– Electronics supply chains face mounting strain as the AI boom drives divergent fortunes. Our latest electronics sector outlook notes that consumer electronics sentiment fell to its lowest since first quarter 2023, while data center infrastructure revenue is forecast to hit US$576 billion in 2026, up 70.9% year over year. Memory and semiconductor shortages remain 2.5 times above their long-run average, while transformer lead times stretch three to five years. Relieving the bottlenecks will take through late in the decade, even though combined chipmaker capital expenditure is se...