THE SUPPLY SIGNAL

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. We're seeing the official end of the 2025 component glut, with lead times extending and volatility becoming the new normal.

The shift happened faster than most buyers expected. MLCCs, connectors, and passives that were sitting in distributor warehouses six months ago are now showing extended lead times. Memory components are especially volatile — one day you're golden, the next you're scrambling. Sourceability's Q4 report confirms most categories have stabilized post-glut, but memory is still a wild card.

• • Trump's tariff climbdown at Davos (pre-Feb 19) hasn't stopped procurement teams from prioritizing supply chain resilience
• • Cabling industry supply disruptions intensifying — budget extra time for harness assemblies
• • Memory component allocation warnings circulating among tier-1 distributors
• • Korean export data showing 8% uptick in semiconductor shipments vs Q4 2025
• • Industry webinars on "future-proofing" booked solid through Q2 — buyers know what's coming

• • Samsung and SK Hynix production schedules — hearing whispers about capacity adjustments but nothing confirmed yet
• • Section 301 tariff reviews that could hit by summer — still too early to call direction
• • MLCC manufacturers' April pricing announcements — if the big Japanese players follow Anglia's lead, we'll know this trend has legs

Hit reply and tell me — are you seeing the same 5-15% price increases from your distributors?

Sources: 1 · 2 · 3 · 4 · 5 · 6 · 7 · 8