2025-06-13
Electronics Supply Chain Insights | June 2025
WT Microelectronics tops global distributors with $30.17B revenue, while Arrow Electronics drops 15.7%. U.S.-China tariff adjustments ease supply chain strain. Memory markets shift as top makers prioritize HBM, driving DDR4 prices up and HBM3e adoption. Key financials: AMD Q1 net profit +476% (AI boom), ADI auto chips +24%, Microchip cuts prices 30%. Critical shortages: Intel server CPUs and NXP auto MCUs. Industry at turning point - HBM4 to dominate by 2026 (30%+ premium expected).
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