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ASC Global Component Compass banner featuring a Qualcomm chip and red upward arrow symbolizing rising chip prices. The report covers Qualcomm’s double-digit chip price increases amid supply pressures, TSMC building nearly 20 fabs as AI demand outpaces capacity, China pausing new battery storage factory approvals amid oversupply, SK hynix advancing 1c DRAM for next-generation HBM4E, Kioxia advancing CXL memory as AI workloads strain DRAM capacity, and Nexperia and Aurobay targeting GaN and SiC powertrain innovation.

Qualcomm Chip Price Increases Supply Pressures

Qualcomm price increases and TSMC fab expansion to AI memory, battery storage, and GaN/SiC power innovations.

Texas Instruments supply is strained by strong AI infrastructure demand, hyperscaler and server orders, and recovering industrial and automotive demand.

AI Component Shortages: MLCCs, Capacitors, and Texas Instruments Power ICs

AI infrastructure demand is driving shortages and 26-week lead times for MLCCs, advanced capacitors, and Texas Instruments power ICs.

A semiconductor chip is held behind a barrier of intersecting red laser beams, symbolizing increasing supply chain restrictions and tighter allocation policies across the semiconductor industry. The image represents limited component availability, reduced pricing flexibility, constrained pull-in opportunities, and manufacturers prioritizing supply for AI infrastructure, automotive OEMs, hyperscale cloud providers, and strategic Tier-1 customers.

Semiconductor Market Update Procurement Strategy 2026

Navigate the 2026 semiconductor market as AI demand drives supply constraints, pricing pressure, and sourcing challenges for procurement team

Featured image of ASC Global's booth at FMS 2026 in Santa Clara, showcasing the company's industrial memory solutions, hard-to-find memory sourcing services, and industrial-grade MicroSD manufacturing capabilities.

FMS 2026 Future of Memory and Storage

Discover ASC Global’s participation at FMS 2026 and learn how our expanded manufacturing capabilities are strengthening industrial memory.

Banner reading “DRAM Memory Crisis” with a red “Shortage” stamp over illustrated memory modules, ASC Global logo, and a blue tech background highlighting industry-wide DRAM supply constraints.

DRAM Crisis

AI-driven memory shortages are pushing DRAM prices higher, disrupting supply chains and increasing costs across the electronics industry.

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A promotional banner for a story about the Nexperia and Wingtech ownership dispute, featuring an image of a Nexperia corporate building topped by superimposed Dutch and Chinese flags.

Nexperia Crisis

The ongoing dispute between the Dutch government and Wingtech Technology over the control of Nexperia is affecting the global supply chain.

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ASC Global team gathered for a group photo after a successful showing at Electronica 2024, celebrating innovation and impactful industry engagement

Electronica 2024

Explore ASC Global at electronica 2024: innovative solutions, sustainability, AI advancements, and supply chain services shaping the future of electronics.

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Component Compass Updates

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