Gnosly Feed - supply-chain

AI Infra & Semiconductor Weekly Supply Chain Radar...

Tue, 10 Nov 2026 14:19:53 +0000

AI Infra & Semiconductor Weekly Supply Chain Radar 009 (9 November 2026). U.S.- China Demand Diverges Across DRAM and eSSD.DRAM remains Very Tight despite another slight easing.Lead times fell to 18 weeks, while regional demand divergence are becoming more visible across both DRAM and eSSD. TrendForce Corp. is now tracking 6 components continuously (GPU, DRAM, NAND, HDD, ABF, MLCC), each with a supply status, its current lead time against the balanced level, and one line of interpretation.Credit to TrendForce for the visual.The technology landscape is changing fast. Understanding what is driving that change matters.Follow me 👉 Andrew Chan Yik Hong for insights on semiconductors, AI and the forces shaping the industry.From geopolitics and global supply chains to industrial policy and the business of technology, I connect the dots on what is changing and why it matters. Ring the bell 🔔 to stay connected.💬 What’s your perspective? Join the conversation in the comments, repost this with your network or leave a like.

Saudi Aramco to store crude in Singapore amid supply concerns

Mon, 26 Oct 2026 11:02:44 +0000

The effects of the US-Israeli war on Iran that began on February ⁠28 continue to reverberate as companies adjust to the disruptions of commercial shipping through the key Strait of Hormuz and Bab al-Mandeb Strait. October ⁠has been the worst month for attacks on commercial shipping in Hormuz and nearby waterways, according to data compiled by the Washington Institute for Near East Policy. The head of the International Energy Agency, Fatih Birol, reinforced concerns about the supply situation, saying on Monday at ‌an ‌industry event in Singapore that he does not expect energy markets in 2027 to return to where they were before the US-Israel war on Iran. Energy ministers from Saudi Arabia and Singapore, meanwhile, said state-owned oil company Saudi Aramco will start storing crude oil ‌in Singapore from the second half of 2027, to shore up the resilience of Aramco’s supply chain in the region.

Opinion: AI is starting to show up beyond the AI trade.

Tue, 08 Sep 2026 17:42:21 +0000

AI is starting to show up beyond the AI trade.The supply chain remains in a league of its own. But more recently, earnings at S&P 500 companies adopting AI have begun to pull away from non-adopters (chart).Commoditisation risk doesn’t equal destruction of economics. It means a potential transfer of rents.