POCONS Newsletters
Electronics supply chain intelligence with a Korean bridge
The Supply Signal
Mon + Wed — Pricing, lead times, allocation alerts, tariffs. For procurement.
The Design Brief
Tue + Thu — EMC design tips, regulatory updates, field notes. For engineers.
The Component Signal
Friday — Week in review. Supply chain + technical + Korean intel. For everyone.
The Shield Report
Monthly (15th) — Deep technical EMI shielding analysis. For engineers.
The Design Brief — Issue #011
You're seeing tighter immunity requirements in the 2021 amendment—10 V/m from 80 MHz to 2.7 GHz, up from the previous 3 V/m ceiling. Your enclosure design margins just got thinner. We've been testing
Apr 28
2 min read
The Supply Signal — Issue #011
Murata just confirmed what you've probably been feeling in your bones — automotive MLCC demand is up 34% quarter-over-quarter, and they're prioritizing Tier 1s over everyone else. Samsung Electro-Mech
Apr 27
3 min read
The Component Signal — Issue #021
> The Supreme Court just nuked executive tariff authority, triggering billions in refunds to electronics importers and forcing every procurement team to recalibrate their 2026 cost models by Monday.
Apr 24
3 min read
The Design Brief — Issue #010
Your conducted emissions headroom is shrinking. I'm seeing more failures in the 9-30 MHz range as switching frequencies push higher. Class B limits are 10 dB stricter than Class A — that's the differe
Apr 23
2 min read
The Supply Signal — Issue #010
The party's over. After 18 months of falling prices and fat inventory, Anglia Components is warning customers that we're heading into 5-15% price increases across standard products. Lead times are str
Apr 22
2 min read
The Design Brief — Issue #009
You're spending $15K on chamber time when a $3K mobile setup could catch your failures early. FCC Part 15 mobile test equipment gives you radiated and conducted emissions measurements against actual l
Apr 21
2 min read
The Supply Signal — Issue #009
Anglia Components just dropped a reality check that confirms what you've probably been feeling: we're shifting hard from the buyer's market of 2025 into 5-15% price increases and stretching lead times
Apr 20
3 min read
The Component Signal — Issue #020
> Memory prices are forcing major OEMs into tactical supply chain pivots, while regulatory systems finally catch up to the tariff reality we've been navigating for years.
Apr 17
3 min read
The Supply Signal — Issue #008
You thought February's ADI increases were bad? TI just dropped price hikes up to 85% on select parts, effective this month. NXP and Infineon are right behind them with their own April bumps. ADI's 30%
Apr 15
2 min read
The Component Signal — Issue #019
> Semicon equipment sales hit record highs while logistics partnerships fracture — the supply chain is bifurcating between winners doubling down on capacity and losers cutting deals just to survive.
Apr 14
3 min read
The Design Brief — Issue #007
You're debugging conducted emissions on power lines? Set up your LISN for 1 kHz–1 GHz sweeps, not just the typical 150 kHz–30 MHz window. MIL-STD-461G Revision G pushes CE102 conducted emissions testi
Apr 14
2 min read
The Design Brief — Issue #008
Your CE102 conducted emissions (10 kHz–10 MHz) can make or break clearance, but most engineers miss the sweet spot. I've been tracking failure modes across 200+ military programs, and 73% of CE102 fai
Apr 14
2 min read
The Supply Signal — Issue #007
The honeymoon's over. Anglia Components dropped the hammer last week, warning customers that the component glut we've been riding since mid-2025 has officially flipped. They're seeing price increases
Apr 14
3 min read
The Supply Signal — Issue #006
The honeymoon's over. After 18 months of falling component prices, Anglia Components confirmed what you've probably felt in your latest quotes — we're seeing **5-15% price increases** across passive c
Apr 13
3 min read
The Component Signal — Issue #017
> Intel's Terafab partnership with Tesla and SpaceX just redefined semiconductor capacity planning — we're moving from general-purpose fabs to anchor-customer facilities, and your allocation strategy
Apr 10
3 min read
The Component Signal — Issue #018
> Memory chip costs are forcing a procurement reset while China's EUV breakthrough officially ends the era of globalized silicon production — time to stress-test your supply chain assumptions.
