Supply Signal Radar Podcast
Weekly audio and transcript briefings on semiconductor supply risk, allocation pressure, memory markets, advanced packaging, export controls, and procurement actions.
Episodes
- 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.
- Week 22: The Bottleneck Moved Below the Die: Week 22 moves below the foundry quote into substrates, bonding, power delivery, packaging routes, and AI factory architecture as the next procurement bottlenecks.
- Week 21: The Capacity You Quoted Just Got Sold: Week 21 explains how TSMC appropriations, AMD’s Taiwan ecosystem buildout, Nvidia data center revenue, and ADI demand reserve foundry, packaging, memory, and power capacity ahead of ordinary buyers.
- Week 19: The Recovery Is a Number Now. Allocation Is Next.: Week 19 follows ESIA’s Q1 chip sales print, Microchip, Infineon, onsemi, storage long-term agreements, and the capital signals that turn recovery into allocation pressure.
- Week 18: Three Million Users and the Mac Mini Sold Out: Week 18 connects OpenClaw adoption, Apple Mac mini shortages, Big Four AI capex, and earnings prints to a broader memory and capacity squeeze for procurement teams.
- Welcome to Supply Signal Radar: An evergreen introduction to Supply Signal Radar: why Semibuffer exists, how Supply Signal reads the semiconductor cycle, and what procurement teams should expect from the weekly audio brief.
- Week 17: The Other Side of the Trade Speaks: Week 17 tracks Intel’s bin-floor signal, Texas Instruments’ inventory cushion, and Lam Research demand as earnings reveal how the structural semiconductor gap is showing up across suppliers.