We are currently tracking parts that might experience shortages and delays in the following areas:
- Due to significant price increases in raw tantalum, there has been heightened open market activity with OEMs and CEMs looking for cost-savings opportunities on tantalum capacitors.
- We are still tracking spot shortages on some Pulse Engineering transformer modules. However, shortages are not widespread, as Pulse is delivering some customer orders while pushing out deliveries to others on the same devices.
- Demand, although still active, appears to have stabilized on military diodes and connectivity devices. Lead times are still extended, but most builds have been scheduled factoring in longer lead times.
- July and August are traditionally slow months for IC activity. However, after a flat spring, activity in July was better than expected and demand continues into August.