Purchasers of temperature sensors, high frequency connectors, or special use electrodes should take note of platinum shortages. There will be a projected deficit of 556,000 troy ounces of platinum for 2023, which will impact the aforementioned components.

Amplifier circuit pricing was up 57% year-on-year in May and remains over one and half times the Commodity IQ Price Index baseline thus far this year. Pricing is trending up for certain operational amplifiers, with some distributors increasing prices by 15% or more.

Artificial Intelligence (AI) promises to boost the efficiency of shipping logistics, as well as demand for AI chips like graphics processing units (GPUs). The trucking industry is now contending with a paucity of workers, with an 80,000-driver shortfall that is expected to double by 2030, according to the American Trucking Association (ATA). However, another solution exists to address this challenge.

Power circuit demand was down year-on-year in April and in Q1 by 25% and 15%, respectively. Leading suppliers like Texas Instruments are quoting a reduced 8-to-10-week lead time for more than 75% of its power IC portfolio, a marked decrease from prior quotes.

Macroeconomic shifts will have massive repercussions for the global electronics supply chain, with a demand rebound for PCs, smartphones, and data centers required to drive new growth. The Supplyframe forecast for a markedly more balanced electronics supply chain in H2 persists as component inventories are largely digested into Q3.

MACOM represented 9 of the top 20 most considered RF parts in May, including digital phase shifters and diode switches.

SRAM remains popular despite the higher cost compared to DRAM as companies justify the increase in processing speed. The cost delta of 5-10X over DRAM is worth it for many, as SRAM is finding wide adoption in embedded sytsems. Buyers on Supplyframe properties are showing a high degree of interest, which could result in future shortages..

Chinese memory producer YMTC is raising its 3D NAND pricing by upwards of 5%, with market leaders Samsung, Micron, and SK Hynix expected to follow suit. Firmer memory pricing pricing is here. Memory makers (and Supplyframe as forecasted in early Q1) believe pricing has reached its floor.

At-volume resistor prices are forecast to grow in H2 and market prices where up 8% in Q1 as manufacturers try to counter dynamic raw and precious metal costs. Despite a supply deficit, copper prices have slid 16% year-to-date. Buyers should resist higher costs on resistors as a result.

The race to secure sufficient supplies of SiC-based devices for EV designs in automotive, and across other industries, has spurred major acquisitions, galvanized sweeping agreements, and unleashed massive sales growth.