The association described how AI demand for memory is changing the structure of the market and is reflected in the broader electronics manufacturing sector.
The material talks about increasing delivery times and price pressure on manufacturers who do not operate in the AI infrastructure segment, but depend on the same component chains.
For SMT and EMS, this is important component news: even if a plant is not producing AI hardware, it will still feel the effects of a redistribution of memory supplies.
Original source: Global Electronics Association
Source link: https://www.electronics.org/blog/ai-reshaping-memory-market-and-its-effects-are-spreading-across-industries