What’s Driving Demand Where Supply Is Coming Under Pressure The Gap Between Supply and Demand = Pricing Risk Component Pricing Trends (Spot & Contract) Summary of Supply / Demand Pressure Caveats and What to Watch Next Executive Takeaway The Great Consumer: A Portrait of Insatiable AI - An AI short story... The global semiconductor market is once again at an inflection point—this time not from pandemic lockdowns or logistics snarls, but from a surge in demand driven by artifi