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Oct 29 2026
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Rising Chip Prices Can Hide a Decline in Inventory Coverage

By Nathan Menefee

Rising semiconductor prices can make an inventory position look healthier than the quantities behind it. In its October 2026 industry briefing, TechInsights reported that its August Memory Die Bank update showed inventory holding steady in…

Oct 28 2026
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Managing Semiconductor Obsolescence in Aerospace and Defense

By Nathan Menefee

Semiconductor obsolescence is forcing aerospace and defense programs to make decisions that extend well beyond replacing unavailable parts. A January 2026 NXP discontinuation notice illustrates the problem: selected legacy devices are being withdrawn because aging…

Oct 15 2026
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Semiconductor Decoupling Is Getting Complicated

By Michael Stratton

The effort to separate semiconductor supply chains between China and the United States is proving more complicated than simply moving factories from one country to another. Today’s developments around SK hynix illustrate why. SK hynix…

Oct 13 2026
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North American EMS Orders Are Outpacing Shipments

By Michael Stratton

North American electronics manufacturing is showing strong demand, but manufacturers are not converting that demand into shipments at the same pace. The latest industry data shows EMS bookings increased 53.5% year over year in August,…

Oct 08 2026
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Murata’s MLCC Discontinuations Put Lifecycle Planning Under Pressure

By Michael Stratton

Murata is discontinuing selected MLCC part numbers across nine product series, creating a significant lifecycle planning issue for manufacturers that depend on those exact components. The affected products span general purpose, automotive, and other applications.…

Oct 07 2026
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Polysilicon Import Rules Complicate Pre-Tariff Inventory Planning

By Michael Stratton

The traditional strategy of increasing imports before a tariff takes effect has become more complicated for companies purchasing polysilicon and covered derivatives in the United States. A new Commerce Department rule, effective September 22 through…

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