THE SUPPLY SIGNAL

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 of 5-15% across their portfolio and lead times stretching back out for standard products that were sitting ex-stock just weeks ago.

This isn't coming out of nowhere — Sourceability's Q4 report already flagged that most component categories were stabilizing after the 2025 oversupply. But the speed of this reversal is catching buyers off guard. We're talking about passives, discretes, even some logic families that were practically free money six months ago.

• • Memory pricing remains "volatile" into 2026 despite stabilization in other categories
• • Trump's tariff climbdown at Davos hasn't eliminated supply chain disruption risks, per In2tec analysis
• • Component distributors actively advising customers to "secure positions early" as inventory buffers shrink
• • 2026 growth trajectory confirmed after 2025 component glut officially receded in Q4
• • Geopolitical uncertainty driving procurement digitalization investments ahead of regulatory changes

• • Whether this 5-15% price bump is the new floor or just the first wave — historical patterns suggest we could see another 10% by summer if demand holds
• • Memory market volatility bleeding into other semiconductor categories, especially if Korean production data shows capacity constraints
• • How quickly lead times extend beyond current "standard product" delays into specialty and automotive-grade components

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

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