THE SUPPLY SIGNAL

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% increases (15% average) that hit February 1st are looking modest now.

The math is brutal: copper above $13,300/tonne (up 20% since December), silver up 50% since January, and foundry utilization over 95% at SMIC and Hua Hong. AI server demand is ending the MCU price wars that gave you breathing room last year. Even Murata activated internal MLCC price protocols — when they move, everyone follows.

• • Fenghua inductors up 5-25%, thick-film resistors 15-30% across the board
• • HeKeTai and Fudeming thick-film resistors climbing 8-20% this quarter
• • Silan power devices jumped 10% in March, JieJie MOSFETs up 10-20%
• • TSMC's 3nm+ processes increased 3-10% starting January
• • Panasonic and KEMET tantalum caps rose 15-30% in Q1

• • Memory chip lead times stretching beyond 16 weeks — no firm numbers yet but buyers report 20+ week quotes
• • CoWoS packaging shortages tightening as hyperscalers double down on AI infrastructure
• • Section 301 tariff impacts mixing with energy cost inflation — hard to separate the drivers

Hit reply and tell me — are you seeing TI's 85% hikes hitting your critical parts list?

Sources: 1 · 2 · 3 · 4 · 5 · 6 · 7