WIN SOURCE Weekly Component Supply Risk Intelligence | Sep 28, 2026

This week’s component supply risk intelligence highlights supply, inventory, and pricing developments across ESD and TVS protection devices, MOSFETs, switching diodes, logic ICs, and CAN transceivers. Each section combines broader market conditions with product-level movements to support sourcing and supply-risk assessment.

1. LXES15AAA1-153 – Electrostatic Discharge (ESD) Protection Devices
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: ESD Protection, Ultra-Low Capacitance, High-Speed Interfaces, Pricing
Affected Product Category: Electrostatic Discharge (ESD) Protection Devices
Supply Situation
Demand for external ESD protection devices is rising as high-speed data transmission and device miniaturization tighten system-level ESD requirements, increasing the need for low-capacitance solutions that preserve signal integrity.
Product Impact
Inventory:+0.14% MoM → 449,160 pcs
Price:+337.95% → USD 0.0653
Risk Assessment
Inventory is essentially flat, indicating no immediate deterioration in availability; the sharp price increase remains the main procurement concern.
View LXES15AAA1-153 on WIN SOURCE →

2. PESD5V0L1BA,115 – ESD Protection Diodes
Manufacturer: Nexperia B.V.
Keywords: ESD Protection, Supply Recovery, Capacity Expansion, Inventory
Affected Product Category: ESD Protection Diodes
Supply Situation
In Q2 2026, the manufacturer reported 18.4% sequential revenue growth while continuing supply-chain stabilization and capacity-expansion initiatives.
Product Impact
Inventory:+45.58% MoM → 549,178 pcs
Price:+262.78% → USD 0.6768
Risk Assessment
Inventory rose 45.58% MoM, improving near-term availability, while the sharp price increase keeps replenishment costs under watch.
View PESD5V0L1BA,115 on WIN SOURCE →

3. DMP2022LSS-13 – P-Channel MOSFETs
Manufacturer: Diodes Incorporated
Keywords: P-Channel MOSFET, 8-Inch Fabs, Capacity, Replenishment Cost
Affected Product Category: P-Channel MOSFETs
Supply Situation
Average utilization across 8-inch fabs at the world’s top ten foundries recovered to 88% in 2026 and is expected to reach 90% in 2H26, while foundry prices rose 5%–15% from Q1 to Q2 as mature-node capacity tightened.
Product Impact
Inventory:-16.42% MoM → 110,585 pcs
Price:+262.85% → USD 0.4203
Risk Assessment
Inventory fell 16.42% MoM, reducing the near-term buffer as 8-inch capacity tightens; higher foundry pricing may add further replenishment-cost pressure.
View DMP2022LSS-13 on WIN SOURCE →

4. AO3413 – P-Channel MOSFETs
Manufacturer: Alpha and Omega Semiconductor Limited
Keywords: P-Channel MOSFET, Power Devices, Price Adjustment, Costs
Affected Product Category: P-Channel MOSFETs
Supply Situation
A price increase for selected AOS power-semiconductor products was reported to take effect on April 1, citing higher raw-material, energy, logistics and infrastructure costs.
Product Impact
Inventory:+3.25% MoM → 462,899 pcs
Price:+317.24% → USD 0.0492
Risk Assessment
Inventory increased modestly, supporting near-term availability, but the manufacturer-level price adjustment and this model’s sharp price rise could keep replenishment costs elevated.
View AO3413 on WIN SOURCE →

5. 1N4148WSF-7 – High-Speed Switching Diodes
Manufacturer: Diodes Incorporated
Keywords: Switching Diodes, Lead Time, Price Trend, Inventory
Affected Product Category: High-Speed Switching Diodes
Supply Situation
The global small-signal diode market is expected to grow at a 4.7% CAGR from 2025 to 2031, while the China market is seeing continued advances in switching speed, miniaturization and energy efficiency.
Product Impact
Inventory:+0.86% MoM → 271,492 pcs
Price:+286.60% → USD 0.3278
Risk Assessment
Inventory remains broadly stable, limiting immediate availability risk; category growth and the sharp price move warrant continued monitoring for future replenishment pressure.
View 1N4148WSF-7 on WIN SOURCE →

6. SN74LVC2G04DCKR – Dual Inverter Logic Gates
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: Dual Inverter, Logic IC, Lead Time, Pricing
Affected Product Category: Dual Inverter Logic Gates
Supply Situation
The Standard Logic lead-time index increased 18.6% MoM in July 2026, while category availability remained high at 97.7%, indicating longer replenishment windows without broad stock depletion.
Product Impact
Inventory:-0.54% MoM → 456,509 pcs
Price:+304.47% → USD 0.1318
Risk Assessment
Inventory is nearly flat, so current availability remains manageable; longer category lead times and the sharp price increase warrant forward replenishment planning.
View SN74LVC2G04DCKR on WIN SOURCE →

7. PESD3V3S1UB – ESD Protection Diodes
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: ESD Protection, 3.3 V, Compact Package, Product Development
Affected Product Category: ESD Protection Diodes
Supply Situation
New compact 3.3 V and 5.0 V bidirectional TVS diodes were introduced in July 2026 for ESD, EFT and surge protection in space-constrained external interfaces.
Product Impact
Inventory:+2.33% MoM → 561,604 pcs
Price:+269.83% → USD 0.0257
Risk Assessment
Compact protection devices continue to enter the market. Rising inventory limits near-term supply risk for this model, while higher pricing keeps procurement costs in focus.
View PESD3V3S1UB on WIN SOURCE →

8. SMAJ12A – Transient Voltage Suppressor (TVS) Diodes
Manufacturer: CYSTECH Electronics Corp.
Keywords: TVS Diode, Manufacturer Revenue, Inventory, Pricing
Affected Product Category: Transient Voltage Suppressor (TVS) Diodes
Supply Situation
The broader avalanche-breakdown diode market, which includes TVS diodes, is being supported by wider use of surge protection and growth in telecommunications infrastructure and industrial automation.
Product Impact
Inventory:-1.90% MoM → 377,558 pcs
Price:+277.73% → USD 0.0345
Risk Assessment
Inventory edged down 1.90% MoM without a sharp deterioration in availability; the large price increase remains the clearer near-term risk signal.

9. SMF05CT1G – TVS Diode Arrays
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: TVS Array, Lead Time, Inventory, Procurement Cost
Affected Product Category: TVS Diode Arrays
Supply Situation
New automotive-grade bidirectional TVS diodes combine low capacitance with compact packaging to protect data lines and I/O ports from ESD and surge events while preserving high-speed signal integrity.
Product Impact
Inventory:+2.49% MoM → 1,996,520 pcs
Price:+239.72% → USD 0.0931
Risk Assessment
High and slightly rising inventory limits near-term availability risk, while the sharp price increase remains the primary procurement concern.
View SMF05CT1G on WIN SOURCE →

10. MCP2562FDT-E/MF – CAN Bus Transceivers
Manufacturer: Microchip Technology Inc.
Keywords: CAN Transceiver, Bookings, Inventory Decline, Lead Time
Affected Product Category: CAN Bus Transceivers
Supply Situation
In its fiscal Q1 2027 results, the manufacturer reported strong bookings, higher distribution sell-through and inventory days declining from 185 to 175.
Product Impact
Inventory:-4.53% MoM → 8,007 pcs
Price:+231.38% → USD 5.7251
Risk Assessment
With inventory down 4.53% MoM to 8,007 pcs while manufacturer bookings remain strong, the near-term buffer is relatively limited; replenishment and pricing warrant close monitoring.
View MCP2562FDT-E/MF on WIN SOURCE →