The Source

Semiconductor supply chains are under pressure from escalating U.S. tariffs and China's tightening grip on critical minerals. The resulting compliance burden and delivery disruptions may hit companies hard—often before they realize they’re at risk.

New Taiwan and U.S. policies are reshaping global semiconductor flows, favoring friend-shoring and reducing reliance on China.

Welcome to Sourceability's Lead Time Report. In the last quarter, we saw continued stabilization, with pricing and lead times largely steady across general-purpose parts. However, AI growth and evolving global tariffs are creating renewed volatility in select categories.