Monthly Market Insights - November 2025 - Flipbook - Page 3
Talk of ADI 15% Price Hike Gains Momentum Amid
Market Buzz
Market discussions indicate that Analog Devices Inc. (ADI) may
implement a 15% price adjustment across its full product range
from mid-December, with military-grade lines potentially seeing
increases of up to 30%. Formal notifications are expected around
mid-November. Industry contacts cite strong industrial and
automotive demand alongside tightening channel inventories
as key drivers. While some distributors continue to offer
selective discounts, others are bracing for cost escalations. If
implemented, the adjustment could affect both new and intransit inventory, prompting strategic stocking and proactive
supply planning across the channel.
Procurement Signals Point to Extended Lead Times on Key
Infineon Components
Industry sources indicate that Infineon lead times are
lengthening significantly, particularly for part numbers
beginning with BSS, BSC, IAU, IMW, IMZ, IPG, and BTS, as surging
AI-related demand continues to strain power and storage IC
capacity. While official vendor data still lists roughly 12-week
timelines, distributor analyses via EBV suggest confirmed
delivery schedules extending to as much as 40 - 52 weeks for
several product lines. Spot checks have revealed discrepancies
between published and actual lead times, signaling tightening
supply conditions as AI applications increasingly occupy
available manufacturing capacity.
Disclaimer: The information provided is based on unverified
market sources and is shared for reference only. Rebound
Electronics accepts no responsibility for any decisions or losses
arising from its use.
Nexperia Reinforces Its Commitment to Supply-Chain
Security and European Manufacturing
Nexperia became the focus of renewed geopolitical attention
in October as Dutch authorities increased oversight of the
company’s operations, citing national-security considerations
tied to its Chinese ownership. Reuters reported that these
developments have raised concerns among European and
U.S. automakers over potential disruptions in automotive
semiconductor supply. Despite the pressure, Nexperia
emphasized its essential role in Europe’s industrial and
automotive ecosystem, reaffirming its compliance with all
regulatory frameworks. Analysts noted that this episode
highlights how even firms specializing in discrete and power
semiconductors have become strategically significant within
the broader context of technological sovereignty and supplychain diversification.
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