By Jonathan Cassell With the new year upon us, Supplyframe has identified four critical trends that may shape electronic component…
Author: Jonathan Cassell
Nexperia’s Discrete Disruption Compounds Automotive Supply Chain Woes
By Jonathan Cassell It has only been slightly more than one year since the automotive supply chain finally emerged from…
Tepid PC Sales Growth Leads to Flat to Decreasing Prices for Components in October
Buyers should lock in low costs by signing fixed-price contracts with suppliers for PC components now in advance of potential price increases in December.
AI Boom Continues to Drive Semiconductor Industry Growth in 2025 – But is a Slowdown Afoot?
The potential demand slowdown may give a glimmer of hope that supplies of key AI-related components will loosen up, resulting in improved availability and pricing.
Commodity IQ Lead Time and Inventory Indexes Both Set to Rise in Q3
The Supplyframe Commodity IQ Lead Time and Inventory Indexes are both expected to rise in Q3, reflecting the ongoing decoupling of supply chains from China.
Smartphone Outlook Dims in 2025 as Tariffs Take a Toll on Demand and Lead Times
By Jonathan Cassell, Lead Analyst at Supplyframe Commodity IQ The smartphone market began 2025 on a promising note, with hopes…