How Deglobalization Boosts China’s Position in Legacy Chips
Tariffs, export controls, stimulus efforts, reshoring, and nearshoring—all these efforts have one common goal: deglobalizing electronics production to reduce dependence on foreign trade—specifically...
View ArticleAs Inventory Indigestion Abates, Buyer Heartburn Rises
During the past two years, the enormous buildup of excess inventory has been prevalent in the electronics component market. However, the latest signs from the Commodity IQ Inventory Index and the...
View ArticleSamsung Workers Launch Indefinite Strike: How Will This Affect Global Supply...
On July 10, after a three-day work stoppage, the National Samsung Electronics Union (NSEU) called on its 31,000 members to join an indefinite strike of the electronics giant’s semiconductor...
View ArticleMemory Price Index Hits Four-and-a-Half Year High
The Commodity IQ Price Index for memory surged again in May, as booming demand and constrained supply of artificial intelligence (AI) memory chips boosted the reading to a four-and-a-half-year high....
View ArticleCommodity IQ Demand Index Drops to 2024 Low as Prices Remain Inflated
The Commodity IQ Demand Index for all components tracked by Supplyframe fell to its lowest level for the entire year in June, reflecting the slow pace of end-market demand outside of the AI and a...
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Japan Quake Imparts Minimal Damage, This Time…
The recent 7.1 magnitude earthquake struck Japan, causing only minor electronics production and logistics disruptions. However, the event spurred concerns over the potential impact that a larger quake...
View ArticleAnalysis Reveals August Rebound in Electronics Demand
August is shaping up to be a turning point in the trajectory of the global electronics industry, with industry reports bolstering Supplyframe’s expectation that the month will deliver a marked shift in...
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Mainly Favorable Procurement Conditions Persist on Still-Tepid Demand Momentum
The electronics supply chain has made significant progress in 2024, with massive global electronic component inventory levels normalizing and supply-demand balance across most commodities contributing...
View ArticleSouth Korean Labor Woes Spur Fears of Further Advanced Memory Supply Constraints
Squeezed by the booming demand and limited labor availability, South Korea’s leading semiconductor makers are facing daunting challenges in ramping up the production of advanced memories. HBM Demand...
View ArticleA Ban Too Far? Proposed U.S. Prohibitions on Chinese Auto Hardware Face...
td {border: 1px solid #cccccc;}br {mso-data-placement:same-cell;}The U.S. Department of Commerce’s proposed ban on Chinese hardware in automobiles is likely to face daunting implementation obstacles...
View ArticlePC Market Rebound Falls Short in 2024
Global PC shipment growth is failing to meet expectations in 2024, with disappointing uptake of AI-enabled PCs in Q3 potentially leading to more favorable purchasing conditions. According to market...
View ArticleRecord SK Hynix Earnings Show How the AI Boom is Reshaping Electronics Supply...
The year 2024 will go down as one of the most schismatic periods in the history of the electronics supply chain, with the combination of the ongoing AI boom and weak demand from most other sectors...
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