C3225X8R1E225K200AATDK Corporation+32%FA24NP02W472JNU06TDK Corporation+37%CC0603MRX5R4BB106YAGEO+11%FA24NP02W152JNU06TDK Corporation+22%HMJ107BB7472KAHTTaiyo Yuden+22%FA20NP02W333JNU06TDK Corporation+18%C0603C119B5HACTUKEMET Corporation+14%C1210C562JBGACAUTOKEMET Corporation+13%CGA4J2C0G1H223J125AETDK Corporation+11%RCE5C1H222J0K1H03BMurata Manufacturing+18%CGA5H4C0G2J182J115AATDK Corporation+9%CGA5L2X7R2A104K160AATDK Corporation+4%GRM186R60G226ME15DMurata Manufacturing+4%FG24X7T2E473KNT00TDK Corporation+8%FA24C0G2A153JRU06TDK Corporation+10%FA24NP02W102JNU06TDK Corporation+8%EMK212B7474KGHTTaiyo Yuden+5%GMC04X5R106M10NTCal Chip Electronics+5%GMC21X6S106K35NTCal Chip Electronics+5%CGA3E2X8R2A102K080AATDK Corporation+7%CGA4F3C0G2E152J085AATDK Corporation+6%C0805X475K4RACAUTOKEMET Corporation+6%CGA4J3X7R1A335K125ABTDK Corporation+4%GCM188R72A682KA37DMurata Manufacturing+5%FS32K144HAT0MLLRNXP Semiconductorsstock 1,000CC0805MKX5R5BB476YAGEOstock 36C3225X8R1E225K200AATDK Corporation+32%FA24NP02W472JNU06TDK Corporation+37%CC0603MRX5R4BB106YAGEO+11%FA24NP02W152JNU06TDK Corporation+22%HMJ107BB7472KAHTTaiyo Yuden+22%FA20NP02W333JNU06TDK Corporation+18%C0603C119B5HACTUKEMET Corporation+14%C1210C562JBGACAUTOKEMET Corporation+13%CGA4J2C0G1H223J125AETDK Corporation+11%RCE5C1H222J0K1H03BMurata Manufacturing+18%CGA5H4C0G2J182J115AATDK Corporation+9%CGA5L2X7R2A104K160AATDK Corporation+4%GRM186R60G226ME15DMurata Manufacturing+4%FG24X7T2E473KNT00TDK Corporation+8%FA24C0G2A153JRU06TDK Corporation+10%FA24NP02W102JNU06TDK Corporation+8%EMK212B7474KGHTTaiyo Yuden+5%GMC04X5R106M10NTCal Chip Electronics+5%GMC21X6S106K35NTCal Chip Electronics+5%CGA3E2X8R2A102K080AATDK Corporation+7%CGA4F3C0G2E152J085AATDK Corporation+6%C0805X475K4RACAUTOKEMET Corporation+6%CGA4J3X7R1A335K125ABTDK Corporation+4%GCM188R72A682KA37DMurata Manufacturing+5%FS32K144HAT0MLLRNXP Semiconductorsstock 1,000CC0805MKX5R5BB476YAGEOstock 36
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A dated timeline of signal and article updates; each card shows only what changed that day.

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C3M0065090J
WOLFSPEEDSemiconductors – Discretes
Articles 1
Article updateWhen a China IGBT/SiC Start-Up Hits Bankruptcy Review, the First Question Isn't Technology — It's Cash Flow

A Shenzhen power-semi start-up has entered bankruptcy review. It didn't pick the wrong track — IGBT and SiC are exactly where the demand is. It shows something else: China's power-device second-sourcing has moved past a pure technology contest into a combined test of technology, capacity, customer qualification and cash flow. For a buyer, the lesson is to keep two tables, not one — a part-alternative table and a supplier-delivery-risk table.

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IKW40N120H3
Infineon Technologies AGSemiconductors – Discretes
Articles 1
Article updateWhen a China IGBT/SiC Start-Up Hits Bankruptcy Review, the First Question Isn't Technology — It's Cash Flow

A Shenzhen power-semi start-up has entered bankruptcy review. It didn't pick the wrong track — IGBT and SiC are exactly where the demand is. It shows something else: China's power-device second-sourcing has moved past a pure technology contest into a combined test of technology, capacity, customer qualification and cash flow. For a buyer, the lesson is to keep two tables, not one — a part-alternative table and a supplier-delivery-risk table.

