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
Power Integrations and Ideal Power combine 1700 V InnoMux-2 ICs with B-TRAN bidirectional switches into a self-powered solid-state circuit breaker for 800 VDC AI data center racks.
Reported packaging and testing price increases of 10–30%, ASE capex jumping 60% to $8.5 billion, and Sigurd, KYEC and SPIL running near full utilization reshape sourcing for AI ASICs, HBM and CoWoS lines.
S&P lifts Kioxia to BBB on surging NAND prices and AI-driven data center demand. Buyers and design engineers should watch LTAs, capex, and Chinese supply.
Producer prices for switchgear and cable are up sharply and engineered-equipment lead times now stretch past 100 weeks. XAIPART breaks down the cost stack and sourcing options.
Mainland China Q3 tool purchases hit $13.8bn; domestic share climbs as etch, CMP and deposition lead times from AMEC, Piotech undercut overseas suppliers.
Gore combines its membrane with Vernay valve tech into MultiVent, rated at 1,200 L/h airflow and 50 L/s thermal-runaway evacuation from a single pack wall cutout.
STMicroelectronics detailed the STM32C5, a 144 MHz Cortex-M33 MCU with 1 MB flash and sub-80 µA/MHz dynamic draw, aiming at cost-sensitive low-power designs.
ST opens its STM32Cube Innovation Challenge for the STM32C5, with €5,000 in prizes and a new HAL2/CubeMX2 toolchain that introduces breaking changes requiring code migration.
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.
