Micro Commercial Components (MCC) Update: May 28, 2026

Current Situation and Key Developments

• Micro Commercial Components (MCC) has paused shipments and transactions to Europe.
• The action is temporary, but there is currently no timeline for resuming shipments.
• This will mostly affect discretes, MOSFETs, and other power devices, which are already constrained by the geopolitical disruptions related to Nexperia and the demand from AI infrastructure.
• Lead times for replacement products are now being quoted at twelve to eighteen weeks.

Recent MCC News

At the beginning of May, Micro Commercial Components (MCC) notified select customers that it had paused shipments and transactions to European customers. The company indicated that the temporary measure is intended to facilitate internal and external audits, ensuring alignment with European Union regulations and avoiding unintended consequences or unnecessary harm to customers and partners.

While MCC emphasized that the action is temporary and expressed its intention to resume shipments as soon as possible, the company has not provided a clear timeline for when shipments to Europe will restart.

End Results

MCC supplies discretes, MOSFETs, and other power devices, categories that have already been experiencing rising demand and tightening availability over the past six months due to Nexperia-related supply disruptions and incremental demand from AI infrastructure. This supply-demand imbalance has increased reliance on open-market sourcing, amplifying volatility.

Figure 1: Open Market Demand Trends – Micro Commercial Components by Part Type

Although MCC continues to ship and accept orders in other regions—and parts can be indirectly imported into Europe via those channels—the loss of direct shipments into the EU represents a meaningful disruption to available inventory. Initially, a one- to two-week delay could have been absorbed by companies maintaining six to eight weeks of buffer stock. However, the disruption has now extended beyond three weeks, eroding those buffers.

At the same time, lead times from alternative suppliers have lengthened due to the same underlying pressures, namely Nexperia constraints and elevated end demand. As a result, the lack of MCC shipments is becoming a growing concern within the industrial sector. In many cases, replacement products are now quoted at twelve- to eighteen-week lead times, well outside typical production planning windows and increasingly misaligned with near-term demand requirements.

We will continue to monitor the situation and share the latest updates as they become available.