The AI supercycle has fundamentally changed the global electronics supply chain. What began as explosive demand for GPUs has expanded
Editor’s Note: This article is part of Rand Technology’s Summer Supply Chain Insights Series, exploring the forces shaping modern technology
Why do some of the world's largest technology companies rely on independent distribution? Explore how flexibility, risk mitigation, speed, and
Editor’s Note: This article is the first in Rand Technology’s ongoing series exploring the hidden mechanisms that keep global technology
For the better part of the last three years, the semiconductor industry has been captivated by a single story: artificial
For the last two years, nearly every conversation about semiconductor shortages has centered on the same handful of technologies: GPUs,
The global electronics supply chain is entering a new era. AI infrastructure growth, geopolitical fragmentation, and constrained capacity are reshaping
The global semiconductor industry is entering a new phase of structural pressure. While many areas of the market have stabilized
AI-driven demand, tightening supply, and geopolitical disruption are converging to reshape the semiconductor market. Shortages are no longer cyclical; they
