THE SUPPLY SIGNAL

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 stretching again, and the component glut that saved your budget through 2024 is officially dead.

Sourceability's Q4 2025 Lead Time Report confirms what you're probably already feeling — supply constraints are building across the board. No component category is safe. MLCCs, connectors, passives, semiconductors — all showing early stress signals. The momentum that carried electronics recovery through late 2025 is now working against procurement teams as demand outpaces supply rebuilding.

• • Sourceability reports volatility climbing across all component categories in Q4 2025
• • No major price announcements yet from TI, Infineon, NXP, or Murata — but Anglia's warning suggests they're coming
• • Trump's Davos tariff pullback offers temporary relief, but UK's In2tec still pushing supply chain resilience over cost optimization
• • Electronics supply chain chiefs getting mixed signals on tariff policy after volatile January positioning

• • Major semiconductor suppliers' Q1 pricing announcements — if Anglia's seeing 5-15% increases, the big players aren't far behind
• • Korean export data from Samsung and SK Hynix production facilities — early indicator of Asia-Pacific supply tightening

Hit reply and tell me — are you seeing the same 5-15% price pressure conversations with your suppliers?

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