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Integrated Circuits

Thought Leadership

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.

Jonathan CassellApril 25, 2025
Electronics inventory
Thought Leadership

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…

Jonathan CassellMarch 10, 2025March 11, 2025
Thought Leadership

Memory-driven demand recovery in store for ICs in 2024

By Jonathan Cassell Following the downturn of 2023, global demand for integrated circuits (ICs) is set to rebound robustly in…

Jonathan CassellApril 8, 2024January 14, 2025

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