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Semiconductors

Industry Spotlight

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.  

Jonathan CassellOctober 20, 2025October 16, 2025
Industry Spotlight

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.

Jonathan CassellSeptember 15, 2025September 15, 2025
Industry Spotlight

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…

Jonathan CassellJune 11, 2025June 17, 2025
Industry Spotlight

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
Industry Spotlight

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
Industry Spotlight

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.

Jonathan CassellFebruary 18, 2025February 19, 2025

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