Discretes
Power discretes, MOSFETs, IGBTs, diodes, small-signal transistors.
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 discretes and switching diodes sit at up to 52 weeks. The Nexperia ownership dispute took a plant shipping tens of billions of units a year partially out of normal channels, forcing broad requalification. Gallium exposure (GaN) and packaging capacity in Malaysia and China add structural tightness beneath the event-driven disruption.
Single-supplier event
A disruption at one dominant supplier (plant outage, trade dispute, ownership fight) that moves a whole category — e.g. the Nexperia dispute disrupting automotive discretes.Sourceability: Export controls on Nexperia fuel semiconductor supply chain risk (2025-10)
China export controls
China's export controls on gallium, germanium, antimony and superhard materials hit GaN/SiC power devices, LEDs and IR optics. The suspension of bans on US-bound exports runs only to Nov 27, 2026.Pillsbury: China suspends export controls on certain critical minerals (2025-11)
Backend capacity (MY/PH)
Assembly, test and packaging concentrate in Taiwan, China, Malaysia (~10–13% of OSAT) and the Philippines; backend congestion shows up as lead-time stretch even when wafers are available.AnySilicon: OSAT locations (2025)
Analyst read as of July 2026. Facts cited via the driver tags above; the interpretation is the analyst's own.
Subcategories, July 2026
| Subcategory | Status | Lead time | Trend | Pricing | Note |
|---|---|---|---|---|---|
| MOSFETs | 4 · Critical | 27–52 wks | rising | rising | Low-voltage MOSFETs extended across suppliers. |
| IGBTs | 3 · Alert | 27–32 wks | steady | rising | Long but stable; pricing still firming. |
Month by month
- Jul 20264 · CriticalWatch in January, critical by March, held critical through July.
- Jun 20264 · CriticalMOSFETs and IGBTs tightening; held critical.
- May 20264 · CriticalDiscrete power stretching.
- Apr 20264 · CriticalPower discretes and switching diodes at 52 weeks — refresh assumptions if these sit on a critical BOM path.
- Mar 20264 · CriticalPower discretes extending to 52 weeks; plant export issue driving broad extension across low-voltage, high-voltage, bipolar segments.
- Feb 20262 · WatchWatch for extended lead times on low-voltage MOSFETs.
- Jan 20262 · WatchWatch: extended lead times emerging on low-voltage MOSFETs.
- Dec 20253 · AlertStretching: supplier lead times for MOSFETs and rectifiers extending up to 52 weeks even where pricing appears flat.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Jul 2026 | 4 · Critical | 20–52 wks | — |
| Jun 2026 | 4 · Critical | 20–52 wks | — |
| May 2026 | 4 · Critical | 20–52 wks | — |
| Apr 2026 | 4 · Critical | 26–52 wks | — |
| Mar 2026 | 4 · Critical | 26–52 wks | — |
| Feb 2026 | 2 · Watch | — | — |
| Jan 2026 | 2 · Watch | — | — |
| Dec 2025 | 3 · Alert | 20–52 wks | — |
Latest reading synthesized from: Avnet Abacus Lead-Time Guide · Future Electronics Market Conditions Report · TTI Lead Time Trends — see methodology.