2026-01-05
Electronics Supply Chain Insights | January 2026
The global semiconductor industry is entering a phase of "chipflation." Fueled by AI demand, major foundries like TSMC and SMIC have begun raising prices. The memory chip shortage is especially acute, with DRAM supply constraints potentially lasting until 2027. HBM capacity is fully booked amid soaring prices, pushing up spot costs for components like DDR5. Analog chip leader ADI and passive component suppliers are also hiking prices due to rising costs. GPU memory shortages are increasing graph
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