Apr 10
3 min read
The Design Brief — Issue #006
Stop using the λ/20 rule blindly. At 1 GHz, that's 15mm — but your via inductance already kills you at 3mm. I've been measuring actual impedance vs. distance on 0402 ceramics, and the sweet spot is ti
Apr 10
2 min read
The Supply Signal — Issue #005
Remember when you could get ex-stock pricing on everything? That party's over. Anglia Components just issued market-wide alerts showing 5-15% price increases across standard products as of March 11th.
Apr 10
3 min read
The Component Signal — Issue #016
> Pentagon's surprise move removing YMTC and CXMT from the blacklist just shifted the memory game — while everyone else scrambles with inventory builds, US OEMs now have a backdoor to Chinese supplier
Apr 9
3 min read
The Design Brief — Issue #004
You're designing power conditioning for CE102 conducted emissions (10 kHz–10 MHz) but forgetting that same circuit has to survive CS101 bulk current injection up to 150 kHz. I've seen three designs th
Apr 9
2 min read
The Design Brief — Issue #005
You're seeing CS114 failures at 10-200 MHz because your power line filters aren't designed for bulk cable injection. The current gets injected into your entire cable harness, not just the power pins.
Apr 9
2 min read
The Supply Signal — Issue #004
You probably felt this one before you saw the headlines. Samsung's spot DDR4 pricing hit $2.83 per GB yesterday — that's up from $2.40 last Thursday. The culprit? Their Pyeongtaek fab is running 12% b
Apr 9
2 min read
The Component Signal — Issue #014
> Micron's $50B Boise bet signals the end of Asia-dependent memory strategy, while tariff chaos forces procurement teams into defensive positioning ahead of potential Supreme Court refunds.
Apr 8
3 min read
The Component Signal — Issue #015
> Pentagon's surprise delisting of Chinese memory makers YMTC and CXMT signals a strategic pivot that could reshape global semiconductor procurement while Korean giants prepare to capture displaced ma
Apr 8
3 min read
The Design Brief — Issue #002
Bulk Cable Injection (CS114) failures continue plaguing defense contractors at 10 kHz–200 MHz on interconnecting cables. The standard requires equipment survival under 1V RMS continuous wave injection
Apr 8
2 min read
The Design Brief — Issue #003
Most engineers underestimate how little margin exists in FCC Part 15 Class B limits. Above 960 MHz, you have just 54 dBμV/m at 3 meters—that's only 0.5 mV/m. For perspective, a typical switching regul
Apr 8
2 min read
The Supply Signal — Issue #002
Memory pricing has spiked dramatically across all categories, with DDR4 modules jumping 34% month-over-month and NAND flash up 28% as manufacturers pivot production to newer technologies. Major OEMs i
Apr 8
2 min read
The Supply Signal — Issue #003
HP's aggressive cost management strategies reveal the depth of current DRAM pricing pressure. The OEM is expanding supplier pools and repositioning inventory as memory costs continue climbing 15-18% q
Apr 8
2 min read
The Component Signal — Issue #012: Five Suppliers Raise Prices Tomorrow — What You Need to Know
Naphtha crisis intensifies as Korea's petrochemical inventories hit critical levels, April 1 price hikes from Murata and TI go live, and how to audit your shield can supplier's actual production location.
Mar 31
4 min read
The Component Signal — Issue #011: The Shield Aperture Mistake Behind 8 of 14 Automotive EMC Failures
DRAM prices surge 95% in Q1, Samsung foundry wins Qualcomm 3nm order, and the shielding geometry mistake that costs automotive teams 6 weeks in EMC retest.
