Market Report | Quarterly Industry Updates

MARKET REPORT Q4 2025

ASC Global brings you the latest semiconductor industry findings with our Market Report, helping to provide valuable guidance for maneuvering market intervals. We excel in supply chain strategies that effectively address market volatility.

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LEAD TIMES

We cover the current lead times and pricing trends for Analog, Power, Passive, Memory, Logic & Digital, and Electromechanical components.

Factory Lines					Open Market
Products	Manufacturer	LT	Prognosis	Pricing	Availability	Pricing
Sensors	Melexis	12-60
Sensors	TE Connectivity	16-52
IGBT’s	Infineon	10-42
IGBT’s	Vishay	14-20
Capacitors	EATON	20-30
Capacitors	Vishay	12-14
Memory Modules	Kingston	6-12
Memory Modules	ADATA	6-8
8 Bit MCU	Renesas	14-18
8 Bit MCU	NXP	13-39
Relays	American Zettler	16-30
Relays	TE Connectivity	12-14

Factory Lines					Open Market
Products	Manufacturer	LT	Prognosis	Pricing	Availability	Pricing
Sensors	Melexis	12-60
Sensors	TE Connectivity	16-52
IGBT’s	Infineon	10-42
IGBT’s	Vishay	14-20
Capacitors	EATON	20-30
Capacitors	Vishay	12-14
Memory Modules	Kingston	6-12
Memory Modules	ADATA	6-8
8 Bit MCU	Renesas	14-18
8 Bit MCU	NXP	13-39
Relays	American Zettler	16-30
Relays	TE Connectivity	12-14

Download Extensive Product List

END-OF-LIFE REPORTS

We highlight the EOL components from major brands, helping companies manage obsolescence and plan for replacements.

Manufacturer	Part	EOL	Replacement
Analog Devices	ADP2443	Feb 2026	ADI alternative FETs as suggested in PDN
Infineon	SGW25N120	Sep 2025	IGW25N120H3
Siemens	S7-300 System	Oct 2025	SIMATIC S7-1500
Allen-Bradley	RSLogix 5	Dec 2025	Studio 5000
Omron	G8N-1 DC12 Relay	Sep 2025	G8NB family replacements
Renesas	ISL95837HRZ	Jul 2025	Renesas VR family

Manufacturer	Part	EOL	Replacement
Analog Devices	ADP2443	Feb 2026	ADI alternative FETs as suggested in PDN
Infineon	SGW25N120	Sep 2025	IGW25N120H3
Siemens	S7-300 System	Oct 2025	SIMATIC S7-1500
Allen-Bradley	RSLogix 5	Dec 2025	Studio 5000
Omron	G8N-1 DC12 Relay	Sep 2025	G8NB family replacements
Renesas	ISL95837HRZ	Jul 2025	Renesas VR family

Access Full EOL List

TEST & FAILURE RATES

In Q1 2025, 79.3% of tested components met quality standards, while 12.5% required further evaluation, and 8.2% were deemed unacceptable.
While most components passed, nearly 1 in 5 required further inspection or were rejected, highlighting ongoing supply chain risks.

By Device Type

A graph displaying the most tested components by device, offering a comprehensive overview of semiconductor devices and integrated circuits. The graph highlights key manufacturers, showing trends and demand shifts in the electronic components landscape. It includes analysis of leading brands, their market share, and how their strategies shape the current and future state of the industry.

Top 10 Component Types by Failure Rate

1. Rectifiers
2. Discrete Semiconductor Products
3. Passive-Resistor
4. Digital Signal Processing (DSP)
5. Converter

6. Inductor
7. DC Converters
8. Processor
9. FPGA
10. CPLD

This ranking is determined by the proportion of failed results compared to the total units tested in each category. While some failures stem from aging or mishandling, others could indicate more serious quality issues or potential counterfeit threats

Manufacturer Test & Failure Rates

EARNINGS RECAP

This report summarizes the latest earnings results from the biggest brands in electronic components, highlighting key trends and financial insights.

AUTOMOTIVE

Magna International

Revenue: $10.06 billion (–8.2% YoY)
Net income: $146 million
Adjusted EPS: $0.78 (–28% YoY)

Bosch Group

Revenue: $535.9 million (+6.2% YoY)
Net profit: $79.8 million (+8.6% YoY)
Net profit margin: $54.9 million (–11.6% YoY)

TE Connectivity

Revenue: $4.53 billion (+14% YoY)
Adjusted EPS: $2.27
Adjusted EBIT margin: ~25%

All Industry Earnings

PRODUCT UPDATES

Integrated Circuits

Texas Instruments, ADI, and NXP prioritize analog/power ICs and fab upgrades, securing automotive windows; lead-time pressure persists, with logic/programmable ICs easier to source than memory and passive lines.

