Despite rising concerns about the longevity of the artificial intelligence boom, recent signs indicate that the AI spending spree is likely to continue and remain the dominant factor driving electronics supply chain dynamics in 2025.
Author: Jonathan Cassell
Inventory Depletion Leaves Electronics Industry Vulnerable to Potential Shortages
By Jonathan Cassell, Lead Analyst of Supplyframe Commodity IQ Global electronic commodity stockpiles fell to a record low level in…
Shifting Tariffs Spur Country-of-Origin Challenges for Electronics Buyers
In reaction to this uncertainty and increase in risk, buyers should strive to improve their agility and adaptability.
Semiconductor déjà vu: Chip industry set to be dominated by AI memory boom again in 2025
By Jonathan Cassell Bifurcation was the word of the year for the semiconductor industry in 2024, as demand soared for…
Smartphone Market’s Generative AI Boom Spurs New Memory Challenge for Buyers
By Jonathan Cassell While the semiconductor supply chain has been focused on the shortage of critical memory types used for…
PC Market Rebound Falls Short in 2024
By Jonathan Cassell Global PC shipment growth is failing to meet expectations in 2024, with disappointing uptake of AI-enabled PCs…