2025-12-02
Electronics Supply Chain Insights | December 2025
The global semiconductor market exceeded $200 billion in a single quarter for the first time in Q3 2025, driven by robust AI demand, with the full-year market forecast revised upward to $728 billion. The memory market is particularly hot, with DRAM revenue surging 30.9% quarter-over-quarter. Severe supply-demand imbalance has triggered soaring prices, exemplified by a 60% monthly spike in DDR5 chip prices. The industry anticipates this AI-driven "super cycle" will last at least until 2027. Meanw
Info
