The Capacity Crunch.

The semiconductor “capacity crunch” isn’t where most peopleexpect. While advanced logic is tight, it’s memory, especially HBM, that’s reshaping the entire market. A lack of DDR4 is triggering price spikes and forced upgrades across systems. At the same time, advanced packaging and materials areemerging as the next potential bottlenecks. From geopolitics to raw materials, small disruptions are rippling across the global supply chain. The good news: innovation and competition are rising to meet the moment, keeping the industry moving forward.

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