Everything on Supply Chain & Manufacturing

Semiconductor memory supply will tighten through 2027 due to the 2-3 year construction cycle for new fabrication plants. Spot market volatility will increase significantly.

Impact: Hardware manufacturers must secure long-term supply agreements and implement strategic inventory buffering to mitigate production disruptions.

— from AI Infrastructure Bottlenecks and Margin Optimization Strategies · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Jul 31, 2026