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The AI supercycle has fundamentally changed the global electronics supply chain. What began as explosive demand for GPUs has expanded into broader pressure across memory, storage, networking, power infrastructure, and
Editor’s Note: This article is part of Rand Technology’s Summer Supply Chain Insights Series, exploring the forces shaping modern technology supply chains. Throughout this series, we examine resilience, strategic sourcing,
The global electronics supply chain is entering a new era. AI infrastructure growth, geopolitical fragmentation, and constrained capacity are reshaping how supply is allocated across the market. Traditional procurement strategies
The global semiconductor industry is entering a new phase of structural pressure. While many areas of the market have stabilized compared to the volatility of the pandemic era, the underlying
For the better part of the last two years, the global electronics supply chain has been focused on a singular objective: securing supply in an environment defined by constraint. That
For decades, the global electronics supply chain operated within a framework that, while imperfect, was at least familiar. Cycles came and went. Demand surged, supply tightened, prices reacted, and equilibrium
The Foundation of AI Infrastructure: Power at Scale Modern AI workloads are fundamentally different from traditional compute environments. Training large language models and supporting inference at scale requires exponentially greater
The memory market isn’t behaving the way it used to. Driven by the global buildout of AI infrastructure, demand is no longer cyclical, it’s structural. Companies waiting for a traditional
Straight Answers — No Spin from the desk of Andrea Klein I’ve been in this industry long enough to know when a market is different. This one is. Over the
Over the past several years, the semiconductor industry has experienced one of the most dramatic transformations in its history. Artificial intelligence has accelerated infrastructure investment at an unprecedented pace. Data
