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Supply Signal Radar is the semiconductor supply chain intelligence brief for procurement, ops, and supply chain leaders.
Every day we read the signals, the earnings calls, SEC filings, trade publications, and policy documents you don't have time for. We translate them into procurement reality — the lead times that are tightening, the suppliers running hot, the BOM lines that need re-quoting before contract season.
This is not market commentary. It's the signal underneath the headlines for the people whose job is to keep the line running.
Published by Semibuffer Intelligence.
semibuffer.substack.com
semibuffer.substack.com
更新频率:
weekly
平均音频长度:
10 minutes
嘉宾访谈
英语
美国
16 集
自从 2026年4月28日
episodic
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最新一集 🔗
The optics queue starts three tiers up.
The main constraint sits upstream from the module line, inside the laser. More precisely, it sits in the indium phosphide substrate and epitaxy used to make that laser.
Coherent said indium phosphide capacity is its primary constraint. It also said assembly...
以前的节目 🔗
Expedites stopped working.
That is the clearest message from this week’s semiconductor earnings calls. Microchip said customer expedite requests increased, but orders placed inside lead time went unsupported many times during the quarter. onsemi said its average lead time rose from 27 weeks to 32...
Memory was the easy shortage.
The harder one sits below the part number. Lumentum CEO Michael Hurlston told the RAISE Summit in Paris that the supply-demand imbalance for indium phosphide had widened to “somewhere greater than 30%.” He said the shortage would become “even more acute than what we ...
The buy side started signing.
For weeks the question was what the shortage costs, and then who has to approve the fix. This week the buyers answered with a move of their own. They committed forward.
TSMC is reportedly planning 2027 wafer increases — a 5% to 10% baseline on advanced nodes, and up ...
The bottleneck stopped being a fab.
The packaging gap now has money behind it. TSMC lifted the top of its 2026 capital-spending range from $56B to $64B and committed another $100B to at least four more Arizona fabs at 2nm or more advanced, with advanced packaging included in the buildout. The inv...
Memory buyers need to widen the planning window. SK Hynix’s CEO expects 2027 to be the worst year of the memory shortage and expects demand to remain above supply beyond 2030. The company made that call as its Nasdaq listing raised about $26.5B, with the proceeds supporting expansion across fabs,...
The waiting reflex is gone.
For two weeks, memory buyers moved from locking direct supply to crowding into the channel. This week showed what comes after that. Cost pressure stopped behaving like a memory-only problem and started moving through the whole bill of materials.
The clearest marker was...
Last week, memory buyers stopped waiting for relief and started locking in supply. This week showed what happens after the largest buyers move first.
The direct NAND lane is thinning. Silicon Motion’s client-storage leadership said the retail SSD market has “almost disappeared” as NAND makers pri...
For two years the memory playbook was patience. Prices spiked, buyers waited, the cycle turned, and the quote came back down. That reflex stopped working this week.
A storage maker signed a $1.86 billion contract to fix its NAND price for the next 24 months. The largest buyer in the market locked...
The semiconductor industry posted its biggest number ever. The same week, nine U.S. trade associations asked Washington to intervene because their members cannot count on enough memory supply.
The record and the shortage are not two stories. They are the same story. AI infrastructure is buying me...
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