2026-06-03
Electronics Supply Chain Insights | June 2026
IDC forecasts 2026 global chip revenue at $1.29T, with DRAM surging 177% and NAND up 138.5%. Cloud capex hits $600B. Infineon raised prices twice in one year, TI four times in two. MCU prices jumped 50%, auto chip shortages run to 2027, and power semi lead times reached 30 weeks. Micron and Samsung sold out 2027 capacity, NAND prices leaped 75% quarterly, MLC prices tripled. Taiwan memory makers stockpiled NT$100B. Intel and AMD CPUs face four-month lead times. Nvidia posted $81.6B quarterly rev
Info