The Component Signal — POCONS USA https://poconsusa.com/newsletter/ Electronics component supply-chain intelligence and EMI-shielding design notes for engineers and procurement teams. en-us Thu, 02 Jul 2026 21:36:25 GMT https://poconsusa.com/logo.png The Component Signal https://poconsusa.com/newsletter/ <![CDATA[The Component Signal #22 — The MLCC Allocation Crisis: Silver, AI Rack Density, and the PDN-to-EMI Cascade]]> https://poconsusa.com/newsletter/component-signal-022/ https://poconsusa.com/newsletter/component-signal-022/ Fri, 12 Jun 2026 00:00:00 GMT <![CDATA[The Component Signal #021 — The Supreme Court Ends Executive Tariff Power, and AI EMI Tools Cross the Chasm]]> https://poconsusa.com/newsletter/component-signal-021/ https://poconsusa.com/newsletter/component-signal-021/ Thu, 21 May 2026 00:00:00 GMT <![CDATA[The Component Signal #020 — MIL-STD-461H Lands, and Why IEC 61000 Can't Keep Up With Device Density]]> https://poconsusa.com/newsletter/component-signal-020/ https://poconsusa.com/newsletter/component-signal-020/ Mon, 18 May 2026 00:00:00 GMT <![CDATA[The Component Signal #019 — Equipment Sales Boom, Logistics Fragments, and AI Designs Half Your Silicon]]> https://poconsusa.com/newsletter/component-signal-019/ https://poconsusa.com/newsletter/component-signal-019/ Sat, 16 May 2026 00:00:00 GMT <![CDATA[The Component Signal #018 — Stress-Test Your Supply Chain Assumptions: HBM, EUV, and the AI Tariff]]> https://poconsusa.com/newsletter/component-signal-018/ https://poconsusa.com/newsletter/component-signal-018/ Thu, 14 May 2026 00:00:00 GMT <![CDATA[The Component Signal #017 — Intel's Terafab Anchor Model and the 0402 Ferrite Bead Squeeze]]> https://poconsusa.com/newsletter/component-signal-017/ https://poconsusa.com/newsletter/component-signal-017/ Tue, 12 May 2026 00:00:00 GMT <![CDATA[The Component Signal #016 — DRAM +23% Again as Best Buy Hoards, and the 600V MOSFET at 37 mΩ]]> https://poconsusa.com/newsletter/component-signal-016/ https://poconsusa.com/newsletter/component-signal-016/ Sat, 09 May 2026 00:00:00 GMT <![CDATA[The Component Signal #015 — The Pentagon Reverses Itself: $2.3B in Memory Procurement Reopens]]> https://poconsusa.com/newsletter/component-signal-015/ https://poconsusa.com/newsletter/component-signal-015/ Thu, 07 May 2026 00:00:00 GMT <![CDATA[The Shield Report #004 — AI-Accelerated EMI Prediction and What It Changes for Shield Qualification]]> https://poconsusa.com/newsletter/shield-report-004/ https://poconsusa.com/newsletter/shield-report-004/ Wed, 06 May 2026 00:00:00 GMT <![CDATA[The Component Signal #014 — Micron's $50B Boise Bet and the End of Asia-Default Memory]]> https://poconsusa.com/newsletter/component-signal-014/ https://poconsusa.com/newsletter/component-signal-014/ Tue, 05 May 2026 00:00:00 GMT <![CDATA[The Component Signal #012 — Five Suppliers Raise Prices Tomorrow, and the Naphtha Cracker Math Behind It]]> https://poconsusa.com/newsletter/component-signal-012/ https://poconsusa.com/newsletter/component-signal-012/ Thu, 30 Apr 2026 00:00:00 GMT <![CDATA[The Shield Report #003 — Metal Cost Inflation and Shield BOM Strategy: Repricing Every Alloy-Content Part]]> https://poconsusa.com/newsletter/shield-report-003/ https://poconsusa.com/newsletter/shield-report-003/ Wed, 29 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #011 — DRAM at +95%, and the λ/20 Aperture Mistake That Costs $40k a Recall]]> https://poconsusa.com/newsletter/component-signal-011/ https://poconsusa.com/newsletter/component-signal-011/ Tue, 28 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #011 — Enclosure Shielding Effectiveness: Seam, Gasket, and Aperture Physics from First Principles]]> https://poconsusa.com/newsletter/design-brief-011/ https://poconsusa.com/newsletter/design-brief-011/ Tue, 28 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #011 — MLCC Allocation Hits: Automotive Demand Locks Up Capacitors]]> https://poconsusa.com/newsletter/supply-signal-011/ https://poconsusa.com/newsletter/supply-signal-011/ Tue, 28 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #010 — The Strait That Carries Your Nickel]]> https://poconsusa.com/newsletter/component-signal-010/ https://poconsusa.com/newsletter/component-signal-010/ Sat, 25 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #010 — CISPR 32 to 6 GHz: Redesigning Emissions Strategy When the Test Band Triples]]> https://poconsusa.com/newsletter/design-brief-010/ https://poconsusa.com/newsletter/design-brief-010/ Sat, 25 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #010 — Rebuild the Buffer Before Your Competitors Do]]> https://poconsusa.com/newsletter/supply-signal-010/ https://poconsusa.com/newsletter/supply-signal-010/ Sat, 25 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #009 — AI Hardware's 800-Watt EMI Problem]]> https://poconsusa.com/newsletter/component-signal-009/ https://poconsusa.com/newsletter/component-signal-009/ Thu, 23 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #009 — Pre-Compliance Before the Chamber: The 3 dB Rule and CS101's 30 A/Phase Reality]]> https://poconsusa.com/newsletter/design-brief-009/ https://poconsusa.com/newsletter/design-brief-009/ Thu, 23 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #009 — Digital Maturity Below 3.0: Why Your Suppliers Can't Pivot]]> https://poconsusa.com/newsletter/supply-signal-009/ https://poconsusa.com/newsletter/supply-signal-009/ Thu, 23 Apr 2026 00:00:00 GMT <![CDATA[The Shield Report #002 — MIL-STD-461H and the Shield Redesign It Requires]]> https://poconsusa.com/newsletter/shield-report-002/ https://poconsusa.com/newsletter/shield-report-002/ Wed, 22 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #008 — March 1 Tariffs: What Actually Changed]]> https://poconsusa.com/newsletter/component-signal-008/ https://poconsusa.com/newsletter/component-signal-008/ Tue, 21 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #008 — CE102 Frequency Planning: Engineering Switcher Harmonics Out of the 150 kHz–30 MHz Failure Zone]]> https://poconsusa.com/newsletter/design-brief-008/ https://poconsusa.com/newsletter/design-brief-008/ Tue, 21 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #008 — The Semiconductor Pricing Spiral: TI +85%, and What's Driving It]]> https://poconsusa.com/newsletter/supply-signal-008/ https://poconsusa.com/newsletter/supply-signal-008/ Tue, 21 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #007 — The Real Cost of Failing EMC Testing]]> https://poconsusa.com/newsletter/component-signal-007/ https://poconsusa.com/newsletter/component-signal-007/ Sat, 18 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #007 — Testing Beyond the Commercial Window: What MIL-STD CE102 Reveals That CISPR 32 Hides]]> https://poconsusa.com/newsletter/design-brief-007/ https://poconsusa.com/newsletter/design-brief-007/ 6 dB delta as a warning.]]> Sat, 18 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #007 — The Cost of Missing the Turn: Budgeting With 2025 Assumptions]]> https://poconsusa.com/newsletter/supply-signal-007/ https://poconsusa.com/newsletter/supply-signal-007/ Sat, 18 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #006 — One Export Tax, Every Nickel Alloy on Your Board]]> https://poconsusa.com/newsletter/component-signal-006/ https://poconsusa.com/newsletter/component-signal-006/ Thu, 16 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #006 — Decoupling Capacitor Placement: Why the λ/20 Rule Lies and