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The Industry News and Analysis You Need to Know

Resistor Pricing to Climb in Q1 and Q2 2025

The Commodity IQ Demand Index for resistors is projected to increase meaningfully into Q2 2025, recovering from its contraction from Q4 into Q1 2025. Pricing, inevitably, will trend upward with the increased demand. According to the latest Commodity IQ Price Index forecast, resistor prices will increase by 5% between the start and end of Q4. Another 8% increase is estimated to follow quarter-on-quarter in Q2 2025.
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Capacitor Demand Will Inflate

After seasonally low demand, capacitors are set to see sourcing activities rise by upward of 10% sequentially in Q2 2025. Moreover, the Commodity IQ Design Index for capacitors will rebound by 6% in Q2 2025, reaching close to the index baseline, a value no seen since prior to 2019
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Mature-Node Analog ICs Foreseen as Problematic in 2025

According to Supplyframe Commodity IQ analysis, analog ICs (produced on more mature semiconductor process nodes and numbering about 100 per vehicle) are poised to become again supply-constrained for autos as soon as 2025 due to limited production capacity on mature nodes and the expected 20% or more increase in the number of these ICs in automobiles in just a few years. To whit, on increasing automotive power management requirements, power ICs will climb in Q4 after showing weakness and flattening in the previous quarter.
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SiC Power Makers Pivot to China EV Market

STMicroelectronics and ROHM recently entered into partnerships with Chinese EV manufacturers to supply and develop new SiC power MOSFETs. United Automotive Electronic Systems (a tier-one supplier of powertrain and body electronics offerings), Great Wall Motors, and Greely's EV brands are among ROHM's partners. STMicroelectronics and Xindong Semiconductor, the component division of Great Wall Motors, announced in March intentions to secure SiC product supply and further develop SiC power module technologies. According to the Commodity IQ Design Index, power MOSFET engineering design activities in the Asia-Pacific region are at two times the index baseline and forecast to grow by 20% between October and March 2025.
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Record SK Hynix Earnings Show How the AI Boom is Reshaping Electronics Supply Chains

The year 2024 will go down as one of the most schismatic periods in the history of the electronics supply chain, with the combination of the ongoing AI boom and weak demand from most other sectors producing radically different conditions depending on the market.
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South Korean Labor Woes Spur Fears of Further Advanced Memory Supply Constraints

Squeezed by the booming demand and limited labor availability, South Korea’s leading semiconductor makers are facing daunting challenges in ramping up the production of advanced memories.
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