Maxim Integrated launches extended automotive-qualified ICs, TI extends industrial portfolios, and ADI offers long-term allocation agreements for OEMs to secure critical IC supply.

FPGA

AMD/Xilinx and Intel segment supply: commodity families stable, but UltraScale+ and automotive-grade face long allocations; OEMs encouraged toward early commitments and partner boards to secure FPGA capacity.

Lattice Semiconductor provides low-power automotive FPGAs, AMD and Xilinx prioritize hyperscaler/telecom allocations, creating a two-tier supply between commodity and high-end SKUs.

Passives

Murata, TDK, and Yageo expand high-value dielectric and MLCC production, prioritizing automotive/industrial allocations; Murata begins new 0402 47µF MLCC runs, reinforcing constrained specialty product availability.

KEMET adds automotive capacitor production, Murata and TDK reinforce wafer capacity, while OEMs adopt multi-vendor sourcing and blanket purchase strategies to manage lead-time risks.

More Product Updates

MANUFACTURER UPDATES

SK Hynix

SK hynix has completed development of HBM4 preparing for mass production of this next-generation memory product aimed at ultra-high-performance AI applications.

Samsung

Samsung has reduced the price of its 2nm wafers to $20,000, undercutting TSMC’s $30,000 price by 33%, to ensure utilization of its 2nm production capacity amid heightened.

Micron

Micron has projected higher-than-expected revenue for Q1 2026, driven by growing demand for its high-bandwidth memory (HBM) products amid the global AI boom.

Intel

Intel has approached TSMC to explore potential investments or partnerships, aiming to secure external investments amid ongoing challenges in the competitive chip industry.

More Manufacturer Updates

Customer Challenges – ASC Solutions

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

MRO & Industrial Automation Customer

PRODUCT MANUFACTURING

Client faced a critical shortage of LED components, impacting PCB production and assembly of their products. Urgent need for timely LED part supply to maintain production.

SOLUTION

Annual agreements for consistent delivery of up to 45 parts monthly.
Two-week lead time with flexibility for expedited four-day delivery for urgent needs.
Over 130 orders with a total value exceeding $800,000.
Benefits: production continuity, cost savings, supply chain resilience, and expanded market share.

Automotive Customer

EV BATTERY MANAGEMENT SYSTEM

An electric vehicle startup struggled with a 12-week lead time for critical BMS ICs, risking $20M in delayed launches and missing 35% of projected quarterly sales.

SOLUTION

We sourced alternative BMS ICs with 5-week lead times, cutting wait time by 58%.
Provided cross-referencing for 150+ IC part numbers.
Negotiated volume discounts, saving up to $300K annually.
Set up consignment stock to maintain 95% production uptime.
Rapid sampling and approval within 7 days for engineering validation.

Medical Customer

DIAGNOSTIC DEVICE PRODUCTION

A medical device manufacturer faced halted production of portable diagnostic units due to shortages and inconsistent quality in vital analog ICs, risking FDA delays and $125M in lost sales.

SOLUTION

ASC sourced high-reliability analog ICs with 99.5% quality assurance.
Cross-referenced 250+ obsolete and backordered components for rapid substitution.
Manufactured custom analog modules, reducing redesign costs by $1.5M.
Established rolling inventory plans to prevent future supply interruptions.

Aviation Customer

AVIONICS SYSTEM CERTIFICATION

An aircraft manufacturer faced FAA certification delays after key avionics components were discontinued, creating compliance gaps and risking $720M in delivery penalties and customer contract losses.

SOLUTION

We provided pre-screened, flight-grade components with documented certification history.
Engineered drop-in replacement kits to meet legacy interface requirements.
Conducted environmental and functional testing to ensure compliance readiness.
Developed lifecycle management plans for critical avionics components.

Aerospace & Defense Customer

GROUND VEHICLE CONTROL SYSTEM DISRUPTION

A military OEM faced critical supply gaps for ruggedized processors in armored vehicle control units, risking $110M in penalties and a 28% drop in deployment readiness.

SOLUTION

We sourced military-grade processors rated for -55°C to +125°C operation.
Cross-referenced 350+ legacy and EOL components for drop-in replacements.
Manufactured customized modules, saving $1.5M in system redesign expenses.
Established multi-source strategies to ensure 99% supply chain resilience.
Accelerated component screening and delivery within 7 business days.

Communications Customer

5G NETWORK ROLLOUT DELAY

A telecom provider faced major setbacks in its 5G infrastructure deployment due to supply gaps and underperforming RF components, threatening service targets and $150M in revenue.

