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This Week in Components
Updated weekly by the Omega GTI sourcing desk · July 19, 2026
Analysis & Alerts
Active Components Reprice - STM32 at 52 Weeks and the Nexperia Freeze
Standard MCUs like the STM32 are quoting 52-week lead times, Texas Instruments has pushed select parts up as much as 85%, and Nexperia discrete supply is functionally frozen - formally ending the low-cost MCU era of 2025.
Read More arrow_forwardHormuz Closes Again - Helium, Fab Gases, and Freight Take the Hit
The Middle East ceasefire collapsed and Iran re-closed the Strait of Hormuz on July 8, taking 30% of global helium supply offline, pushing Brent past $86, and adding 15% to 22% to semiconductor logistics costs.
Read Alert arrow_forwardThe Resin Choke Point - One Strike Put PCB Prices Up 40 to 50%
An April strike on Saudi Arabia's Jubail complex halted high-purity PPE resin representing 70% of global supply, driving PCB prices up 40% to 50%, advanced laminate lead times to 140 days, and copper-clad laminate imports to a record $20,728 per tonne.
Read More arrow_forwardElectronic Rice - Yageo's 50% Hike and 10x Spot Quotes in Huaqiangbei
Yageo raised capacitor prices roughly 50% on July 1 while premium MLCC spot quotes in Shenzhen jumped as much as 10x, with leading suppliers running high-end lines above 90% utilization and lead times pushing past 20 weeks.
Read More arrow_forwardThe SLC NAND Squeeze - A Forced Migration That Could Nearly Triple Prices
Mature-process capacity shifting to high-layer 3D NAND has created an MLC NAND shortage, pushing industrial, automotive, and networking buyers onto SLC - where contract prices are projected to rise 120% to 170% in the second half of 2026.
Read More arrow_forwardQ2 EOL Roundup: 40+ Legacy Logic and Interface Parts Hit Last-Time-Buy
Major suppliers issued a wave of discontinuation notices this quarter. We break down the families affected, LTB deadlines, and qualified alternates worth evaluating now.
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