AI-driven demand, especially for high-performance memory like HBM, is redirecting global supply, tightening availability of DRAM and NAND for traditional electronics manufacturers and driving costs higher.

23 June 2026 · Renaissance Brussels Hotel · Brussels, Belgium

A Global Electronics Association report, "The Memory Squeeze: How AI-Driven Capacity Reallocation Is Reshaping Memory Supply for Electronics Manufacturers," highlights a structural shift in the global memory market that is tightening supply and increasing costs across the electronics industry.

The Global Electronics Association today released a new report, “Routers, Restrictions, and Reality: The FCC’s Latest Supply Chain Curveball,” examining the Federal Communications Commission’s March 2026 decision to add all foreign-produced consumer routers to its Covered List.

The Global Electronics Association today released the "Annual Survey of the European EMS Industry 2026" and announced it is assuming guidance and insight of the in4ma European EMS and PCB statistical programs.

The Global Electronics Association announced today the February 2026 findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.08.

The Global Electronics Association announced today the February 2026 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.32.

The Global Electronics Association announced today the January 2026 findings from its North American Printed Circuit Board (PCB) Statistical Program. 

The Global Electronics Association announced today the January 2026 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. 

Electronics manufacturing demand remains strong, but rising material costs and tightening memory supply are driving prices higher, extending lead times, and pressuring margins.