View part details
SCT040H120G3AG
ST MicroelectronicsSemiconductors – Discretes
Articles 1
Article updateWhen a China IGBT/SiC Start-Up Hits Bankruptcy Review, the First Question Isn't Technology — It's Cash Flow

A Shenzhen power-semi start-up has entered bankruptcy review. It didn't pick the wrong track — IGBT and SiC are exactly where the demand is. It shows something else: China's power-device second-sourcing has moved past a pure technology contest into a combined test of technology, capacity, customer qualification and cash flow. For a buyer, the lesson is to keep two tables, not one — a part-alternative table and a supplier-delivery-risk table.

View part details
30 updates
C1608X5R1A106K080AC
TDK CorporationPassive Components
Articles 1Candidates 5
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
CL10A106KP8NNNC
SamsungPassive Components
Articles 1Candidates 5
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
GRM188R61A106KE69D
Murata ManufacturingPassive Components
Articles 1Candidates 5
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
TMCS1123-Q1
Texas InstrumentsCurrent & Voltage Sensing
Articles 1Candidates 3
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
INA240-Q1
Texas InstrumentsCurrent & Voltage Sensing
Articles 1Candidates 2
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
TCAN1044-Q1
Texas InstrumentsSemiconductors – ICs
Articles 1Candidates 2
Article updateThe Car's Nervous System: China-Based Alternatives in CAN/LIN, SBC and Automotive Ethernet PHY

Automotive second-sourcing fixates on the brain — MCU, SoC, domain controller. But a car also needs nerves. CAN/LIN transceivers, SBCs and Ethernet PHYs are high-frequency BOM lines with a clear alternative path, and China-based parts are now clearing OEM EMC and conformance testing, not just datasheet parity.

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CL10A226MQ8NRNC
SamsungPassive Components
Articles 1Candidates 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
GRM188R60J226MEA0J
Murata ManufacturingPassive Components
Articles 1Candidates 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
0603X106K100CT
Walsin TechnologyPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
0603X106M100NT
FenghuaPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
CA-IS23025S
ChipanalogCurrent & Voltage Sensing
Articles 1
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
CC0603KRX5R6BB106
YAGEOPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
CC0603MRX5R5BB226
YAGEOPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
DWC4840NS-Q
DOWOCircuit Protection
Articles 1
Article updateThe Cheapest Parts That Can Hold a Car BOM Hostage: China-Based TVS / ESD Alternatives, Read by Interface

In automotive BOMs, the failure that takes down a design is often not the big MCU or SiC — it's a few-cent TVS or ESD diode that didn't hold. JJW, DOWO and Leiditech can now second-source these parts, but only if you stop thinking "cheaper TVS" and start sourcing by interface and risk. Clamping voltage and junction capacitance — not price — decide whether the swap is safe.

View part details
GRM31CR61A476ME15L
Murata ManufacturingPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
NSM2015-Q1
NOVOSENSECurrent & Voltage Sensing
Articles 1
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
SC4643
SaizhuoCurrent & Voltage Sensing
Articles 1
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
SD48C-Q
DOWOCircuit Protection
Articles 1
Article updateThe Cheapest Parts That Can Hold a Car BOM Hostage: China-Based TVS / ESD Alternatives, Read by Interface

In automotive BOMs, the failure that takes down a design is often not the big MCU or SiC — it's a few-cent TVS or ESD diode that didn't hold. JJW, DOWO and Leiditech can now second-source these parts, but only if you stop thinking "cheaper TVS" and start sourcing by interface and risk. Clamping voltage and junction capacitance — not price — decide whether the swap is safe.

View part details
SGM840xQ
SG Micro CorpCurrent & Voltage Sensing
Articles 1
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
SMC24
LeiditechCircuit Protection
Articles 1
Article updateThe Cheapest Parts That Can Hold a Car BOM Hostage: China-Based TVS / ESD Alternatives, Read by Interface

In automotive BOMs, the failure that takes down a design is often not the big MCU or SiC — it's a few-cent TVS or ESD diode that didn't hold. JJW, DOWO and Leiditech can now second-source these parts, but only if you stop thinking "cheaper TVS" and start sourcing by interface and risk. Clamping voltage and junction capacitance — not price — decide whether the swap is safe.

View part details
TCC0603X5R106K100CT
CCTCPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
TPA132Q
3PEAKCurrent & Voltage Sensing
Articles 1
Article updateSecond-Sourcing the "Current Eyes": China's Shunt-Amp and Hall-Sensor Alternatives to TI in EV, Charging and Inverter Power

In high-voltage power electronics, current sensing is quietly a single-source risk. A growing bench of China-based suppliers — NOVOSENSE, Chipanalog, 3PEAK, SG Micro — now offers pin-compatible alternatives to Texas Instruments' current-sense amplifiers and Hall sensors. The parts are real; the qualification bar is not price, it's whether they hold their numbers in the noisiest, hottest, highest-voltage corner of the BOM.

