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This Week in Components
Updated weekly by the Omega GTI sourcing desk · Week of September 19, 2026
Analysis & Alerts
Data Center Power Demand Capacity Estimated at 161 GW in 2026, With the Grid Gap Widening From 2028
TrendForce estimates global data center power demand capacity at 161 GW in 2026, up about 31% from 122.9 GW in 2025, with AI servers an estimated 33.4% of it. By 2030 it puts demand capacity at 490.7 GW against 222.6 GW of grid capacity available to data centers, on its assumption that all other demand is met first.
Read More arrow_forwardUS Diesel Hit a Record $6.285 a Gallon: Your Surcharges Step Up Next Week
EIA put US on-highway diesel at $6.285 a gallon for the week of September 14, the highest in a series that starts in 1994 and up 68% year over year. FedEx raises all three surcharge tiers for September 21-27, and CMA CGM's emergency fuel surcharge starts October 1.
Read Alert arrow_forwardMicron's Taichung Mediation Described as Constructive, With the Next Session on October 22
Micron's Taichung union mediation on September 18 was described as constructive, with a second session agreed for October 22. A separate Taoyuan union session remained scheduled for September 21. SK hynix's union approved its revised deal on September 16.
Read More arrow_forwardMurata Reported To Be Ending Selected MLCC Part Numbers Across Nine Prefixes, Including GRM
Trade coverage reports Murata will discontinue selected part numbers across nine MLCC prefixes, with written responses due by the end of 2027, last orders by 31 March 2028 and last shipments by 31 March 2029. The affected part numbers have not been published.
Read More arrow_forwardTrendForce Says High-Density NOR Flash Could Rise Another 90 to 110%, and the Business Is Being Sold
TrendForce says average contract prices for NOR Flash at 256Mb and above could rise another 90 to 110% in 2H26, after a realised cumulative average increase of 100 to 120% in the first half. Separately, Infineon agreed to sell its NOR Flash and F-RAM business to Winbond in an all-cash transaction valued at $1.12 billion on a cash-and-debt-free basis, targeted to close in 2H 2027.
Read More arrow_forwardThe AI Pull Has Reached PMICs and Power Discretes, Parts on Nearly Every Board
TrendForce reports record 2Q26 foundry revenue near US$53.49 billion and says demand for PMICs and power discretes, along with advance buying in consumer supply chains, is tightening some mature-process capacity. TSMC's August revenue was also a record.
Read More arrow_forwardCanada's Counter-Tariffs Apply by Country of Origin: Check Each Tariff Item
Canada's counter-tariffs of 15%, 25% and 50% on CA$27.6 billion of U.S. goods took effect September 8. They apply by country of origin, so U.S.-origin goods shipped in from a third country are still in scope.
Read More arrow_forwardDRAM Price Growth Is Slowing While Supplier Inventories Sit at Historic Lows
TrendForce reports 2Q26 DRAM revenue near US$154.73 billion, up 59.5% QoQ, and projects 3Q26 contract growth moderating to 13-18%. Supplier inventories remain at historic lows, with new supply going mainly to servers.
Read More arrow_forwardAdvanced Substrates Are the New Board Constraint, and Alternates Need Requalification
TrendForce reports advanced substrate capacity under pressure from larger formats and higher layer counts, with ABF and TGV tooling and materials resting on a narrow Japanese supplier base. Any alternate here has to be qualified before it can be used.
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