Global Electronics Commodity Intelligence Q3 2025

This report is the Q3 2025 edition of the Commodity Intelligence Report, which details the current state of the electronics commodity market. It outlines a positive shift in supplier sentiment attributed to a pickup in demand, influenced by tariff volatility and cautious optimism within the business environment. The report notes that suppliers are adapting their strategies to mitigate risks associated with US-China trade tensions, leading to increased business in countries like Vietnam and India. It highlights the stable lead times for most products, although DRAMs are experiencing tight supply. The report also discusses the impact of rising raw material costs on commodity pricing and identifies key trends, including the robust demand for datacenter components supporting AI applications and the evolving electric vehicle market in China. Recommendations for working closely with commodity managers to navigate supply chain risks are also provided.