Pulse / Trends / Embedded Processing / High End
Embedded Processing / High End
MCUs, MPUs, FPGAs, SoCs and high-end logic.
Lead-time range, Dec 2025 – Oct 2026 Reading the chartsThe shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
The shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
- 1January 15, 2026 — US Section 232 tariff: 25% on advanced logic imports.25% duty on advanced processors above compute/bandwidth thresholds takes effect; pricing pressure and country-of-origin re-engineering.source
Monthly status Status scale1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →
1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →Subcategories, October 2026
| Subcategory | Status | Lead time | Trend | Pricing | Note |
|---|---|---|---|---|---|
| MCUs | 3 · Alert | 18–52 wks | rising | rising | |
| FPGAs / PLDs | 3 · Alert | not reported | rising | rising |
Month by month
- Oct 20263 · AlertHigher-end embedded products remain watch-to-alert.
- Sep 20263 · AlertSelected MCU families at 40 to 52 weeks.
- Aug 20263 · AlertHigh-end embedded is uneven: specific FPGA, SOM and higher-performance MCU families stretch well past 40 weeks.
- Jul 20263 · AlertMCU and FPGA watch became alert in May, held into July.
- Jun 20263 · AlertFPGAs show selected shortages; alert held.
- May 20263 · AlertEmbedded / FPGA at 19 to 52 weeks; watch became alert in May.
- Apr 20262 · WatchHigh-end logic under pressure; commodity logic stable.
- Mar 20262 · WatchDigital categories concentrated pressure; MCU/FPGA watch.
- Feb 20262 · WatchDiscretes & logic stretching; SMA (selective) pricing increases.
- Jan 20262 · WatchMCU and FPGA on watch.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Oct 2026 | 3 · Alert | 18–44 wks | — |
| Sep 2026 | 3 · Alert | 18–44 wks | — |
| Aug 2026 | 3 · Alert | 18–52 wks | — |
| Jul 2026 | 3 · Alert | 19–52 wks | — |
| Jun 2026 | 3 · Alert | 19–52 wks | — |
| May 2026 | 3 · Alert | 19–52 wks | — |
| Apr 2026 | 2 · Watch | — | — |
| Mar 2026 | 2 · Watch | — | — |
| Feb 2026 | 2 · Watch | — | — |
| Jan 2026 | 2 · Watch | — | — |
Latest reading synthesized from: Future Electronics Market Conditions Report · TTI Lead Time Trends · Sourceability Lead Time Report — see methodology.