HTV Alter Technology's Klaudia Cyzio on component shortages and grey market

What happened

In an interview published by Evertiq on November 13, 2026, conducted during Evertiq Expo 2026 in Warsaw, Klaudia Cyzio of HTV Alter Technology said the semiconductor market remains challenging: the AI boom is driving significant demand for semiconductor components and is one of the main factors affecting component availability, with 'a lot of allocations' making it difficult for manufacturers to procure parts from original sources. As sourcing through official distribution channels becomes increasingly difficult, some companies are turning to brokers and the so-called grey market, which carries additional risks: parts obtained this way are often no longer solderable or are fake, and discovering counterfeit or defective parts at a late production stage can result in additional costs and delays. Cyzio also said that over the past year the company expanded its capabilities in long-term storage and preservation of components, supporting storage for several decades and offering re-tinning or reballing for improperly stored parts. She advised manufacturers to plan purchases well in advance, including last-time buys, and highlighted the growing need to detect counterfeit components and verify grey-market parts.

Impact and signal

Affected components and suppliers

Source and time

Source: Evertiq · 11/13/2026 · View original source