Tariffs + Trade Wars
As reciprocal tariffs settle and the November 2025 U.S.–China updates take effect, we are seeing the most stable conditions of 2025, while remaining well above pre-2025 levels.
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Market Trends
Distributors are reporting a higher frequency of confirmed dates extending beyond stated lead times, along with reduced success in securing expedites. Manufacturers are prioritizing capacity toward high-demand technologies, like those used in AI applications.
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