Component price adjustments and phase-outs can affect procurement costs, sourcing options and production planning. The extent of that impact depends on the affected part numbers, purchasing terms, inventory coverage and availability of qualified alternatives.
Briocean's September 2026 Monthly Market Research Report highlights three areas for procurement teams to review: repeated price adjustments, selected MLCC phase-outs and capacity expansion plans. Each has different implications for BOM costs and upcoming supply requirements.
Click the Download button for the full report.
Selected NXP part numbers rose by about 10% from 28 September 2026, while Texas Instruments issued its third price-adjustment notice this year. Renesas's revised pricing takes effect on 1 January 2027.
Materials, manufacturing, energy and logistics costs feature among the stated drivers. Where affected components require replenishment at higher prices, manufacturers may need to revise build-cost estimates, particularly for programmes with fixed customer pricing.
| Potential Exposure | Possible Business Implication | What to Review |
| Affected analog, embedded and power components | Higher replenishment costs may affect programme margins. | MPN-level pricing, contract coverage and remaining demand. |
Affected AMD AI accelerators, consumer GPUs and motherboard chipsets | Reported Q4 increases of approximately 10% may affect build costs. | Supplier confirmation, quotation validity and committed quantities. |
| Critical parts with limited qualified alternatives | Fewer options may constrain responses to pricing or delivery changes. | Confirmed delivery coverage and alternative qualification status. |
Procurement Consideration: Assess cost exposure using affected-part spend and quantities outside existing price protection. Where suppliers confirm pricing and delivery, compare the potential savings from earlier purchasing with inventory carrying costs and demand certainty.
Murata's announced phase-out covers selected MPNs across nine MLCC series, with final shipments scheduled for March 2029.
For programmes using affected parts, transition planning depends on the remaining product lifecycle and replacement qualification requirements. Testing, engineering approval and customer acceptance may influence when an alternative can enter production. This is particularly relevant for long-life products and designs with only one approved source.
Procurement consideration: Review affected MPNs against the next 6–9 months of demand and longer-term product and service commitments. Establish qualification timelines and assess any last-time-buy requirement using forecast demand and usable inventory.
TSMC's 2026 capital expenditure plan stands at USD 60–64 billion, while Hua Hong announced a USD 6.95 billion Wuxi Phase III project. Broadcom’s fiscal Q3 AI semiconductor revenue rose 221% year on year to USD 16.7 billion.
These developments reflect manufacturing investment and AI-related demand growth. Their implications for individual component availability depend on manufacturing processes, product qualification and production schedules.
Procurement consideration: Evaluate expansion plans alongside confirmed availability and committed delivery dates. Where existing supply coverage does not meet production requirements, review alternative sourcing options before adjusting purchasing schedules or inventory levels.
For upcoming production requirements, review affected MPNs alongside quotation validity, price protection and confirmed delivery coverage. Where gaps remain, assess sourcing options and alternative qualification requirements.
For longer-term planning, align inventory levels and 2027 cost assumptions with forecast demand, confirmed pricing and replenishment lead times.
The manufacturer-specific scope, pricing dates and phase-out milestones provide the detail needed to apply these considerations to your BOM. The complete September report brings these updates together with the wider economic, end-market and memory trends shaping procurement conditions.
Explore Briocean's September 2026 Monthly Market Research Report, covering:
✅ Macroeconomic Environment — policy developments, trade conditions and key economic indicators
✅ Semiconductor Industry Updates — manufacturer pricing, product phase-outs and foundry capacity developments
✅ End-Market Updates — AI, automotive, medical, robotics and industrial developments
✅ Memory Market Trends — DRAM and NAND market dynamics, with selected spot-price comparisons by category and brand
👉 Click the Download button for the full report.
📧 For sourcing enquiries: marketing@briocean.com
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