오늘 무엇이 바뀌었고, BOM에 왜 중요한지, 무엇을 주시해야 하는지. 모든 사실적 주장은 출처로 추적할 수 있으며, 당사 자체 분석은 라벨이 붙어 별도로 유지됩니다.
EN · 단일 언어 편집 정책
ST's August 23, 2026 price increase overlaps with longer STM32 lead times, exposing buyers to simultaneous BOM-cost and schedule risk.
ASML says planned 2027-2028 supply will not fully meet customer demand and it is studying extra capacity for 2028 and beyond, with some customers seeking 2029-2030 slots.
Power management IC, driver IC and MCU suppliers reportedly plan a second round of price increases from late 2026 to early 2027 as foundry costs climb.
Western Digital has no spare hard-drive capacity for the rest of calendar 2026, with agreements to 2028. Here is what that means for storage sourcing.
Infineon TC397 and NXP S32K3 lead times now exceed 26 weeks, while newly ISO/TS 16949:2016-certified Chinese RV suppliers gain European OEM whitelist access. What buyers should do next.
Morgan Stanley revised US data center power demand to 97 GW for 2026-2028, leaving a 33 GW net shortfall. Delays could postpone memory, optical and power component orders.
Embedded reports that TOPS is losing ground to inference-per-joule as the key edge AI metric, with CIM memory, TinyML software, and solid-state cooling as fixes.
SK hynix showed a second-gen 256GB CMM-DDR5, the MARS memory-centric rack, and CMM-Ax at OCP Global Summit 2026, with live KV-cache demos alongside AMD, Marvell and NVIDIA.
Demand for 800G and 1.6T optical transceivers runs roughly 30% ahead of qualified supply as InP wafer and 200G/lane EML capacity lags hyperscale AI buildouts.
Fortior plans to acquire Eindhoven sensor designer Sciosense for up to $118 million, shifting ownership of environmental, flow and pressure sensor IP to a motor-control chipmaker.
onsemi broadens its 2026 pricing action from a limited April adjustment to a broad-range October 10 change, with no portfolio percentage disclosed and backlog repricing left unspecified.
Murata is EOLing selected MLCC part numbers in nine series, with a last-order deadline of March 31, 2028. Procurement teams need a replacement plan now.
