Semiconductor Memory Market Update
The semiconductor memory market remains in an AI-driven upcycle, with tight supply and elevated pricing across DRAM and NAND.
Market Insights: September 2025 Typhoon Ragasa
In late September 2025, Super Typhoon Ragasa swept across Southeast Asia, exposing once again how vulnerable global supply chains remain to natural disasters. The storm carried different names in different regions – Nando in the Philippines, Ragasa internationally, and locally translated in Taiwan, Hong Kong, and Vietnam – but it’s impact was universal. Striking the Philippines on 21 September, Taiwan on 23 September, and Hong Kong, Southern China, and Vietnam in the days that followed, Ragasa left a trail of disruption across some of the world’s most critical electronics hubs.
You can view the full Insights document here.
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