This week’s component supply risk intelligence highlights supply, inventory, and pricing developments across switching diodes, MLCCs, bipolar transistors, MOSFETs, protection devices, temperature sensors, programmable logic, and power-management ICs. Each section combines broader market conditions with product-level movements to support sourcing and supply-risk assessment.
1. BAV99W – Switching Diodes
Manufacturer: CBI Electronics
Keywords: Switching Diodes, EOL, Multi-Source Supply, Lifecycle
Affected Product Category: Switching Diodes
Supply Situation
A manufacturer-specific BAV99W variant has entered EOL, potentially reducing multi-source flexibility for this part number.
Product Impact
Inventory:-0.15% MoM → 3,141,049 pcs
Price:+331.64% → USD 0.0355
Risk Assessment
Nearly flat inventory provides some near-term supply buffer, but reduced multi-source flexibility and the sharp price increase raise procurement flexibility and cost risks.
View BAV99W on WIN SOURCE →
2. CL10A226MQ8NRNC – Multilayer Ceramic Capacitors (MLCCs)
Manufacturer: Samsung Electro-Mechanics
Keywords: X5R, MLCC, Q4 Pricing, Purchasing Costs
Affected Product Category: Multilayer Ceramic Capacitors (MLCCs)
Supply Situation
Samsung Electro-Mechanics has initiated fourth-quarter OEM/ODM price increases. Consumer-grade X5R MLCC increases are estimated at 25–30% on average, intended to moderate orders and free capacity for higher-end production.
Product Impact
Inventory:+0.30% MoM → 17,426,408 pcs
Price:+335.59% → USD 0.0570
Risk Assessment
Inventory increased only slightly, while this model’s price rose sharply. If the consumer-grade X5R adjustment reaches this part, fourth-quarter replenishment costs could remain under pressure despite the modest inventory improvement.
View CL10A226MQ8NRNC on WIN SOURCE →
3. BCP53-16T1G – PNP Bipolar Transistors
Manufacturer: onsemi
Keywords: PNP Transistors, 12-inch Capacity, Capacity Expansion, Supply Chain
Affected Product Category: PNP Bipolar Transistors
Supply Situation
A 12-inch bipolar-transistor production platform has entered small-batch production, with further supply-chain and capacity development planned through 2026.
Product Impact
Inventory:-13.90% MoM → 105,293 pcs
Price:+337.95% → USD 0.1037
Risk Assessment
Additional category capacity may improve medium-term supply, but the sharp inventory decline and price increase for this model keep near-term replenishment flexibility and cost risks elevated.
View BCP53-16T1G on WIN SOURCE →
4. NDS331N – N-Channel MOSFETs
Manufacturer: onsemi (Fairchild/ON Semiconductor)
Keywords: N-Channel MOSFETs, AI Servers, Mature Nodes, Pricing
Affected Product Category: N-Channel MOSFETs
Supply Situation
AI-server demand is increasing demand for MOSFETs and other power devices, while parts of mature-node capacity are tightening and foundry pricing faces upward pressure.
Product Impact
Inventory:+2.74% MoM → 1,332,170 pcs
Price:+285.14% → USD 0.0989
Risk Assessment
Higher inventory provides some sourcing flexibility, but this model’s price has risen sharply. Continued MOSFET supply-demand pressure could keep future replenishment quotes elevated.
View NDS331N on WIN SOURCE →
5. TPD1E10B06DPYR – ESD / TVS Protection Devices
Manufacturer: Tech Public
Keywords: TVS Protection, AI Servers, Lead Times, Shortage
Affected Product Category: ESD / TVS Protection Devices
Supply Situation
Rapid growth in AI-server hot-swap demand is increasing TVS usage, with some TVS specifications seeing longer lead times and shortages.
Product Impact
Inventory:+5.27% MoM → 3,916,301 pcs
Price:+250.68% → USD 0.0355
Risk Assessment
Higher inventory limits near-term availability risk, but some TVS specifications remain tight with longer lead times. The sharp price increase keeps replenishment cost and timing risks elevated.
