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Market Byte 3.17.2026

Pricing is tightening for analog and power ICs, with higher costs expected to flow through distribution channels and downstream electronics markets, particularly for components with AI, industrial, and automotive applications.

Market Byte 3.12.2026

Every type of server commodity will experience increased shortfalls that will inhibit cloud service providers’ abilities to populate new server units.

Market Byte 3.10.2026

Demand for MLCCs in AI servers is projected to be 330% higher in 2030 compared to 2025.

Market Byte 3.5.2026

While production rates for mature logic ICs will increase in small increments throughout the year, there will be very little give in the balance of output to demand, and spot shortages could increase during the year.

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