View part details
TPSMBJ15A
DOWOCircuit Protection
Articles 1
Article updateThe Cheapest Parts That Can Hold a Car BOM Hostage: China-Based TVS / ESD Alternatives, Read by Interface

In automotive BOMs, the failure that takes down a design is often not the big MCU or SiC — it's a few-cent TVS or ESD diode that didn't hold. JJW, DOWO and Leiditech can now second-source these parts, but only if you stop thinking "cheaper TVS" and start sourcing by interface and risk. Clamping voltage and junction capacitance — not price — decide whether the swap is safe.

View part details
TPSMBJ24A
DOWOCircuit Protection
Articles 1
Article updateThe Cheapest Parts That Can Hold a Car BOM Hostage: China-Based TVS / ESD Alternatives, Read by Interface

In automotive BOMs, the failure that takes down a design is often not the big MCU or SiC — it's a few-cent TVS or ESD diode that didn't hold. JJW, DOWO and Leiditech can now second-source these parts, but only if you stop thinking "cheaper TVS" and start sourcing by interface and risk. Clamping voltage and junction capacitance — not price — decide whether the swap is safe.

View part details
V106K0603X5R100NKT
WeirongPassive Components
Articles 1
Article updateThe 0603 10µF Thermometer: Why a Jelly-Bean X5R MLCC Is the Best Gauge of the AI Supply Squeeze

When high-end AI-server MLCCs get tight, no one is surprised. The real signal of mid-2026 is that mainstream consumer-grade X5R MLCCs are up 15–25% in China distribution. That's the AI shortage overflowing out of the server room and down into phones, routers, industrial boards and ordinary BOMs — and the overflow is exactly where China-based makers get their opening.

View part details
3 updates
3 updates
1 update
5 updates
GD25Q127E
GigaDevice Semiconductor IncSemiconductors – ICs
Articles 1
Article updateGigaDevice's 25% SKU Price Alert: Which Memory Shortages Are Real, and Which Are Sentiment

AI is siphoning advanced capacity, so Samsung, SK Hynix and Micron are retiring legacy DDR4 and 2D SLC NAND — and GigaDevice is absorbing the overflow. But the price move is sharply differentiated: SLC NAND is genuinely short, automotive NOR is structurally tight, and general DRAM and MCU are mostly sentiment.

View part details
GD5F1GQ5
GigaDevice Semiconductor IncSemiconductors – ICs
Articles 1
Article updateGigaDevice's 25% SKU Price Alert: Which Memory Shortages Are Real, and Which Are Sentiment

AI is siphoning advanced capacity, so Samsung, SK Hynix and Micron are retiring legacy DDR4 and 2D SLC NAND — and GigaDevice is absorbing the overflow. But the price move is sharply differentiated: SLC NAND is genuinely short, automotive NOR is structurally tight, and general DRAM and MCU are mostly sentiment.

View part details
GD9F1G04
GigaDevice Semiconductor IncSemiconductors – ICs
Articles 1
Article updateGigaDevice's 25% SKU Price Alert: Which Memory Shortages Are Real, and Which Are Sentiment

AI is siphoning advanced capacity, so Samsung, SK Hynix and Micron are retiring legacy DDR4 and 2D SLC NAND — and GigaDevice is absorbing the overflow. But the price move is sharply differentiated: SLC NAND is genuinely short, automotive NOR is structurally tight, and general DRAM and MCU are mostly sentiment.

View part details
GD9F2G04
GigaDevice Semiconductor IncSemiconductors – ICs
Articles 1
Article updateGigaDevice's 25% SKU Price Alert: Which Memory Shortages Are Real, and Which Are Sentiment

AI is siphoning advanced capacity, so Samsung, SK Hynix and Micron are retiring legacy DDR4 and 2D SLC NAND — and GigaDevice is absorbing the overflow. But the price move is sharply differentiated: SLC NAND is genuinely short, automotive NOR is structurally tight, and general DRAM and MCU are mostly sentiment.

View part details
GD9F4G04
GigaDevice Semiconductor IncSemiconductors – ICs
Articles 1
Article updateGigaDevice's 25% SKU Price Alert: Which Memory Shortages Are Real, and Which Are Sentiment

AI is siphoning advanced capacity, so Samsung, SK Hynix and Micron are retiring legacy DDR4 and 2D SLC NAND — and GigaDevice is absorbing the overflow. But the price move is sharply differentiated: SLC NAND is genuinely short, automotive NOR is structurally tight, and general DRAM and MCU are mostly sentiment.

View part details
2 updates