Supply Signal Radar

Weekly semiconductor supply-risk briefs, transcripts, and topic hubs from Semibuffer. Each call keeps its evidence and confidence label attached.

Audio and transcripts

Week 26: The Spike Became the Baseline — The Cost Reached the Whole Board: Week 26: TSMC is reported to be hiking every advanced node and DDR2 jumped 55-60%, so the memory spike stopped being a line item and reset the whole bill of materials. The majors are financing a higher cost base — SK Hynix's $29B raise, Micron agreements, onsemi-Synaptics.
Week 25: Your NAND Quote Is Not the Only Problem — The Channel Started Moving: Week 25: Silicon Motion says the retail SSD market has almost disappeared as NAND routes to AI data centers and OEMs buy third-party drives. The shortage moved from price into the channel — and AI demand stays funded while system makers buy around the memory wall.
Week 24: Buyers Stopped Waiting for Memory — They Started Locking It In: Week 24: Biwin fixes its NAND price for 24 months, Nvidia and SK hynix lock a multi-year memory pact, and Xbox says 2027 storage will cost five times more. The biggest and most exposed buyers have stopped waiting for memory to get cheaper and started paying to lock it in.
Week 23: The Market Hit $1.5T and Your Memory Quote Got Worse: Week 23 explains why record semiconductor growth and worsening memory quotes are the same story: AI infrastructure is pulling DRAM, NAND, HBM, storage, substrates, and power ahead of traditional buyers.