White Horse Laboratories: спрос на память и FPGA растет, но риски качества сохраняются в блоках питания

Insights from White Horse Laboratories, July 2026 White Horse Laboratories, as an independent third-party testing laboratory for electronic components, uses real monthly test data to identify supply chain signals that deserve closer attention. July’s results point to a market in which demand remains strong across both high-performance computing and industrial electronics, while quality risks continue to surface in specific power-related and control-related categories. Market / Testing Overview July’s incoming samples were led by memory devices, followed by FPGA, capacitors, diodes, MOSFETs, and power management components. This mix reflects two parallel demand drivers. On one side, memory and programmable logic remain closely tied to AI, data-intensive processing, and other high-performance computing applications. On the other, power and supporting analog devices continue to play a central role in industrial systems, automotive electronics, and embedded applications. What stands out in this month’s data is not only which device groups were most frequently tested, but what that says about the market. Customers are continuing to prioritize verification for parts that sit at the center of performance, stability, and system reliability. In other words, the focus remains on components where a quality issue can have consequences well beyond the part itself. Service Type Trends External visual inspection remained the largest share of requested services in July, but the overall testing mix shows that customers are clearly looking beyond first-level screening. Functional testing and X-ray inspection continued to hold a strong position, while decap and die analysis together with solderability testing accounted for a significant share of deeper verification work. This structure suggests a continuing shift in customer priorities. Companies are not only trying to identify obvious visual defects or counterfeit warning signs. They also want stronger confidence in internal construction, electrical behavior, and assembly reliability before components move further into production. The message from the service mix is clear: surface-level checks are still important, but they are no longer viewed as sufficient on their own. Device Category Insights The breakdown of tested devices by major manufacturers adds another layer of insight. Texas Instruments and Analog Devices were strongly represented in power management, regulators, switches, and related analog categories. onsemi and Nexperia showed stronger concentration in diodes and MOSFETs, reinforcing the continuing importance of power semiconductors in the current sample mix. AMD appeared more prominently in FPGA, CPLD, and SoC-related categories, while Micron remained closely associated with memory-focused testing. Taken together, these patterns show that July demand was not driven by a single application segment. Instead, the testing profile reflects simultaneous pressure in high-performance computing, power conversion, and control-oriented applications. That combination helps explain why both advanced logic devices and more traditional power-related components continue to demand close quality attention. Failure Trends July’s non-acceptable findings highlight why power-related and control-related components still warrant caution. Processors, fuses, AC/DC converters, switches, filters, and other supporting components appeared prominently in the monthly device failure ranking. These are not niche parts. They are often positioned in critical operating paths, where inconsistency or failure can affect board-level or system-level performance rather than a single isolated function. The failure-by-test ranking reinforces the same point from a different angle. Memory module functional testing showed the strongest concentration of non-acceptable outcomes, followed by deeper functional checks such as JTAG and DPT-related testing. PTPR and CVPD testing, DC parametric evaluation, and electrical testing across temperature ranges also remained important sources of failures. This indicates that many risks do not become visible until components are tested under realistic operating conditions, deeper logic validation, or application-relevant stress scenarios. One of the clearest messages from July’s data is that failure risk is not limited to one device family. High-demand processors and power-conversion components still face pressure at the batch-consistency level, while crystals, filters, and other passive or supporting components also showed failure cases. Even when parts come from recognized brands, targeted sampling remains justified in specific use cases. Manufacturer Dynamics From a volume perspective, Texas Instruments, Analog Devices, and Micron remained the most prominent manufacturers in July’s incoming test mix, with AMD, onsemi, Nexperia, and several other global suppliers also well represented. This is an important pattern in itself. Testing demand continues to center on mainstream manufacturers, not obscure sources. That means quality verification is not simply a response to unknown channels. It is also a necessary safeguard for widely used parts that move through complex distribution networks and high-demand markets. The monthly failure-by-manufacturer ranking should be interpreted with care, since it reflects only the non-acceptable samples received and tested during the month rather than the overall quality performance of any brand. Even so, the appearance of manufacturers such as Intersil, Panjit International, u-blox, ALLEGRO, and Skyworks in the ranking underscores the need for continued scrutiny when sourcing components for demanding applications. Results Summary Overall, July’s results indicate that most tested samples met acceptance criteria, which suggests that baseline incoming quality remained broadly stable. At the same time, a meaningful minority of samples were classified as non-acceptable. That balance matters. It shows that while the broader environment remains manageable, meaningful pockets of risk are still active, especially in categories tied to power conversion, control, and performance-sensitive operation. For procurement and quality teams, the practical implication is straightforward. A stronger verification strategy remains worthwhile not only for unfamiliar sourcing channels, but also for established component types and well-known brands. Batch-level variation, hidden reliability issues, and application-specific weaknesses can still emerge unless they are screened with the appropriate testing depth. Closing Perspective In July, the strongest quality signals came not from exotic devices, but from widely deployed components that support power, control, and computing functions across modern electronics. Memory and FPGA remain central to AI and high-performance computing demand, while power-related and analog components continue to underpin industrial, automotive, and embedded systems. As these demand streams remain active, comprehensive quality verification is becoming an increasingly important part of supply chain risk control. White Horse Laboratories will continue to use real testing data to help customers identify potential quality issues earlier, strengthen incoming inspection strategies, and make more confident sourcing decisions in a changing semiconductor market.