SOLUTION

We cross-referenced 200+ at-risk components to identify drop-in upgrades.
Sourced high-frequency RF components with verified 5G compatibility.
Established rolling forecasts and bonded inventory for uninterrupted supply.

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

MRO & Industrial Automation Customer

PRODUCT MANUFACTURING

Client faced a critical shortage of LED components, impacting PCB production and assembly of their products. Urgent need for timely LED part supply to maintain production.

SOLUTION

Annual agreements for consistent delivery of up to 45 parts monthly.
Two-week lead time with flexibility for expedited four-day delivery for urgent needs.
Over 130 orders with a total value exceeding $800,000.
Benefits: production continuity, cost savings, supply chain resilience, and expanded market share.

Automotive Customer

EV BATTERY MANAGEMENT SYSTEM

An electric vehicle startup struggled with a 12-week lead time for critical BMS ICs, risking $20M in delayed launches and missing 35% of projected quarterly sales.

SOLUTION

We sourced alternative BMS ICs with 5-week lead times, cutting wait time by 58%.
Provided cross-referencing for 150+ IC part numbers.
Negotiated volume discounts, saving up to $300K annually.
Set up consignment stock to maintain 95% production uptime.
Rapid sampling and approval within 7 days for engineering validation.

Medical Customer

DIAGNOSTIC DEVICE PRODUCTION

A medical device manufacturer faced halted production of portable diagnostic units due to shortages and inconsistent quality in vital analog ICs, risking FDA delays and $125M in lost sales.

SOLUTION

ASC sourced high-reliability analog ICs with 99.5% quality assurance.
Cross-referenced 250+ obsolete and backordered components for rapid substitution.
Manufactured custom analog modules, reducing redesign costs by $1.5M.
Established rolling inventory plans to prevent future supply interruptions.

Aviation Customer

AVIONICS SYSTEM CERTIFICATION

An aircraft manufacturer faced FAA certification delays after key avionics components were discontinued, creating compliance gaps and risking $720M in delivery penalties and customer contract losses.

SOLUTION

We provided pre-screened, flight-grade components with documented certification history.
Engineered drop-in replacement kits to meet legacy interface requirements.
Conducted environmental and functional testing to ensure compliance readiness.
Developed lifecycle management plans for critical avionics components.

Aerospace & Defense Customer

GROUND VEHICLE CONTROL SYSTEM DISRUPTION

A military OEM faced critical supply gaps for ruggedized processors in armored vehicle control units, risking $110M in penalties and a 28% drop in deployment readiness.

SOLUTION

We sourced military-grade processors rated for -55°C to +125°C operation.
Cross-referenced 350+ legacy and EOL components for drop-in replacements.
Manufactured customized modules, saving $1.5M in system redesign expenses.
Established multi-source strategies to ensure 99% supply chain resilience.
Accelerated component screening and delivery within 7 business days.

Communications Customer

5G NETWORK ROLLOUT DELAY

A telecom provider faced major setbacks in its 5G infrastructure deployment due to supply gaps and underperforming RF components, threatening service targets and $150M in revenue.

SOLUTION

We cross-referenced 200+ at-risk components to identify drop-in upgrades.
Sourced high-frequency RF components with verified 5G compatibility.
Established rolling forecasts and bonded inventory for uninterrupted supply.

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

Banner for ASC Global's Market Report featuring global financial charts, semiconductor icons, and a world map background symbolizing international market trends and analysis

For more news and industry insights dive into our Component Compass

Check out our Component Compass

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LEAD TIMES

Factory Lines

Open Market

Factory Lines

Open Market

END-OF-LIFE REPORTS

TEST & FAILURE RATES

By Device Type

Top 10 Component Types by Failure Rate

EARNINGS RECAP

AUTOMOTIVE

PRODUCT UPDATES

Integrated Circuits

FPGA

Passives

MANUFACTURER UPDATES

SK Hynix

Samsung

Micron

Intel

For more news and industry insights dive into our Component Compass

COMPANY

RESOURCES

LOCATIONS

Mexico

Europe

China

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LEAD TIMES

Factory Lines

Open Market

Factory Lines

Open Market

END-OF-LIFE REPORTS

TEST & FAILURE RATES

By Device Type

Top 10 Component Types by Failure Rate

EARNINGS RECAP

AUTOMOTIVE

PRODUCT UPDATES

Integrated Circuits

FPGA

Passives

MANUFACTURER UPDATES

SK Hynix

Samsung

Micron

Intel

For more news and industry insights dive into our Component Compass

COMPANY

RESOURCES

LOCATIONS

Mexico

Europe

China

Searching millions of parts