View TPD1E10B06DPYR on WIN SOURCE →
6. TMP102AIDRLR – Digital Temperature Sensors
Manufacturer: UMW Semiconductor
Keywords: Temperature Sensors, Automotive Sensors, Demand Growth, Sensor Content
Affected Product Category: Digital Temperature Sensors
Supply Situation
The automotive sensor market is forecast to grow through 2029, with temperature sensors among the categories covered and higher sensor content per vehicle driving most of the overall growth.
Product Impact
Inventory:+20.20% MoM → 781,070 pcs
Price:+268.66% → USD 0.6658
Risk Assessment
Higher inventory strengthens the near-term supply buffer, while broader automotive-sensor demand remains on a growth path. The sharp price increase leaves procurement cost as the primary risk.
View TMP102AIDRLR on WIN SOURCE →
7. FDMS86101 – N-Channel MOSFETs
Manufacturer: onsemi
Keywords: onsemi, Power MOSFETs, October Pricing, Quotes
Affected Product Category: N-Channel MOSFETs
Supply Situation
onsemi plans broader price adjustments effective October 10, driven by higher raw-material, manufacturing and energy costs alongside stronger power, industrial and data-center demand; affected MPNs and a uniform increase have not been disclosed.
Product Impact
Inventory:+1.43% MoM → 1,355,820 pcs
Price:+288.66% → USD 0.6047
Risk Assessment
A modest inventory increase provides some flexibility, but this model’s price has already risen sharply. If the October adjustment includes this part, the next replenishment cycle could become more expensive.
View FDMS86101 on WIN SOURCE →
8. AO3401 – P-Channel MOSFETs
Manufacturer: Tech Public
Keywords: P-Channel MOSFETs, AI Servers, Mature Nodes, Pricing
Affected Product Category: P-Channel MOSFETs
Supply Situation
AI-server demand is increasing demand for MOSFETs and other power devices, while parts of mature-node capacity are tightening and foundry pricing faces upward pressure.
Product Impact
Inventory:-0.25% MoM → 812,902 pcs
Price:+239.12% → USD 0.0580
Risk Assessment
Inventory remains broadly stable, limiting near-term availability risk. However, the sharp price increase and continued MOSFET pressure could keep replenishment costs elevated.
View AO3401 on WIN SOURCE →
9. XC95288XL-10TQG144C – CPLD Programmable Logic Devices
Manufacturer: Xilinx
Keywords: XC9500XL, CPLDs, Discontinuation, Lifecycle
Affected Product Category: CPLD Programmable Logic Devices
Supply Situation
The XC9500XL family has been discontinued. XC95288XL-TQG144 is listed among the affected products with no direct replacement, and the discontinuation covers its temperature and speed grades.
Product Impact
Inventory:-0.02% MoM → 11,290 pcs
Price:+252.75% → USD 66.7471
Risk Assessment
Discontinuation with no direct replacement increases reliance on residual inventory for long-term sourcing. With inventory nearly flat and pricing sharply higher, availability and cost volatility remain elevated.
View XC95288XL-10TQG144C on WIN SOURCE →
10. SPX1117M3-L-3-3/TR – Low-Dropout Linear Regulators (LDOs)
Manufacturer: MaxLinear
Keywords: LDOs, Power Management ICs, Pricing
Affected Product Category: Low-Dropout Linear Regulators (LDOs)
Supply Situation
Selected power-management IC segments have seen price increases of about 5–15% since July, amid higher costs and recovering demand.
Product Impact
Inventory:-6.67% MoM → 1,041,367 pcs
Price:+241.59% → USD 0.0822
Risk Assessment
Lower inventory reduces sourcing flexibility, while this model’s price has risen sharply. Broader pricing pressure in power-management ICs may keep replenishment quotations elevated.
View SPX1117M3-L-3-3/TR on WIN SOURCE →
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