SEMCO Raises Q4 MLCC OEM Prices: What Electronics Buyers Should Review Before 4Q26
Samsung Electro-Mechanics has raised 4Q26 MLCC pricing for OEM and ODM customers, with TrendForce citing average increases of 25–30% for consumer-grade X5R and 10–20% for high-end X6S. Buyers should review high-capacitance MLCC exposure, but avoid generalizing the move to every supplier or semiconductor category.
Analog Devices Posts $4.02B Quarter as Industrial and Automotive Demand Broadens
Analog Devices reported fiscal Q3 revenue of $4.02 billion and guided to about $4.3 billion next quarter, signaling continued strength across analog, power, industrial and automotive demand.
South Korea Launches KRW 5 Trillion Chip Fund: Supply-Chain Notes for Electronics Buyers
South Korea plans a KRW 5 trillion semiconductor fund for materials, parts, equipment and fabless companies, plus another KRW 5 trillion in trade finance for export-oriented suppliers.
U.S. Backs Seven Semiconductor R&D Projects with $874M: RFQ Notes for Electronics Buyers
The U.S. Commerce Department signed letters of intent for up to $874 million across seven semiconductor R&D projects covering co-packaged optics, advanced packaging equipment, new memory architectures, low-power computing materials and counterfeit-component detection.
Kumamoto Earthquake Disrupts Japan Semiconductor Production: RFQ Notes for Electronics Buyers
A magnitude 7.1 earthquake in Kumamoto forced temporary shutdowns or safety inspections at Sony, Renesas, Tokyo Electron and other manufacturing sites, while TSMC’s JASM began a gradual restart. Buyers should monitor recovery before assuming a broad shortage.
CXMT Lists on Shanghai STAR Market in Landmark DRAM IPO: Supply-Chain Notes for Electronics Buyers
CXMT began trading on Shanghai’s STAR Market after raising RMB 57.9 billion. The listing supports DRAM technology upgrades, R&D and wafer-line expansion, but buyers should not treat it as an immediate price or availability signal.