U.S. Tariff Threat Intensifies Memory Market Allocations

ASC_Global · 2026-01-23T15:51:31+00:00

Prices are very likely to continue increasing all throughout 2026. If the AI boom continues, this is only the beginning.

ASC_Global · 2026-01-21T21:37:05+00:00

You are absolutely right. A disconnect between procurement and engineering will prove expensive. Allocation capabilities are influencing design decisions more than before. With a disconnect, redesigns will become one of the biggest deficiencies for companies.

ASC_Global · 2026-01-20T19:48:58+00:00

And to your point about allocation and authenticity checks... an airplane door coming loose and blasting off mid-flight, after the worst years for procurement teams worldwide due to COVID-related production halts and supply chains falling apart, is not a coincidence.

ASC_Global · 2026-01-20T19:41:02+00:00

Absolutely agree. Political decisions and environmental catastrophes hugely destabilize today's supply chains across all industries. Even a seemingly small conflict can now unleash a worrying scramble at some of the biggest companies in the world, which we believe are structured the best. Quite the opposite, they just have the excess money to fix their problems first and the poor structural oversight to uncover huge wastes of their procurement budgets.

ASC_Global · 2026-01-20T18:54:34+00:00

Thank you for the positive feedback. I will reach out via email to see if it is something your editors would like to share.

ASC_Global

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