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Origin Sourcingチームが提供する、電子部品に関する分析、市場動向と現場の知見：部品不足、アロケーション、製品寿命および生産終了、メモリ、MLCC、品質、交渉
Component End of Life Notification: What Long-Lifecycle Equipment Misses
Component end of life notification for long-lifecycle equipment: how to read the notice, size a last time buy, and manage EOL obsolescence before the deadline passes.
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Samsung MLCC Lead Times Hit 61 Weeks: What Buyers Must Do Now
Samsung MLCC lead times hit 61 weeks as AI-server demand surges. See what buyers must do now to secure 2027 supply before costs climb further.
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Memory Suppliers Lock 70% of Capacity: What It Means for OEMs
Memory suppliers lock up 70% of DRAM/NAND capacity through 2028. Learn why OEMs face allocation risk and how to plan procurement now.
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Semiconductor Supply Risk & OEM Production Continuity: Dual Sourcing Limits
Semiconductor supply risk & OEM production continuity: discover why dual sourcing semiconductors has limits and how chip allocation 2026 drives microcontroller shortage in industrial lines.
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DRAM Shortage 2026: Prices Up 444%, No Relief Before 2028
DRAM Shortage 2026: prices up 444% in 14 months, no relief before 2028. Learn why AI demand is driving the crunch and how OEMs should plan procurement now.
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Samsung 2027 Memory: 80% Locked, What's Left for OEM Buyers?
Samsung may lock 80% of 2027 memory output for hyperscalers. Discover what's left for OEM buyers and how to plan procurement before allocation closes.
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Electronic Component Allocation Production Line Stoppage Cost: 6 Channels to Add Up
Line down over a cent-part MLCC? See how electronic component allocation production line stoppage cost stacks up across 6 channels—and what to do about it.
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Semiconductor Equipment Lead Times Hit 40 Months: What It Means for OEMs
Semiconductor equipment lead times hit 40 months—discover what's driving the shortage and how OEMs can protect their supply chain in 2026.
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Power Semiconductor Shortage 2026: Why AI Hits Industrial Buyers
Power semiconductor shortage 2026: why AI data centers drive multi-year tightness and what industrial buyers must do now to secure supply through 2027.
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HBM4 DRAM Shortage 2026: Samsung, SK Hynix Stock Under 10 Days
HBM4 DRAM shortage 2026: Samsung and SK Hynix stock drops below 10 days. Discover what's driving it and how to protect your supply chain in 2027.
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Micron Says DRAM and NAND Shortage Won't End Before 2028
Micron warns the DRAM and NAND shortage won't ease before 2028 — see why new cleanrooms can't close the gap and what procurement teams should do now.
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AI Chip Test Capacity Lock-In: Why Sigurd's 1-Year Deals Hit Buyers
Why are AI chip buyers locking in Sigurd's test capacity for 1+ years? See what HBM, GPU and ASIC customers are paying to secure slots in October 2026.
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Origin Sourcingブログの内容は？
電子部品に関する分析、市場動向と現場の知見を掲載しています。供給不足、アロケーション、製品寿命および生産終了した部品、メモリ、MLCC、半導体、品質、国際交渉などです。
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Origin Sourcingのチームです。40年にわたる電子部品市場での経験と、7回の大きな供給不足を踏まえた内容です。
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