2025-11-04
Electronics Supply Chain Insights | November 2025
Global semiconductor market enters AI-driven "super cycle," with 2025 sales set to surpass $800B. Memory chips lead the surge, with DDR5 contract prices rising 18-23% and the memory market projected to hit $300B by 2027.AI data centers are accelerating the shift from HDDs to high-capacity SSDs, while HBM chip shortages are expected to last until 2027. Samsung and SK Hynix have raised memory chip prices by up to 30%, with Intel increasing mid-range CPU prices by 20%.Driven by massive cloud provid
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