2026-11-03
Electronics Supply Chain Insights | November 2026
AI investment keeps driving the supply chain. Q2 foundry revenue hit $96.6B, up 25% YoY, with TSMC at ~42%. Memory shortage runs to 2028; DDR4 costs ~44% more than DDR5, and contracts stretch into the 2030s. Kioxia NAND is sold out through 2027, and NVIDIA faces a 30%–40% LPDDR5X shortfall. Agentic AI is lifting CPU demand, with lead times doubling to 25–30 weeks, and AMD's Venice is sold out for 2027. TI has raised prices three times this year, while onsemi sees AI rack chip content reaching $1
Info
