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/Index/Leadtimepulse/MONTHLY COMPONENT LEAD-TIME AND MARKET-STATUS CONSENSUS PANEL
L

MONTHLY COMPONENT LEAD-TIME AND MARKET-STATUS CONSENSUS PANEL

LEADTIMEPULSEManage supplier listing

MONTHLY COMPONENT LEAD-TIME AND MARKET-STATUS CONSENSUS PANEL. The licensable object is the curated judgment layer the curator constructs, not the raw figures: across ~10+ electronics categories and sub-families (DRAM 30–52+ wks, eMMC/SSD 26–52, MOSFETs 27–52, IGBTs 27–32, FPGAs/PLDs 19–52, MLCCs 16–40, tantalum 20–40, plus circuit protection, interconnect, electromechanical, connectivity/sensors, lighting/opto) each monthly edition publishes a 4-level severity index (Stable/Watch/Alert/Critical), a lead-time range, a pricing-direction flag, a cross-source consensus verdict, and named risk drivers (AI demand pull, supplier allocation, Korea/Taiwan/Japan concentration, China export controls, backend capacity in MY/PH, Red Sea logistics, tariff pass-through, metals cost). Underlying lead-time numbers are assembled from third-party distributor and industry sources and probably cannot be re-licensed; a deal must be scoped to the derived severity/consensus/driver layer.

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Leadtimepulse/MONTHLY COMPONENT LEAD-TIME AND MARKET-STATUS CONSENSUS PANEL
SampleCoverage

Sample

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Coverage

Universe, instruments and categories.

Industry
Semiconductors
Instruments
equities
Categories
AlternativeSupply ChainSentiment
Regions
USAPACJapan
Sample tickers
MU000660.KS005930.KSINTCTXNADINXPISTMINFY.SW009150.KS
Dataset card
Type
not stated
Format
Multimodal — a monthly report page per edition plus per-category pages; structured per-category records (severity score, min/max weeks, direction flags, consensus label, driver tags) wrapped in narrative interpretation
Volume
est. ~10 category records plus ~15–20 sub-family records per monthly edition (each a full label tuple), i.e. a few hundred labeled observations across the 7-month run; accompanied by per-category archive pages
Users
None — no registered-user base. This is an openly published monthly report with no account or subscription gate; distribution runs through the curator's LinkedIn audience rather than site logins, so there is no registered-user metric to report.
History
not stated
Update frequency
not stated
Growth
Active — July 2026 edition updated August 5 2026, and the curator publishes interim market-signal updates on a monthly-to-quarterly cadence under the same brand
Launched
est. early 2026 — the July 2026 edition describes 'seven months of lead-time data' with risk building 'since the start of the year', placing the series start in the first quarter of 2026
Delivery
not stated
Entity mapping
not stated
Sample
not stated
Point-in-time
not stated
Licence
not stated

supplier index read from their site

Leadtimepulse has not added their own details yet. Not yet on file:

  • Dataset
  • Data dictionary
  • Coverage
  • Provenance
  • Rights & data handling