Top 10 Component Brands & Demand Trends: Weekly Watch
All ten leading component brands gained search volume in week 42, between 28% and 40%. Here is what the broad lift means and what we hold in stock.
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Chip-seek Blog
Technical knowledge, market intelligence, and practical guidance for semiconductor procurement.
Top 10 Component Categories by Search Volume: Market Watch
Week 42 put control, power and memory at the top of the category list, while protection and RF categories rose fastest. What each shift means for sourcing.
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Six More Fabs: TSMC's Dallas Plan and the $265 Billion Bet
A reported second U.S. cluster in North Texas would sit on top of USD 265 billion already committed to Arizona, while Taiwan keeps the packaging build-out that decides AI chip...
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Skyworks-Qorvo $22B Merger: What Buyers Should Know
Skyworks has absorbed Qorvo in a $22 billion deal that reshapes the RF supply chain. Here is what the merger means for electronics buyers and procurement teams.
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Week 42 Supply Watch: MCU Demand, Diode Pricing
Search, price and inventory data for October 12-18: four of the top ten searched parts are STM32, protection discretes lead price moves, and DDR stock builds.
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Qualcomm v. Arm: 288 Cores and the $1.88 Cap
Qualcomm wants up to five years without Arm royalties and a forced V10 licence. Arm says no harm was done. The trial turns on a $1.88 cap, 288 cores and...
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Arm-Qualcomm Verdict: $2 Damages, Bigger Stakes
A Delaware jury found Arm breached its architecture license agreement with Qualcomm and interfered with its Meta relationship — but awarded just $2 in damages. Here is what the verdict...
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SK Hynix, Banks Launch $1.45B Supplier Fund
SK Hynix and four Korean banks launched a 2 trillion won supplier financing program, plus the TrinityFab test facility, to strengthen South Korea's semiconductor supply chain.
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Apple-Meta Muse Spark Open: Local AI and the Chip Supply Chain
The Apple-Meta Muse Spark Open announcement shows a capable open-weight model running locally on two 512 GB Macs, and what it means for memory, packaging, and the chip supply chain.
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Vicor's 337 Investigation: Luxshare, Foxconn and the Battle Over Vertical Power Delivery
A patent dispute over vertical power delivery has pulled Luxshare, Foxconn Industrial Internet and Ingrasys into a USITC investigation. The technology is becoming central to AI servers.
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Four Signals in the Chip Supply Chain: Demand Is Running Ahead of Capacity
AI demand, rising component prices, fully loaded fabs and long-term capacity lock-ups point to the same conclusion: supply is tight and demand is still accelerating.
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AI Optical Modules Are Sold Out to 2029: The Real Bottleneck in the AI Build-Out
Lumentum says its optical capacity is booked into early 2029, while FCC restriction rumors raise long-term questions. Here is the full analysis of the optical module supply chain, China's dominance...
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