How Supply Constraints Are Defining Electronics Pricing
From The Decisive Podcast: Insights and analysis to empower confident decision-making. by S&P Global Market Intelligence
April 18, 2026 · 15 min · Season 6 · Episode 2
About this episode
The episode discusses the impact of supply constraints on electronics pricing and the semiconductor landscape through 2026.
In this episode of The Decisive Podcast, host Kristen Hallam is joined by S&P Global Market Intelligence economist Yan Hoong for an outlook on the electronics and semiconductor landscape through 2026—taken from a March 12 client webinar. Yan explains why memory remains a big source of procurement and pricing anxiety, with tightness persisting in both advanced and conventional memory as suppliers shift capacity toward higher-end products. Yan unpacks how this constraint is already spilling into downstream categories like computers and communications equipment, and why price pressure could linger until new capacity meaningfully comes online in late 2027 to 2028. The conversation also broadens beyond AI hype: while AI and data centers continue to pull demand (especially for high-bandwidth memory and advanced DRAM), Yan points to a gradual recovery in the broader electronics cycle, with mixed signals across end markets. Aerospace and defense and AI-led infrastructure stand out as growth areas, while consumer electronics and automotive remain softer, reinforced by slowing light vehicle production and divergent PMI new order trends. Finally, Yan breaks down the January 2026 Section…
People in this episode
Host: Kristen Hallam
Guest: Yan Hoong
Topics covered
- electronics pricing
- supply constraints
- semiconductor landscape
- memory procurement
- AI demand
- pricing dynamics
- market recovery
Keywords
- electronics
- semiconductors
- pricing
- supply constraints
- memory
- AI
- market trends
- tariffs
Mentioned in this episode
Organizations: S&P Global Market Intelligence
More episodes of The Decisive Podcast: Insights and analysis to empower confident decision-making.
- State of Shock: Economic Impacts of Middle East Conflict · May 2, 2026 · 48 min
- Governance Stress Tests: Key Elections in 2026 · April 25, 2026 · 44 min
- Risk On: The Macro Environment for Moving Metals Prices · April 11, 2026 · 22 min
- Logistics Finds a Way: Lessons in Supply Chain Resilience · March 28, 2026 · 18 min
- Critical Minerals at a Crossroads: Navigating Supply, Demand, and Geopolitics · March 21, 2026 · 45 min
- PMI in Focus: Turning Timely Economic Signals Into Strategy · March 14, 2026 · 20 min
Explore listener stats, chart rankings, contacts and more on the The Decisive Podcast: Insights and analysis to empower confident decision-making. podcast page.