Michael Mose’s Post

Industry leaders are ramping up demand for high-bandwidth memory (HBM), leading manufacturers to prioritize its production over DDR5. Expect potential DDR5 shortages as the focus shifts to the more profitable HBM tech. Stay ahead with Fusion's bi-weekly Industry Insider report.  📩 Stay #OutInFront of changes like this by signing up for Fusion’s bi-weekly Industry Insider report >> https://hubs.la/Q02Br7Zs0

Industry leaders are ramping up demand for high-bandwidth memory (HBM), leading manufacturers to prioritize its production over DDR5. Expect potential DDR5 shortages as the focus shifts to the more profitable HBM tech. Stay ahead with Fusion's bi-weekly Industry Insider report.  📩 Stay #OutInFront of changes like this by signing up for Fusion’s bi-weekly Industry Insider report >> https://hubs.la/Q02Br7Zs0

Orders for High-Bandwidth Memory (HBM) are soaring, with 2024 sold out and 2025 supply limited, driven by demand from AI and high-performance computing. Micron warns HBM production might impact DDR5 availability due to shared manufacturing resources. 📩 Stay updated on manufacturer capacity changes by signing up for Industry Insider >>> https://hubs.la/Q02yTxNX0

Orders for High-Bandwidth Memory (HBM) are soaring, with 2024 sold out and 2025 supply limited, driven by demand from #AI and high-performance computing. Micron warns HBM production might impact #DDR5 availability due to shared manufacturing resources. 📩 Stay updated on manufacturer capacity changes by signing up for Industry Insider >>> https://hubs.la/Q02yTxNX0

Orders for High-Bandwidth Memory (HBM) are soaring, with 2024 sold out and 2025 supply limited, driven by demand from #AI and high-performance computing. Micron warns HBM production might impact #DDR5 availability due to shared manufacturing resources. 📩 Stay updated on manufacturer capacity changes by signing up for Industry Insider >>> https://hubs.la/Q02yTxNX0

Orders for High-Bandwidth Memory (HBM) are soaring, with 2024 sold out and 2025 supply limited, driven by demand from #AI and high-performance computing. Micron warns HBM production might impact #DDR5 availability due to shared manufacturing resources. 📩 Stay updated on manufacturer capacity changes by signing up for Industry Insider >>> https://hubs.la/Q02yTxNX0

Orders for High-Bandwidth Memory (HBM) are soaring, with 2024 sold out and 2025 supply limited, driven by demand from #AI and high-performance computing. Micron warns HBM production might impact #DDR5 availability due to shared manufacturing resources. 📩 Stay updated on manufacturer capacity changes by signing up for Industry Insider >>> https://hubs.la/Q02yTxNX0

QTC: Korea – semis and nothing else Semiconductor exports are growing strongly, but they only account for one-fifth of total exports. Without other products rising too, there's limited upside for exports overall. Click below to read more, or get in touch if you are interested in subscribing. #Korea #KoreaEconomy

Rising demand and new products are driving up memory and storage component prices. Supply can't keep pace, depleting inventories despite max factory output. AI servers increase demand, causing DRAM and NAND constraints. Micron and Western Digital report rising costs and weekly price fluctuations. 💡 Get biweekly updates on memory prices. Sign up for the #FWWIndustryInsider: https://hubs.la/Q02yZFzc0 #FusionInsights #FusionWW #SupplyChainManagement #ElectroicComponents

♦ US Splashes Out to Grab a Slice of the Semiconductor Manufacturing Pie Amidst the global semiconductor shortage, the US is making strategic moves to secure its place in semiconductor manufacturing. Alex Whiteman, reporting for The Loadstar, reveals how the country is investing heavily to bolster its capabilities. As highlighted in the article, this development underscores the critical importance of semiconductor production for various industries worldwide. At John S. James Co., we understand the significance of a robust supply chain, especially in times of shortage. As a trusted US Customs Broker and Freight Forwarder, we offer comprehensive services tailored to the intricacies of the semiconductor industry. From customs clearance to freight forwarding, we ensure seamless logistics solutions to support your business needs. Learn more at johnsjames.com to explore how we can assist you in navigating the complexities of global trade. #SemiconductorShortage #USManufacturing #SupplyChain #Logistics #CustomsBroker #FreightForwarder #GlobalTrade #JohnSJamesCo