The Source

Trade policy and capacity expansion are accelerating the US chip reshoring trend as AI demand drives semiconductor revenues to exceed $1 trillion by 2026.

Sourceability's Lead Time Report for Q4 2025 is now available. Check out the full report for more information on electronic component lead time and price trends, but capture the most important takeaways here.

Years of accelerating AI investment, the gradual end-of-life of DDR4, and strategic shifts by the world’s top memory producers have culminated in a global memory squeeze.