Loop Inductance Tells the Truth]]> https://poconsusa.com/newsletter/design-brief-006/ https://poconsusa.com/newsletter/design-brief-006/ Thu, 16 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #006 — Pre-Positioning Season: Why 73% of Memory Buyers Are Already Hoarding]]> https://poconsusa.com/newsletter/supply-signal-006/ https://poconsusa.com/newsletter/supply-signal-006/ Thu, 16 Apr 2026 00:00:00 GMT <![CDATA[The Shield Report #001 — Board-Level EMI Shields: A Field Guide to Form, Function, and Failure Modes]]> https://poconsusa.com/newsletter/shield-report-001/ https://poconsusa.com/newsletter/shield-report-001/ Wed, 15 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #005 — A 25% Tariff Doesn't Change Physics, It Changes Geography]]> https://poconsusa.com/newsletter/component-signal-005/ https://poconsusa.com/newsletter/component-signal-005/ Tue, 14 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #005 — Ferrite Sleeve Placement for CS114: Standing-Wave Suppression on Filtered Cable Harnesses]]> https://poconsusa.com/newsletter/design-brief-005/ https://poconsusa.com/newsletter/design-brief-005/ Tue, 14 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #005 — Glut to Constraint: The 2025 Oversupply Is Officially Over]]> https://poconsusa.com/newsletter/supply-signal-005/ https://poconsusa.com/newsletter/supply-signal-005/ Tue, 14 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #004 — Samwha, and Seventy Years of Capacitors You've Never Specified]]> https://poconsusa.com/newsletter/component-signal-004/ https://poconsusa.com/newsletter/component-signal-004/ Sat, 11 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #004 — The CS101 Trap: Why CE102-Clean Filters Still Fail Susceptibility Testing]]> https://poconsusa.com/newsletter/design-brief-004/ https://poconsusa.com/newsletter/design-brief-004/ Sat, 11 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #004 — The Pyeongtaek Squeeze and the Korea Tariff Shock]]> https://poconsusa.com/newsletter/supply-signal-004/ https://poconsusa.com/newsletter/supply-signal-004/ Sat, 11 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #003 — A 55-Week Lead Time Is a 55-Week Decision]]> https://poconsusa.com/newsletter/component-signal-003/ https://poconsusa.com/newsletter/component-signal-003/ Thu, 09 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #003 — FCC Part 15 Class B Above 1 GHz: Why Your Margin Disappears Where Your Harmonics Live]]> https://poconsusa.com/newsletter/design-brief-003/ https://poconsusa.com/newsletter/design-brief-003/ Thu, 09 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #003 — Hyperscaler Hoarding and the Broken DRAM Spot Market]]> https://poconsusa.com/newsletter/supply-signal-003/ https://poconsusa.com/newsletter/supply-signal-003/ Thu, 09 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #002 — The Helium Crisis Is a Lithography Crisis]]> https://poconsusa.com/newsletter/component-signal-002/ https://poconsusa.com/newsletter/component-signal-002/ Wed, 08 Apr 2026 00:00:00 GMT <![CDATA[The Design Brief #002 — Surviving CS114 Bulk Cable Injection: Common-Mode Physics from 10 kHz to 200 MHz]]> https://poconsusa.com/newsletter/design-brief-002/ https://poconsusa.com/newsletter/design-brief-002/ Wed, 08 Apr 2026 00:00:00 GMT <![CDATA[The Supply Signal #002 — DRAM Goes Vertical: The Last-Time-Buy Window Is Closing]]> https://poconsusa.com/newsletter/supply-signal-002/ https://poconsusa.com/newsletter/supply-signal-002/ Wed, 08 Apr 2026 00:00:00 GMT <![CDATA[The Component Signal #001 — The MLCC Upcycle Has a Physics Problem]]> https://poconsusa.com/newsletter/component-signal-001/ https://poconsusa.com/newsletter/component-signal-001/ Tue, 07 Apr 2026 00:00:00 GMT