Mar 24
4 min read
The Component Signal — Issue #010: Hormuz Closed, Metals Moving — Your BOM Cost Just Shifted
Strait of Hormuz closure disrupts nickel and tin shipping, medical device EMC enforcement tightens under EU MDR, and Korean Manufacturer Spotlight on KEC Semiconductor.
Mar 17
5 min read
The Shield Report #4 — 57 kW in a Metal Box: The EMI Reality Inside AI Racks
AI rack EMI at 57 kW per rack, advanced packaging EMI from HBM4 and chiplets, IoT device shielding at scale, and a field note on shielding a medical wearable for IEC 60601.
Mar 15
7 min read
The Component Signal — Issue #009: 800 Watts per GPU — The EMI Problem Nobody's Designing For
NVIDIA Blackwell Ultra drives 800W per GPU — cooling and shielding collide. Plus GaN power device lead times, and why your thermal pad is killing your shield performance.
Mar 10
5 min read
The Component Signal — Issue #008: March 1 Tariffs Are Live — Here's What Actually Changed
March 1 tariffs take effect on Korean electronics, tin prices spike on Myanmar supply disruption, and Korean Manufacturer Spotlight on Innox Advanced Materials.
Mar 3
4 min read
The Component Signal — Issue #007: The $35K EMC Mistake Most Teams Make Twice
TSMC Arizona fab yields hit 98%, connector lead times extend to 30 weeks, and the real cost of failing EMC testing on the first pass.
Feb 24
3 min read
The Component Signal — Issue #006: Samsung's Delayed Fab and the HBM4 Squeeze
Samsung's Pyeongtaek Line 4 delays push HBM4 timelines, Indonesia's nickel export tax passes committee, and how via stitching around shield cans actually works.
Feb 17
4 min read
The Shield Report #3 — 800V Doubled the Voltage and Quadrupled the EMI Problem
800V EV architectures create EMI challenges that 400V designs never had, CISPR 25 Class 5 compliance strategies, SiC inverter shielding, and a field note on shielding a 77 GHz radar module.
Feb 15
6 min read
The Component Signal — Issue #005: The 25% Tariff That Rewrites Your Sourcing Math
Trump's 25% tariff on Korean electronics imports reshapes sourcing math, copper hits 18-month high on AI infrastructure demand, and why your shield can material choice just got more expensive.
Feb 10
3 min read
The Component Signal — Issue #004
Korean Manufacturer Spotlight on Samwha Capacitor — Korea's only full-range capacitor maker. Plus this week's metal and component price snapshot as the naphtha waiver expires.
Jan 27
3 min read
The Component Signal — Issue #003
MCU lead times hit 55 weeks, SiC MOSFETs critically tight for EV, DRAM up another 63% in Q2 forecast — plus a design tip on return path discontinuities that's costing you EMC margin.
Jan 20
2 min read
The Shield Report #2 — Your 2.4 GHz Shield Design Fails at 28 GHz
5G mmWave shielding challenges at 28 GHz and above, MIL-STD-461H updates for next-gen defense electronics, automotive V2X EMC requirements, and a field note on shielding a surgical robot controller.
Jan 15
6 min read
The Component Signal — Issue #002
Helium crisis hits semiconductor fabs, April 1 price hikes land across TI/Infineon/NXP, and Korea's record $86B export month masks a fragile petrochemical supply chain.
Jan 13
2 min read
The Component Signal #1 — Korean Naphtha Crisis Threatens Chip Production
Korean naphtha crisis threatens chip production, MLCC prices enter upcycle, Samsung Electro-Mechanics spotlight, and why your decoupling cap placement affects EMI.
Jan 6
5 min read
The Shield Report #1 — Samsung's $73B Semiconductor Bet
Samsung commits $73B to semiconductors, CISPR 25 extends to 6 GHz, compartmentalized automotive shielding, and Korean electronics intel.
Jan 1
5 min read