About ComponentNews

Weekly intelligence for the electronic components supply chain

What We Publish

ComponentNews delivers weekly and daily intelligence reports covering the global electronic components supply chain. Each report tracks freight rates, commodity prices, component shortages, trade policy, geopolitical risks, and macroeconomic indicators that directly impact component procurement.

Editorial Standards

• Every claim is cited. Each factual statement links to a specific source with an exact publication date (day-month-year). No undated, vague, or anonymous sourcing.
• Sources must be published during the reporting window. We do not cite articles published before or after the reporting period. Pre-window institutional data must be labeled as such.
• No Wikipedia, social media, or undated content. All sources must be professional news outlets, government agencies, industry bodies, or manufacturer newsrooms.
• Every URL is verified. Our automated fact-checking pipeline fetches each cited URL, extracts the publication date from page metadata, and rejects sources that are dead (404), undated, or outside the date window.
• Bad sources are replaced, not deleted. When a citation fails verification, our system searches for a real source covering the same event rather than removing the news item. Real news is never omitted because of a bad link.

Methodology

Reports are generated through a multi-stage pipeline:

• Research: Source-specific web searches across 80+ named outlets, manufacturer newsrooms, and government sources. Each source is searched individually — no generic keyword searches.
• Compilation: Research is compiled into structured JSON following a canonical schema with 13 sections. Every section must have content or an explicit explanation for why data is unavailable.
• Fact-checking: Every reference URL is fetched and its publication date verified against the reporting window. Vague dates, dead links, and banned domains are automatically rejected.
• Healing: Failed references trigger an automatic search for replacement sources covering the same news event.
• Ranking: Items within each section are ranked by importance — severity for shortages, price impact for materials, frequency of coverage for highlights.
• Weekly synthesis: Daily reports are rolled up into a weekly summary that deduplicates, synthesizes narrative arcs, and caps section sizes to prevent repetition.

Source List

We monitor 80+ sources across 7 research domains:

Ocean Freight & Shipping 19 sources

Components & Semiconductors 28 sources

Trade Policy 32 sources

Geopolitical 21 sources

Materials & Commodities 15 sources

Macro & Demand 25 sources

Publication Schedule

• Daily Intelligence Recap: Published at 12:01 AM Pacific, covering the previous day's news.
• Weekly Intelligence Report: Finalized Sunday at 3:00 AM Pacific, synthesizing the full week's daily reports into a comprehensive analysis with shipping, currency, materials, and shortage data.

Publisher

ComponentNews is published by Mike Glenn through Devion LLC. For inquiries, corrections, or source suggestions, contact us at the email listed on our main site.

Validation Pipeline

Every report passes through an automated validation pipeline before publication:

• Date verification: Each URL is fetched and its publication date extracted from HTML meta tags, Open Graph data, or URL path patterns.
• Window enforcement: Sources published outside the reporting window are rejected. Post-window and pre-window dates are hard failures.
• Domain filtering: Wikipedia, social media, and other unreliable domains are automatically blocked.
• Section completeness: The insert pipeline warns if any section is empty without an explicit reason.
• Importance ranking: All sections are sorted by impact — severity, price movement, or coverage frequency.