The electronics supply chain is under pressure. Material shortages, global conflict and surging AI demand are driving extended lead times and increasing costs across multiple component categories.

Here is what you need to know.

Serious Risk to Bare Board Supply

A major disruption to PPE resin production is now impacting bare board availability.

• Around 70 percent of global high purity PPE resin supply remains offline following disruption to production
• Lead times have increased from around 3 weeks to up to 15 weeks

This is a significant risk to bare board supply.

Leadtime Increasing

Conflict in the Middle East is impacting the supply chain and capacity within Far East factories is dominated by:

• AI demand
• $350M Google contract
• $250M Amazon contract
• Microsoft preordered 6 months capacity within factories

This is reducing availability across the wider market.

Memory Market Tightening

• Memory suppliers (SK Hynix, Samsung, Micron) are focusing on HBM production, leading to shortages in DDR4/DDR5 LP
• Micron’s DDR/LPDDR4 lead time has extended to 40 weeks, prompting longer supply pipeline planning
• Price increases are expected, with reports of 20-30% hikes on several DRAM lines
• Prices being held from 5 days to 30 days maximum

Forward planning is essential.

Discrete Components Under Pressure

Supply disruption is spreading across discrete components.

• Nexperia issue is having a knock-on effect on other discrete manufacturers due to cross-referencing for alternative supply
• Lead times are increasing across the commodity, now exceeding 30 weeks in some cases

What This Means for You

Supply is tightening across multiple areas at the same time. Without early action, this could impact production schedules, costs, and delivery commitments.

Now is the time to plan ahead.