WIN SOURCE Weekly Component Supply Risk Intelligence | Sep 21, 2026

This week’s component supply risk intelligence highlights supply, inventory, and pricing developments across power semiconductors, protection devices, power-management and interface ICs, and small-signal diodes. Each section combines broader market conditions with product-level movements to support sourcing and supply-risk assessment.

1. SI7461DP-T1-E3 – P-Channel MOSFETs
Manufacturer: Vishay Intertechnology, Inc.
Keywords: P-Channel MOSFET, Vishay, Demand, Supply
Affected Product Category: P-Channel MOSFETs
Supply Situation
The semiconductor book-to-bill ratio reached 1.23 in Q2 2026, while backlog at quarter end stood at 6.1 months and demand strengthened across end markets, channels and regions.
Product Impact
Inventory:-11.13% MoM → 52,106 pcs
Price:+276.92% → USD 2.4284
Risk Assessment
Falling inventory, together with stronger demand across Vishay’s end markets, could keep replenishment pressure elevated; the sharp price increase adds further procurement risk.
View SI7461DP-T1-E3 on WIN SOURCE →

2. AO4407A – P-Channel MOSFETs
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: P-Channel MOSFET, 8-inch Fab, Power Discrete, Pricing
Affected Product Category: P-Channel MOSFETs
Supply Situation
Average utilization across 8-inch fabs at the world’s top ten foundries is expected to reach 90% in 2H26, while 8-inch foundry prices rose 5%–15% from Q1 to Q2 as mature-node capacity tightened.
Product Impact
Inventory:-1.98% MoM → 522,241 pcs
Price:+283.92% → USD 0.1456
Risk Assessment
Inventory is broadly stable, but tighter 8-inch capacity and higher foundry prices could reduce sourcing flexibility and keep replenishment costs elevated.
View AO4407A on WIN SOURCE →

3. PESD24VL1BA – Electrostatic Discharge Protection Diodes
Manufacturer: Taizhou Electronics Co., Ltd.
Keywords: ESD Protection, Surge Protection, AI Infrastructure, High-Speed Interfaces
Affected Product Category: Electrostatic Discharge Protection Diodes
Supply Situation
Ultra-low-capacitance ESD and surge-protection devices are being used to protect high-speed DDR and PCIe interfaces in AI, cloud and server platforms.
Product Impact
Inventory:+0.09% MoM → 1,485,162 pcs
Price:+294.07% → USD 0.0715
Risk Assessment
Inventory is essentially flat at a high absolute level, limiting near-term availability risk; the sharp price move remains the clearer issue to monitor.
View PESD24VL1BA on WIN SOURCE →

4. BZX84C5V1 – Zener Diodes
Manufacturer: Shenzhen Socay Electronics Co., Ltd.
Keywords: Zener Diode, Voltage Regulation, Market Demand, Electronics
Affected Product Category: Zener Diodes
Supply Situation
The global Zener diode market is expected to grow from USD 0.88 billion in 2025 to USD 0.92 billion in 2026, supported by demand for stable voltage regulation.
Product Impact
Inventory:377,383 pcs (MoM change: –)
Price:+268.05% → USD 0.0509
Risk Assessment
With no MoM inventory trend available, the sharp price increase is the clearest near-term risk signal despite current stock availability.

5. TPS16630RGER – Hot-Swap and Electronic Fuse Controllers
Manufacturer: Texas Instruments
Keywords: eFuse, Power Management, TI, Industrial Protection, Pricing
Affected Product Category: Hot-Swap and Electronic Fuse Controllers
Supply Situation
A price adjustment was reported to take effect on July 1, with prices for selected power-management ICs, MOSFETs and industrial control chips estimated to increase by around 5%–15%.
Product Impact
Inventory:+20.10% MoM → 43,985 pcs
Price:+268.27% → USD 8.4208
Risk Assessment
Inventory rose 20.10% MoM, improving near-term availability, but reported TI price increases could raise subsequent replenishment costs.
View TPS16630RGER on WIN SOURCE →

6. ISOW1432DFMR – Isolated RS-485 and RS-422 Transceivers
Manufacturer: Texas Instruments
Keywords: Digital Isolation, Isolated RS-485, TI, Pricing
Affected Product Category: Isolated RS-485 and RS-422 Transceivers
Supply Situation
A further price adjustment was reported to take effect on July 1, following an earlier increase covering select analog and embedded products, including digital isolators and power-management ICs.
Product Impact
Inventory:+21.95% MoM → 1,977 pcs
Price:+277.31% → USD 60.6179
Risk Assessment
Inventory rose 21.95% MoM but remains low at 1,977 pcs, leaving sourcing sensitive to further pricing or availability changes.
View ISOW1432DFMR on WIN SOURCE →

7. CM1293A-04SO – Transient Voltage Suppressor Diode Arrays
Manufacturer: Guangdong Youtai Semiconductor Co., Ltd.
Keywords: ESD Protection Array, Low Capacitance, High-Speed Interfaces, Circuit Protection
Affected Product Category: Transient Voltage Suppressor Diode Arrays
Supply Situation
Higher data rates and continued device miniaturization are making system-level ESD requirements more stringent, driving demand for external ESD protection devices.
Product Impact
Inventory:+1.05% MoM → 368,850 pcs
Price:+255.39% → USD 0.0403
Risk Assessment
Inventory remains broadly stable, while continued growth in external ESD demand could increase future replenishment pressure and sustain pricing risk.
View CM1293A-04SO on WIN SOURCE →

8. SMBJ5.0CA – Transient Voltage Suppressor Diodes
Manufacturer: CYSTECH Electronics Corp.
Keywords: TVS Diode, 5V, Bidirectional Protection, Surge Protection
Affected Product Category: Transient Voltage Suppressor Diodes
Supply Situation
New 3.3 V and 5.0 V bidirectional TVS diodes were introduced for ESD, EFT and surge protection in space-constrained external interfaces.
Product Impact
Inventory:+10.54% MoM → 745,362 pcs
Price:+275.97% → USD 0.0790
Risk Assessment
Inventory increased 10.54% MoM, reducing immediate availability risk; pricing is the more prominent near-term concern.

9. BAT54A – Schottky Barrier Diodes
Manufacturer: Nantong Kangbi Electronics Co., Ltd.
Keywords: Small-Signal Schottky Diode, Fast Switching, Low Forward Voltage, Miniaturization
Affected Product Category: Schottky Barrier Diodes
Supply Situation
Canada’s small-signal diode market is forecast to expand, supported by miniaturization and energy-efficiency requirements, while suppliers are developing faster-switching devices with lower forward voltage.
Product Impact
Inventory:+0.12% MoM → 3,716,855 pcs
Price:+260.43% → USD 0.0150
Risk Assessment
Inventory remains high and essentially flat, limiting near-term shortage risk despite positive category demand signals; pricing remains the more immediate concern.

10. BAS321 – High-Speed Switching Diodes
Manufacturer: China Base Electronic Technology Limited
Keywords: Small-Signal Switching Diode, High-Speed Switching, Market Growth, Signal Control
Affected Product Category: High-Speed Switching Diodes
Supply Situation
The global small-signal diode market is projected to grow from USD 4.55 billion in 2025 to USD 4.81 billion in 2026, with rising demand for high-speed small-signal switching diodes identified as a key market trend.
Product Impact
Inventory:2,824,141 pcs (MoM change: –)
Price:+263.14% → USD 0.0288
Risk Assessment
High inventory limits immediate availability risk, but rising demand for high-speed switching diodes could increase future replenishment pressure.
View BAS321 on WIN SOURCE →