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.
Thought Leadership
How New Tariffs on India Could Affect Electronic Component Supply Chains
Many of the tariffs are on essential raw materials like aluminum, gold, lead frames, and other essentials like solder paste and epoxy compounds. This impacts the bottom line of companies across industries since these materials are used in all electronics designs.
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.
How Trade Weaponization is Reshaping Global Electronics
In today’s global landscape, export controls, tariffs, and other forms of trade policy have become more than just tools to correct economic imbalances. Instead, these things have become weaponized. They are used to reshape geopolitics and directly impact global supply chains.
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…
AI Boom Rolls on in 2025
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.
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…
The Role of Nearshoring and Reshoring in Securing Electronic Components Supply
In supply chain management, reshoring and nearshoring are two strategies companies employ to optimize their production and sourcing processes. These…