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electronica 2026 · Hall B5, Stand 578
AI and data center demand

AI is driving demand. We keep you supplied.

Memory, power, and passives are in high demand. Send your part numbers, and we check availability across 2,000+ manufacturers and suppliers.

Memory and StoragePower and AnalogPassives

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From the Q4 2026 Market Report

Where supply is tightest

Memory makers are putting new capacity into HBM, server DDR5, and enterprise SSDs. Legacy DDR4, eMMC, and commodity NAND see tighter supply as a result.

+10 to 15%Q4 2026 conventional DRAM contract price forecast
+15 to 20%Q4 2026 NAND flash contract price forecast
80%+Enterprise SSD bit demand growth forecast for 2026
Parts we source in this category
DDR5DDR4DDR3 / DDR3L (EOL)eMMCEnterprise SSD and NAND
Check your part numbersPlanning a DDR3 or DDR4 last-time buy? The report has a step-by-step guide. Get the free report

AI racks are moving toward 800 VDC power distribution. That multiplies demand for PMICs, multiphase controllers, power MOSFETs, and SiC and GaN devices.

Up to 6 monthsLead times on part of a major analog portfolio, per a July 2026 notice
800 VDCWhere AI rack power distribution is heading, up from 12 V and 48 V
4Major analog makers with 2026 price notices
Parts we source in this category
Power management ICsMultiphase controllersPower MOSFETs and power stagesSiC and GaN devicesAnalog and interface ICs
Check your part numbersThe report tracks 16 dated price rounds across power and analog. Get the free report

An AI server uses more than ten times as many MLCCs as a conventional server, and high-capacitance parts feel it first.

61 weeksFactory lead time listed for some high-capacitance MLCCs, October 2026
10xMLCCs in an AI server compared with a conventional server
+23%Price rise on a 47 µF MLCC, August to October 2026
Parts we source in this category
High-capacitance MLCCsPolymer tantalum capacitorsPolymer aluminum capacitorsPower inductors
Check your part numbersThe report's Allocation Watch shows where passives are tightest. Get the free report

Sources: TrendForce, manufacturer notices, and ASC Global market data, as published in the Q4 2026 Market Report. Data as of November 2, 2026.

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Q4 2026 Market Report: Where Supply Is Tightest

  • Lead times and price trends for six component categories
  • 16 dated price rounds and where allocation is tightest
  • 20 end-of-life notices and a DDR4 last-time-buy guide

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Hall B5, Stand 578 · Messe München · November 10 to 13, 2026. Scheduled meetings take place on our upper deck.

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