NuAxiSemiconductor trade intelligence
ICT inflation impact limited as supply shock falls short
What happened
Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply. For the US, even if Apple raises retail prices for its core products, the impact on the Consumer Price Index (CPI) is limited and the supply-side shock has been less severe than expected. The source does not state specific price increase magnitudes.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
memoryadvanced copper foilglass fiber clothABF substrates
ICTCPIcost pass-throughtight supply
Source and time
Source: DigiTimes Asia · 10/11/2026 · View original source
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