📊Executive Summary

The Q2 2025 Electronic Component Lead Time Report indicates that while the semiconductor market has stabilized, there are emerging complexities driven by AI demand and geopolitical tensions. Most electronic component lead times and prices have normalized, but segments related to AI and high-performance computing are experiencing longer lead times and higher prices. Tariff-related disruptions are affecting components sourced from China, with companies like Kemet/Yageo and Kyocera AVX projecting increased lead times in Q3. Over 60% of firms are reconfiguring supply chains to mitigate tariff exposure, highlighting the need for procurement leaders to navigate these uncertainties effectively....