行业洞察
半导体供应链洞察
面向 OEM 与 EMS 采购团队的短缺预警、交期动态与寻源指引。
以下内容目前以英文发布，中文版本将陆续补充。
Shortage Alert2026-04-25Featured
RF Front-End Shortage Watch: Skyworks & Qorvo Parts
RF front-end modules from Skyworks and Qorvo are showing persistent allocation pressure across Wi-Fi and gateway demand cycles. This alert summarizes where shortage risk is rising and what sourcing teams should prepare.
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Lead-Time Watch2026-04-25
FPGA Sourcing Guide: Xilinx and Altera Shortage Components
FPGA sourcing risk remains elevated where programs are tightly coupled to validated device families. This guide outlines lead-time watch signals and sourcing choices for Xilinx and Altera focused designs.
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Ethernet PHY Supply Notes: Marvell and Broadcom Parts
Ethernet controller and switch components remain exposed to cyclical demand from server gateway and industrial upgrades. These notes track supply posture for Marvell and Broadcom-linked lines.
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