09/08/2026
Because Q3 pressure is concentrated rather than market-wide, critical supply risks can be easy to miss. Power management, silicon carbide, automotive, and industrial analog are carrying lead times past six months, with some parts stretching to 52 weeks or more. Much of the consumer logic market looks stable.
A bill of materials can read as normal while a handful of parts quietly become production risks. Knowing which ones, and acting before they bite, is the difference this quarter.
Read the full Q3 breakdown → https://hubs.la/Q04wWKy70