Market Pulse with Rotakorn

The development of the global semiconductor market continues to be shaped by intense competition for capacity, geopolitics, and rapidly growing AI-related demand. The memory market, in particular, is under pressure. As Sebastian Blom, Sales Manager for Rotakorn Electronics AB, notes, it is being squeezed from two sides: the AI sector's intense demand for HBM is driving a capacity shortage, while the supply of classic DRAM and NAND components is tightening. Major manufacturers are now prioritizing contract customers and taking measures against inventory hoarding, making it harder for smaller players to secure their needs. He further points out that this dynamic is not isolated to the memory segment, citing major structural shifts like Micron's heavy investments in new production, China opening up for Nvidia exports, and OpenAI negotiating multi-billion dollar support from tech giants—all signaling that the shortage is not over but entering a new phase