News and arrivals.
Stock arrivals in our Hong Kong warehouse, market notes for EMS buyers, and news from Pro-An. Posts appear here after they go out on LinkedIn.
Arrival posts are a historical record of what came into the warehouse on the post date. They are not a live stock list.
Kitron Q3 2026 outlook: check your BOM part by part
Kitron's Q3 2026 report describes continued supply-chain pressure; management expects constraints into 2027. One EMS company's outlook, not a shortage, price or delivery statement for any part.
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TI power, MCU, RF and I/O expander parts — arrival post, 27 Oct 2026
Six Texas Instruments power, MCU, RF and I/O expander part numbers listed in our warehouse arrival post of 27 Oct 2026. Historical arrival record, not a live stock list.
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ST MCU and regulator parts — arrival post, 26 Oct 2026
Four STMicroelectronics part numbers listed in our warehouse arrival post of 26 Oct 2026. Historical arrival record, not a live stock list.
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Power devices: MSemitek as an authorized second source
MSemitek silicon and SiC power devices — LV/MV MOSFET, super-junction, SiC MOSFET and diodes, IGBT — matched on datasheet parameters as a second source for EMS builds.
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Infineon MOSFET and gate-driver parts — arrival post, 22 Oct 2026
Four Infineon MOSFET and gate-driver part numbers listed in our warehouse arrival post of 22 Oct 2026. Historical arrival record, not a live stock list.
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TSMC Q3 2026 wafer revenue mix
2nm 8%, 3nm 33%, 5nm 28%, 7nm 10%: together 79% of TSMC's Q3 2026 wafer revenue. Revenue share is not wafer volume, part availability or delivery dates.
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Diodes power and MOSFET parts — arrival post, 20 Oct 2026
Four Diodes Incorporated power-management and MOSFET part numbers listed in our warehouse arrival post of 20 Oct 2026. Historical arrival record, not a live stock list.
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Panasonic PhotoMOS / SSR — arrival post, 15 Oct 2026
Panasonic PhotoMOS solid-state relay AQY216EHAX listed in our warehouse arrival post of 15 Oct 2026. Historical arrival record, not a live stock list.
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Memory prices: read the spot signals carefully
TrendForce's 7 October update: DDR4 1Gx8 3200MT/s spot unchanged week on week; 512Gb TLC wafer down 2.90%. What these indicators do and do not tell a buyer.
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TI interface, LDO and supervisor parts — arrival post, 13 Oct 2026
Six Texas Instruments interface, LDO, regulator and supervisor part numbers listed in our warehouse arrival post of 13 Oct 2026. Historical arrival record, not a live stock list.
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Nexperia logic and discrete parts — arrival post, 12 Oct 2026
Five Nexperia logic and discrete part numbers listed in our warehouse arrival post of 12 Oct 2026. Historical arrival record, not a live stock list.
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Semiconductor lead-time pressure: reading the 77% correctly
ECIA's September 2026 Industry Pulse: 77% of respondents reported rising lead-time pressure, up 5 percentage points from 72% in August — a share of respondents, not a 77% longer lead time.
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Toshiba optocouplers and drivers — arrival post, 8 Oct 2026
Three Toshiba optocoupler and driver part numbers listed in our warehouse arrival post of 8 Oct 2026. Historical arrival record, not a live stock list.
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TI analog and interface parts — arrival post, 7 Oct 2026
Six Texas Instruments analog, interface and regulator part numbers listed in our warehouse arrival post of 7 Oct 2026. Historical arrival record, not a live stock list.
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MOSFET lead times: MSemitek as a second source
Future Electronics' 22 September market update reports continued MOSFET lead-time pressure and allocation. MSemitek power MOSFETs as a second option, with samples for evaluation.
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