2026-02-06
Electronics Supply Chain Insights | February 2026
AI is fueling a semiconductor super cycle, causing widespread price surges and supply shortages. AI server demand for HBM/DRAM exceeds eight times that of traditional servers, driving industry growth. Memory prices are soaring, with server DRAM contract prices projected to jump 60-70% in Q1 2026 and enterprise SSD prices potentially doubling. Foundry, packaging, and component costs are also rising sharply. Supply is heavily skewed toward advanced AI applications, intensifying shortages in mature
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