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AI infrastructure hardware representing the structural shift in semiconductor supply chains driven by artificial intelligence computing demand.
RAND IQ - Market Insights

This Is Not Another Semiconductor Cycle

For most of my career in the electronics supply chain, the semiconductor industry followed a familiar rhythm. Demand would rise. Manufacturers would add capacity. Inventories would build. Eventually, pricing would

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Global Supply Chain August 2025
Corporate News

Global Supply Chain – August 2025

The electronics industry has always been defined by cycles—booms, busts, and breakthroughs. But as we move through the second half of 2025, we are entering a period that feels less

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