Q2 2026 Market Insights Buyers Guide 1 - Flipbook - Page 5
Lead Times
Memory
Pricing Trend
Trend
Weeks
DRAM
^^
^^
28+
SRAM
^^
18+
Solid State Drives
^^
^^
28+
Sensors
^^
^^
28+
LEDS (Low power)
^^
^^
12 - 18
LEDS (Mid power)
^^
12 - 18
LEDS (High power)
12 - 18
Couplers
^^
18+
Fibre - Optic
^^
18+
Infrared
^^
18+
Other opto
^^
18+
Small signal
^^
^^
28+
RF
^^
^^
28+
Comments
DRAM market remains one of
the tightest semiconductor
segments globally as AI
dominates demand.Pricing will
keep increasing as AI demand
remain strong affecting mostly
DDR4/DDR5 with an increasingly
pressure over to DDR5 as well.
Compared to DRAM/NAND
based products, SRAM is
predictably stable next months
to come. Major risk is related to
Geopolitical situation driving
raw material cost increases
leading to possible upwards
pricing but solely modest.
As the overall NAND market
situation goes up, SSD will
remain highly sensitive too and
unlikely resolving faster than
other technologies.
OPTO
Discrete
Price increases across main
suppliers except Nexperia.
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