About ComponentNews
How ComponentNews is researched, checked and published, and where the information comes from.
What we publish
ComponentNews publishes daily and weekly intelligence reports on the global electronic-components supply chain. Each report tracks freight rates, commodity prices, component shortages, lead times, end-of-life notices, trade policy, geopolitical risk and the macro indicators that drive component procurement.
Editorial standards
Every claim is cited
Each factual statement links to a specific source with an exact publication date. No undated, vague or anonymous sourcing.
Sources come from the reporting window
We cite only material published during the period a report covers. Older institutional data is labeled as such.
No Wikipedia, social media or undated pages
Sources must be professional news outlets, government agencies, industry bodies or manufacturer newsrooms.
Every URL is verified
An automated fact-checker opens each cited URL, reads its publication date, and rejects sources that are dead, undated or outside the reporting window.
Bad sources are replaced, not deleted
When a citation fails, the system searches for a real source covering the same event. Real news is never dropped because of a bad link.
Methodology
- Research. Source-specific searches across 80+ named outlets, manufacturer newsrooms and government sources. Each source is searched individually, not with generic keyword searches.
- Compilation. Findings are written into a structured report with a fixed set of sections. A section is either filled or says why data is unavailable.
- Fact-checking. Every reference URL is fetched and its publication date checked against the reporting window. Dead links, vague dates and banned domains are rejected.
- Healing. A failed reference triggers a search for a replacement source covering the same event.
- Ranking. Items in each section are ranked by importance: severity for shortages, price impact for materials, how widely a story is covered for highlights.
- Weekly synthesis. The week’s daily reports are rolled up into a weekly report that removes duplicates, follows each story across the week, and caps section sizes.
Sources
We monitor 80+ named sources across six research areas. Examples from each:
Ocean freight & shipping
Drewry, Freightos, Xeneta, Lloyd’s List, Journal of Commerce, gCaptain, Splash247, The Loadstar, Seatrade Maritime, Container News, Alphaliner, and others.
Components & semiconductors
DigiTimes, TrendForce, EE Times, Tom’s Hardware, Sourceability, SIA, SEMI, Semiconductor Today, manufacturer newsrooms from SK Hynix, Samsung, TSMC, Intel, Micron, Nvidia, Texas Instruments and Infineon, and others.
Trade policy
Reuters, Bloomberg, USTR, the Federal Register, CBP, Congress.gov, the White House, SCMP, law-firm trade alerts from Holland & Knight, WilmerHale, Covington and Duane Morris, and others.
Geopolitics
NPR, CNN, CNBC, Al Jazeera, BBC, Fortune, Foreign Policy, Nikkei Asia, Defense One, The Hill, USNI News, and others.
Materials & commodities
Kitco, Trading Economics, Mining.com, LME, EIA, S&P Global Platts, Ship & Bunker, Fastmarkets, and others.
Macro & demand
ISM, the Federal Reserve, BLS, the Census Bureau, S&P Global PMI, Gartner, IDC, IPC, and others.
Publication schedule
Daily recap
Published early each morning (about 12:01 AM Pacific) and covers the previous day’s news. The emailed daily brief goes out on weekdays.
Weekly report
Finalized Sundays at about 3:00 AM Pacific. It combines the week’s daily recaps and adds shipping, currency, raw-material and shortage tables.
Validation before publishing
- Date verification: each URL is fetched and its publication date read from page metadata, Open Graph data or the URL itself.
- Window enforcement: sources published before or after the reporting window are rejected.
- Domain filtering: Wikipedia, social media and other unreliable domains are blocked.
- Section completeness: publishing flags any section that is empty without a stated reason.
- Consistent units: commodity prices are converted to one unit per material (for example copper in $/lb) before they are charted.
Publisher
ComponentNews is published by Mike Glenn through Devion LLC, PO Box 858, Newport Beach, CA 92661. For questions, corrections or source suggestions, use the Contact page.