WIN SOURCE Weekly Component Supply Risk Intelligence | Oct 12, 2026

This week’s component supply risk intelligence highlights supply, inventory, and pricing developments across Schottky diodes, gate drivers, MOSFETs, power-management ICs, logic buffers, TVS diodes, and Ethernet PHYs. Each section combines broader market conditions with product-level movements to support sourcing and supply-risk assessment.

1. PMEG2010AEB,115 – Schottky Rectifier Diodes
Manufacturer: Nexperia
Keywords: Schottky Diodes, Supply Chain Recovery, Capacity Ramp-up, Inventory Decline
Affected Product Category: Schottky Rectifier Diodes
Supply Situation
Nexperia reported continued supply chain stabilization and capacity ramp-up in August. Demand strengthened across key end markets, with further capacity investment supporting customer deliveries.
Product Impact
Inventory:-6.78% MoM → 284,283 pcs
Price:+275.49% → USD 0.3938
Risk Assessment
The manufacturer’s supply recovery supports future replenishment, but lower inventory reduces the short-term purchasing buffer, while higher prices maintain cost pressure.
View PMEG2010AEB,115 on WIN SOURCE →

2. TC4424AVOA713 – Gate Driver ICs
Manufacturer: Guangdong Youtai Semiconductor Co., Ltd.
Keywords: Gate Drivers, Capacity Constraints, Longer Lead Times, Procurement Costs
Affected Product Category: Gate Driver ICs
Supply Situation
July industry reporting described capacity constraints, longer lead times for some components and rising material costs. UMW implemented price adjustments across its product portfolio during the same period.
Product Impact
Inventory:-0.01% MoM → 109,009 pcs
Price:+263.91% → USD 0.5907
Risk Assessment
Stable inventory suggests little change in short-term availability. Industry capacity constraints and manufacturer price adjustments create lead-time and cost risks for replenishment.
View TC4424AVOA713 on WIN SOURCE →

3. BSS123 – N-Channel MOSFETs
Manufacturer: onsemi
Keywords: N-Channel MOSFETs, Demand Growth, Mature Nodes, Tightening Supply
Affected Product Category: N-Channel MOSFETs
Supply Situation
AI servers are driving demand for MOSFETs and other power components. Changes in some 8-inch capacity allocations are tightening mature-node supply and creating upward pressure on foundry pricing.
Product Impact
Inventory:+0.05% MoM → 3,283,893 pcs
Price:+268.35% → USD 0.0324
Risk Assessment
Current inventory remains stable, but tighter industry supply limits replenishment flexibility. Higher prices and planned manufacturer adjustments increase procurement cost volatility.
View BSS123 on WIN SOURCE →

4. TLF35584QVVS2 – Power Management ICs (PMICs)
Manufacturer: Infineon Technologies AG
Keywords: Power Management, Demand Growth, Capacity Investment, Supply Chain Costs
Affected Product Category: Power Management ICs (PMICs)
Supply Situation
Infineon reported stronger-than-expected product demand and is accelerating capacity investment to support supply. Rising energy, material and transportation costs continue to pressure the supply chain.
Product Impact
Inventory:+11.35% MoM → 163,025 pcs
Price:+269.48% → USD 13.9607
Risk Assessment
Higher inventory improves short-term availability, while capacity investment may support future supply. Demand growth and rising supply chain costs keep procurement costs under pressure.
View TLF35584QVVS2 on WIN SOURCE →

5. MCP1416T-E/OT – Gate Driver ICs
Manufacturer: Guangdong Youtai Semiconductor Co., Ltd.
Keywords: Gate Drivers, Capacity Constraints, Longer Lead Times, Procurement Costs
Affected Product Category: Gate Driver ICs
Supply Situation
July industry reporting described capacity constraints, longer lead times for some components and rising material costs. UMW implemented price adjustments across its product portfolio during the same period.
Product Impact
Inventory:— MoM → 168,729 pcs
Price:+220.57% → USD 0.3604
Risk Assessment
Existing inventory provides some short-term purchasing buffer, but industry capacity constraints increase replenishment uncertainty. Manufacturer price adjustments keep cost pressure elevated.
View MCP1416T-E/OT on WIN SOURCE →

