Anglia Components, a long-standing independent and authorised electronic components distributor in Europe, has informed customers that the market recovery anticipated in Q4 2025 is now clearly underway.
According to David Pearson, Technical Director at Anglia, enquiry levels are rising and sales activity is increasing across both the UK and the EU. While this renewed momentum is a positive sign, he noted that some suppliers have begun lengthening lead times. Although the impact is not universal, it is already evident in specific segments, including MEMS semiconductor products.
He continues: “In other areas, demand from exploding sectors such as AI data centres means that manufacturers are shifting their product mix to focus on the most lucrative products. Micron, for example is exiting the consumer memory module market and diverting its manufacturing capacity to high bandwidth memory. That’s putting pressure on supplies of DRAM such as DDR memory. Inevitably this is also resulting in price rises. Again, at the moment it’s only in certain sectors, and limited to 3-5%. But watch this space!”
Factoring in the fact that many distributors have slashed inventory, the treble-whammy of increased demand, fewer suppliers and that the excess stock that has been on the shelves for the last two years has now run out, means that Anglia is predicting shortages and lengthening leadtimes.
“We’re not sure exactly when the tipping point will be”, concedes Pearson, “but we are sure it will come. Therefore our strong advice is get scheduled orders in now, before component manufacturers close their books for 2026, as has already happened with one memory supplier.”
Anglia has built a reputation as the ‘kings of inventory’, with stock turns deliberately much lower than the biggest corporate entities, and this is a policy which the company is sticking by. However, markets can change very quickly, especially in a volatile economic climate. “We’re in a better position than our competitors to support customers of all sizes from SMEs to large corporations”, concludes Pearson. “All we are saying is ‘don’t get caught out’ – talk to us now about your requirements for the year ahead and let us ensure that your supply chain is secure.”
