Global Semiconductor Supply Chain Update: HBM Shortage Expected Until 2030

Global Semiconductor Market Alert

The global semiconductor market is experiencing unprecedented supply constraints driven by AI infrastructure demand.

Key Highlights

• HBM shortage: 50-60% capacity gap despite 70% of new capacity allocated to HBM
• DRAM prices: Contract prices surged 90-95% QoQ in Q1 2026
• CPU availability: Lead times extended from 1-2 weeks to 8-12 weeks
• TSMC capacity: Broadcom confirms TSMC has hit production limits

ODK Electronics maintains strong supplier relationships to ensure stable supply for our customers even in challenging market conditions. Contact us for current availability and pricing.