Here’s a quick look at what’s happening across the industry and some exciting updates from the SEACOMP team over the last few months.

Navigating the Tariff Landscape

Tariffs continue to be one of the most closely watched topics in electronics manufacturing and with good reason. The ongoing trade policy shifts between the U.S. and its major trading partners are creating real pricing pressure and procurement uncertainty across the industry.

For brands importing finished goods into the US, the current tariff situation means higher landed costs, longer planning horizons, and in some cases, re-evaluating your product’s supply chain. This environment makes it essential to have a partner who truly understands global trade and can pivot your production without sacrificing quality or hitting your speed-to-market.

The good news is that SEACOMP is uniquely positioned to help you adapt. With both overseas and nearshore manufacturing facilities, we guide customers through strategic options every day. Whether it's shifting production, optimizing your sourcing strategies, or scenario planning for potential tariff outcomes - we’re here to help. Reach out to us to discuss your product’s manufacturing strategy.

Lead Times & Pricing: What the Supply Data Really Means

Mid-2026 is shaping up to be less about 'stabilization' and more about fabrication capacity in the component market. Our internal data confirms an important idea: you have to design for the supply chain. This means evaluating your BOM and making decisions on components not just on price but on lead time too.

While we are keeping an eye on all component categories, here are 2 that are especially facing supply chain challenges:

  • Discretes (Diodes, MOSFETs, Rectifiers): Across the board, discrete semiconductor lead times are sitting between 16 and 52 weeks, with MOSFETs pushing the upper limit (30 – 52 weeks). The trend shows that lead times are increasing, and so are prices.
  • Memory (Modules, SSDs, Flash): Memory supply is still tight, with long lead times ranging from 26 to 52 weeks depending on the type and supplier. We’re seeing upward pricing trends on DRAM, NAND Flash, NOR Flash, Memory Modules, and SSDs from most major manufacturers.

We are tracking this market through our supplier network. Let us help you navigate this by making sure your component choices keep your BOM costs and product timeline realistic.

Texas Instruments to Acquire Silicon Labs for $7.5B: What It Means for You

TI's move to buy Silicon Labs is a huge move in the IoT world. By grabbing SiLabs’ specialized wireless portfolio, TI is setting itself up to be the dominant player in the smart home and industrial connectivity markets.

For context: SiLabs has been a key player in wireless connectivity — specifically Zigbee, Z-Wave, Bluetooth, and Wi-Fi SoCs used heavily in IoT and smart home applications. TI, meanwhile, brings dominant scale in analog, embedded processing, and a massive direct sales and distribution network.

The Bottom Line for Your Roadmap: While this will be 'business as usual' for a while as the deal closes, the long-term outlook requires action. If you rely on SiLabs wireless components, you need to watch for product changes, discontinued SKUs, and shifts in component support and distribution. We are proactively tracking these developments and are ready to advise you on your next steps.

Welcome, Ryan Blanchette — Our New VP of Supply Chain

We are thrilled to welcome Ryan Blanchette as our Vice President of Supply Chain. Ryan isn't new to complexity; he brings deep, global experience leading supply chains across the electronics, automotive, and telecommunications sectors. He joined us in March and is already working to strengthen our operations across our U.S. headquarters and our factories in China and Mexico.

Kickstarter Relaunches Partner Program

We’re proud to continue our partnership with Kickstarter in their newly relaunched partner program. Being featured in their directory means we remain a recommended Electronic Manufacturing Service (EMS) provider for the product creators and hardware entrepreneurs who are bringing their most ambitious ideas to life on the platform.