2025-08-07
Electronics Supply Chain Insights | August 2025
The U.S. and EU's new 15% semiconductor tariff is reshaping supply chains. DDR4 supply shortages have driven 8Gb chip prices near $10 due to shifted DDR5/HBM production, while NAND Flash faces 15% price hikes for 512Gb chips and abnormal eMMC pricing. ST bought NXP's MEMS unit for $9.5B, SK Hynix plans to double HBM3E output for NVIDIA, and AMD now holds 40% of server CPU share. GPU markets see NVIDIA's H20 facing million-unit shortages in China and AMD's MI350 prices jumping 70%. Stay ahead wit
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