Pulse / Trends / Analog & Power Management
Analog & Power Management
Analog ICs, power management ICs, converters, regulators, gate drivers.
Lead-time range, Dec 2025 – Jul 2026
- 1March 15, 2026 — China State Council Order No. 834: unified countermeasures framework.Permanent legal machinery for supply-chain countermeasures — escalation can now move faster in future disputes.source
Monthly status
Why it's moving
Power-stage demand from AI datacenters (multiphase controllers, VRMs, gate drivers) is pulling hard on mature-node foundry capacity concentrated at TSMC and peers. Broad-line analog remains available, but power management is on selective allocation with pricing pressure — the split inside the category is widening.
AI demand pull
AI infrastructure build-out is absorbing wafer capacity and components — HBM output displaces commodity DRAM/NAND, and AI servers pull power ICs, MLCCs, high-speed interconnect and optical modules.Avnet: The 2026 memory shortage and the AI supercycle (2026-01)
Taiwan concentration
TSMC holds roughly 70% of global foundry revenue, and Taiwan dominates advanced packaging and ABF substrates — a structural single-region exposure for logic, analog and FPGA supply.Focus Taiwan: TSMC foundry market share (2026-03)
Analyst read as of July 2026. Facts cited via the driver tags above; the interpretation is the analyst's own.
Month by month
- Jul 20263 · AlertWatch most of the year, climbed into alert in June and held.
- Jun 20263 · AlertClimbed into alert in June; power management on selective pressure.
- May 20262 · WatchAnalog mixed, pricing pressure.
- Apr 20262 · WatchPower tightening while broad analog holds.
- Mar 20262 · WatchPower stage pressure building — designs starting today need to account for it.
- Feb 20262 · WatchStandard analog and batteries stable.
- Jan 20262 · WatchLargely steady.
- Dec 20251 · StableBroad stability: stable lead times and horizontal pricing trends.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Jul 2026 | 3 · Alert | 16–40 wks | — |
| Jun 2026 | 3 · Alert | 14–38 wks | — |
| May 2026 | 2 · Watch | 12–32 wks | — |
| Apr 2026 | 2 · Watch | — | — |
| Mar 2026 | 2 · Watch | — | — |
| Feb 2026 | 2 · Watch | — | — |
| Jan 2026 | 2 · Watch | — | — |
| Dec 2025 | 1 · Stable | — | — |
Latest reading synthesized from: Avnet Abacus Lead-Time Guide · Future Electronics Market Conditions Report · TTI Lead Time Trends — see methodology.