“How is the electronic supply chain going to evolve in the next 12 months and what impact will this have on purchasing departments both opportunities and threats?”

What happened

NewPower Worldwide forecasts severe supply chain constraints over the next 12 months, driving semiconductor prices up 25-100% quarter-over-quarter while only meeting 40-50% of forecasted demand. AI demand and capacity limitations are primary drivers, forcing OEMs back into the market at higher price levels. Bullish impact: Procurement departments face the threat of forced high-price replenishment and severe allocation pressure.

Impact and signal

Affected components and suppliers

Source and time

Source: Electronics Sourcing · 6/18/2026 · View original source