[Procurement Alert] Market Overview: Brand Hotspots, Prices Continue to Rise

1. ADI demand has increased compared to last month
ADI's demand has grown compared to last month, primarily driven by industrial-grade and AI-related applications. Spot market suppliers reported that ADI will implement price increases in February next year.

2. STM lead times are generally normalizing
This month, demand in the consumer electronics segment rose approximately 20% month-over-month, while industrial and automotive sectors have yet to recover. Overall lead times are trending toward normalization, with most products now at 12–16 weeks. However, certain automotive-grade analog ICs and high-end MEMS sensors may still have lead times exceeding 20 weeks.

3. TI’s new assembly and test facility in Malaysia officially commenced operations, accelerating inventory turnover for logic and power ICs
On November 6, Texas Instruments officially opened its second assembly and test facility (TIEM2) in Melaka, Malaysia. Spanning over 900,000 square feet, combined with the existing facility, the total area exceeds 1.4 million square feet. The potential total investment is approximately $1.2 billion, supporting TI’s strategic goal of fulfilling 90% of its internal assembly and test requirements by 2030.

4. Renesas supply conditions remain relatively tight in November
Although overall market demand hasn’t experienced explosive growth, specific bottlenecks persist in Renesas’ core segments—automotive and industrial. Current lead times for Renesas products range from 20 to 45 weeks.

5. Microchip exhibits a mix of short-term operational pressure and long-term strategic positioning
Over the past one to two months, Microchip has demonstrated both short-term operational challenges and long-term strategic initiatives. Financial performance: Q2 revenue reached $1.14 billion, reflecting solid results. However, its Q3 revenue guidance ($1.109–$1.149 billion) fell below market expectations, indicating softening demand. Market and orders: Key markets like automotive and industrial continue inventory digestion amid weak demand; however, data center and aerospace segments show strong demand. The book-to-bill ratio stood at 1.06, signaling progress in inventory normalization.

6. Onsemi released Q3 financial results showing revenue decline but still beating expectations
ON Semiconductor announced its Q3 2025 financial results, reporting revenue of $1.5509 billion—down from $1.76 billion in the same period last year but surpassing the market estimate of $1.52 billion. Gross margin was 37.9%, exceeding market expectations. Strong demand for energy-efficient power management ICs in data centers, driven by booming AI applications, offset weakness in the automotive market.

7. Infineon addresses weakening automotive demand through technological innovation
As Infineon’s largest business segment—automotive (accounting for over half of its revenue)—faces soft demand and inventory adjustments in Europe and the U.S., the company is leveraging technological innovation to capture growth in high-potential segments like AI and GaN, balancing cyclical declines in traditional core markets. In early November, Infineon signed a partnership with Shunde, a lead frame manufacturer, to jointly advance AI server power management and third-generation semiconductor technologies. Infineon is actively strengthening its leadership in AI, data centers, and wide-bandgap semiconductors to counteract demand softness in its primary automotive market and lay a solid foundation for future competitiveness.

8. NXP demand remains weak this month
NXP’s demand in November remains weak, with no significant changes in pricing or lead times. As automotive chip inventories are gradually depleted, the oversupply situation is expected to end by year-end, with factory inventory levels returning to reasonable ranges. NXP is poised for renewed growth in Q1 2026. NXP ranks second only to Infineon in automotive chips, maintaining strong competitiveness especially in high-voltage battery management systems and smart cockpit solutions.

9. Xilinx continues to face constrained conditions, particularly severe for high-end, automotive, and defense FPGAs
The FPGA market segment occupied by Xilinx is under significant supply chain pressure. For example, lead times for certain Xilinx FPGAs have extended to 40–52 weeks or longer, especially for automotive-grade products. While FPGAs (including Xilinx/AMD product lines) remain critical in industrial and IoT applications, high-end FPGA demand faces increasingly severe supply shortages and supply chain complexity.

10. Passive components: Rising NEV penetration drives demand for high-voltage, high-reliability products
The growing penetration of new energy vehicles (NEVs) is accelerating charging infrastructure development, significantly boosting demand for MLCCs, aluminum electrolytic capacitors, and power inductors—particularly high-voltage, high-reliability variants. Renewable energy and energy storage markets are also increasing demand for film capacitors and supercapacitors, driving the development of high-temperature-resistant, long-lifespan electronic components.
Demand surges for high-frequency, low-loss MLCCs and polymer tantalum capacitors from AI, power management, and data center applications. Rising domestic substitution trends are accelerating semiconductor upgrades.
Prices for general-purpose components remain stable, while high-voltage and high-capacitance MLCCs, tantalum capacitors, and POLYMER-AI components see rising demand and prices.

The market exhibits a bifurcated pattern of "booming emerging sectors and bottoming-out traditional sectors," requiring differentiated procurement strategies: prioritize securing inventory for categories with confirmed price hikes like ADI; establish multi-channel supply networks for brands with volatile lead times such as STM and Renesas; and monitor cost optimization opportunities arising from capacity expansions by TI and Infineon. As a third-party electronic components e-commerce platform, ICkey has integrated global high-quality supplier resources and offers enterprises one-stop services including real-time stock checks, inventory locking, and supply chain solutions to help navigate market dynamics precisely.

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