6. SN74LVC1G125DCKR – Logic Buffers and Drivers
Manufacturer: Guangdong Youtai Semiconductor Co., Ltd.
Keywords: Logic Buffers, Capacity Constraints, Longer Lead Times, Procurement Costs
Affected Product Category: Logic Buffers and Drivers
Supply Situation
July industry reporting described capacity constraints, longer lead times for some components and rising material costs. UMW implemented price adjustments across its product portfolio during the same period.
Product Impact
Inventory:+0.19% MoM → 2,977,588 pcs
Price:+235.23% → USD 0.0685
Risk Assessment
Slightly higher inventory supports broadly stable short-term availability. Industry lead-time pressure and manufacturer price adjustments may affect replenishment, with costs remaining the main risk.
View SN74LVC1G125DCKR on WIN SOURCE →

7. AO3407A – P-Channel MOSFETs
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: P-Channel MOSFETs, Capacity Allocation, Longer Lead Times, Procurement Costs
Affected Product Category: P-Channel MOSFETs
Supply Situation
October research coverage reported that silicon MOSFET lead times had extended from 16–18 to 32–36 weeks. Manufacturing is shifting toward 12-inch wafers, with supply risks primarily linked to capacity allocation.
Product Impact
Inventory:-0.60% MoM → 2,795,358 pcs
Price:+233.85% → USD 0.0499
Risk Assessment
Existing inventory provides some short-term purchasing buffer, but longer industry lead times and capacity allocation changes increase replenishment uncertainty. Higher prices add cost pressure.
View AO3407A on WIN SOURCE →

8. FDD4141 – P-Channel MOSFETs
Manufacturer: onsemi
Keywords: P-Channel MOSFETs, Demand Growth, Mature Nodes, Tightening Supply
Affected Product Category: P-Channel MOSFETs
Supply Situation
AI servers are driving demand for MOSFETs and other power components. Changes in some 8-inch capacity allocations are tightening mature-node supply and creating upward pressure on foundry pricing.
Product Impact
Inventory:+0.97% MoM → 389,351 pcs
Price:+241.65% → USD 0.2787
Risk Assessment
Slightly higher inventory provides a limited purchasing buffer, but tighter industry supply keeps replenishment under pressure. Planned manufacturer price adjustments add cost volatility.
View FDD4141 on WIN SOURCE →

9. SMBJ12CA – Transient Voltage Suppressor Diodes (TVS)
Manufacturer: CYSTECH ELECTRONICS CORP.
Keywords: TVS Diodes, Demand Growth, Longer Lead Times, Procurement Costs
Affected Product Category: Transient Voltage Suppressor Diodes (TVS)
Supply Situation
July reporting indicated that AI data centers, automotive and industrial applications were driving TVS demand. Supply expansion lagged demand, with longer lead times and shortages affecting some specifications.
Product Impact
Inventory:+0.10% MoM → 1,759,277 pcs
Price:+198.01% → USD 0.0500
Risk Assessment
Stable inventory provides some short-term purchasing buffer, but tighter supply for certain TVS specifications may increase replenishment uncertainty. Procurement cost pressure remains elevated.

10. BCM54616SC0KFBG – Ethernet Physical Layer Transceivers (PHYs)
Manufacturer: Broadcom Inc.
Keywords: Ethernet PHYs, Multi-gigabit Connectivity, Network Demand, New-product Sampling
Affected Product Category: Ethernet Physical Layer Transceivers (PHYs)
Supply Situation
Higher enterprise bandwidth and low-latency requirements are driving demand for multi-gigabit connectivity. In February, Broadcom began sampling an enterprise platform incorporating multi-gigabit PHYs to early-access customers and partners.
Product Impact
Inventory:-1.01% MoM → 45,940 pcs
Price:+202.05% → USD 98.4470
Risk Assessment
Against growing networking demand, lower inventory slightly reduces the short-term purchasing buffer. Higher prices add cost pressure and increase the importance of timely replenishment.
View BCM54616SC0KFBG on WIN SOURCE →