Supplyframe Commodity IQ Points to Favorable Procurement Conditions
Summary
Supplyframe reveals new analytics showing significant progress in the global electronics supply chain in 2024, with inventory levels normalizing and supply-demand balance across most commodities amid muted demand. And high-bandwidth memory (HBM) DRAM – on which GPUs from AMD and NVIDIA rely – faces severe shortages. This growth is primarily attributed to the rising prices for DRAM – particularly the HBM DRAM required for data center accelerator chips, including GPUs from AMD and • Commodity IQ indicates that during Q3, most semiconductors experienced lead time reductions, and apart from memory ICs, just 2% of semiconductor price dimensions rose. Passive component and interconnect trends are even more positive, with 83% of lead time metrics showing declines and half of all prices characterized as falling or flexible. The forecast for a Q3 index decline is wide-ranging, affecting nearly all component categories, including analog and digital semiconductors, passives, and interconnects.