.
Read more →Key Points to Consider Regarding Price and Delivery Times When Procuring DDR5
We will outline a method for evaluating not only prices but also supply stability in the memory market, where supply and demand fluctuate significantly.
Read more →Managing Price and Supply Risks in NAND Flash Procurement
We will outline how to effectively utilize inventory policies, contracts, and spot purchases in response to market fluctuations.
Read more →Key Considerations for Supply, Substitutes, and Quality in MLCC Procurement
In addition to capacity, ratings, temperature characteristics, and size, we will explain availability and how to evaluate alternatives.
Read more →Guide to Long Lead Times and Alternative Sources for MOSFETs
We will outline the basics of comparing packages and electrical characteristics, supply risks, and second-source procurement.
Read more →Basics of IGBT Procurement, EOL, and Alternative Product Evaluation
Here is a summary of key points regarding long-term supply, alternative evaluation, and quality verification for industrial equipment.
Read more →Key Considerations for Procuring SiC Power Semiconductors
With demand for SiC continuing to grow, we will outline how to compare manufacturers, supply capacity, packaging, and quality.
Read more →Key Considerations for the Procurement and Substitution Evaluation of GaN Semiconductors
This document summarizes an approach for simultaneously evaluating supply chain capabilities and technical requirements when adopting GaN for high-frequency and power supply applications.
Read more →Changes in the FPGA Market Supply and Procurement Strategies
We will outline an FPGA procurement strategy that covers long-life products, legacy products, EOL products, and alternative designs.
Read more →Procurement Strategies to Prepare for Long Lead Times and Supply Shortages of MCUs
We will reduce dependence on specific part numbers and organize priorities regarding inventory, secondary sources, and design changes.
Read more →How to Balance Quality and Supply in the Procurement of Automotive Semiconductors
We explain a procurement process for automotive applications with stringent quality requirements that ensures quality checks are never skipped, even during supply shortages.
Read more →Changes in Supply and Demand for AI Server Components and Procurement Risks
We will analyze changes in supply and demand for GPU-related components, memory, power supplies, networking equipment, connectors, and other items from a procurement perspective.
Read more →Key Areas to Watch When Procuring Electronic Components for Data Centers
We will summarize the impact that increasing demand for power supplies, high-speed communications, memory, and cooling components has on parts procurement.
Read more →5 Strategies for Dealing with EOL and Discontinued Parts
This article explains the priorities for "Last Time Buy," safety stock, alternative designs, market inventory, and quality inspections.
Read more →Practical Measures to Take When Lead Times for Semiconductors and Electronic Components Lengthen
Here is a summary of how to distinguish between installment payments, advance procurement, alternative routes, secondary sources, and safety stock.
Read more →Procurement and Inspection Considerations for Reducing the Risk of Counterfeit Semiconductors
We will outline the concepts of supplier verification, visual inspection, X-ray inspection, XRF analysis, electrical testing, and traceability.
Read more →Information Organization Techniques for Successful Emergency Procurement of Semiconductors and Electronic Components
This guide explains how to improve search accuracy by first specifying the part number, quantity, desired delivery date, date code, and inspection criteria.
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