01 Supply Prospect

The supply tightness in the electronic components market has shifted from cyclical fluctuations to structural challenges. The latest industry information indicates that the tight supply situation of DRAM and NAND will persist until 2028, rather than easing as previously expected in 2026.

This extended trend is supported by the capacity planning of major memory manufacturers. The NAND production capacity of Samsung, SK Hynix and Kioxia for 2026 has been fully booked, and they are currently in talks with hyperscale customers regarding the allocation for 2027.

The vulnerability of the semiconductor supply chain is manifested at multiple levels. Although the distributors of Nexperia Semiconductor in Xiamen and Dongguan have resumed shipments to the Chinese mainland and Hong Kong, Oems worldwide are permanently phasing out the brand and turning to ON Semiconductor, Darr Technologies and Infineon as direct alternatives.

02 Integrated circuit turmoil

The chain reaction triggered by TSMC's strategic capacity adjustment is reshaping the supply landscape of integrated circuits. Relevant reports indicate that TSMC will cut Broadcom's wafer allocation quota by 50% and shift its production capacity to memory and artificial intelligence chips.

The direct impact of this adjustment has already emerged. Broadcom distributors have issued a warning that network and storage ics will experience significant price hikes and extended delivery cycles starting from the first quarter of 2026, with AI Ethernet and RAID controllers being the most severely affected.

The competition for production capacity is not limited to industry giants. The delivery cycle of components under Meiman Technology far exceeds the standard by 26 weeks. Most of the backlogged orders are on hold, waiting for the delivery time to be updated. This is also due to TSMC's shift of wafer production capacity towards AI-related memory production.

03 CPU and GPU field

In the field of central processing units, the gap between market demand and technological iteration is intensifying supply pressure. The market's preference for Intel's 12th to 14th generation cpus is much higher than that for the new architecture. The demand for older cpus remains strong, exacerbating the supply shortage and pushing up the spot premium.

AMD's Genoa series and Durin series server cpus still face supply issues. The supply of models 9554, 9654 and 9334 is most severely restricted, with the delivery cycle for pre-ordered orders reaching 8 to 12 weeks. The delivery cycle for desktop cpus is relatively stable at 3 to 4 weeks.

The graphics processing unit market is also confronted with allocation latency. The allocation of NVIDIA RTX 2000 and 4000 Ada workstation Gpus has been postponed from November to January 2026, and the delivery cycle of RTX 5090 has been delayed to February 2026 due to the surging demand for AI development and the potential shortage of GDDR memory.

04 Storage and Passive Components

The structural adjustment in the storage market is comprehensively influencing product supply and pricing strategies. Micron has officially announced that it will shut down its Crucial memory and SSD product lines for the consumer market. Shipments of related products will cease in February 2026.

Both DDR4 and DDR5 RDIMMs are experiencing severe supply constraints, with market prices rising weekly. More than 75% of the memory production capacity is now exclusively available to hyperscale enterprises and AI/ cloud companies, while traditional distribution channels are allocated less than 25%.

The passive component field is also under pressure. The delivery cycle of tantalum capacitors under KIMI has been extended from 32 weeks to 42 weeks. Both Panasonic and Kimi have raised their prices and are expected to increase them further in 2026. The cost pressure on the supply chain continues to be passed on.

With Micron's announcement that its consumer memory product line will be officially shut down in February 2026, Samsung is gradually phasing out all 250GB and 500GB capacity SSD products, and the delivery cycles of HDDS from Seagate, Western Digital, and Toshiba all exceeding 52 weeks, the market is sending a clear signal: the supply landscape of electronic components is being redrawn.

In this supply chain restructuring, Baineng Yunxin, as a professional component platform, is helping customers address the dual challenges of extended delivery cycles and price fluctuations by expanding its supplier network, optimizing inventory management, and providing alternative solution analysis. When production capacity is increasingly concentrated in a few giants, diversifying risks becomes as important as ensuring supply.

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