How Supply Constraints Are Defining Electronics Pricing | The Decisive

Industrial Equipment: New orders are expanding (index &gt; 50) [<a node="[object Object]" href="https://youtu.be/VzMnHzzPb9s?t=0h5m07s" class="rounded-sm border-none bg-transparent p-0 font-inherit text-body-link no-underline transition-colors hover:underline">00:05:07 ].
Consumer Equipment: New orders are declining [<a node="[object Object]" href="https://youtu.be/VzMnHzzPb9s?t=0h5m24s" class="rounded-sm border-none bg-transparent p-0 font-inherit text-body-link no-underline transition-colors hover:underline">00:05:24 ].

How Supply Constraints Are Defining Electronics Pricing | The Decisive | S&P Global Market Intelligence · Nuggets

Category	Specific Data Point / Fact	Value / Figure	Timestamp	Context & Significance
Key Dates	Client Webinar Date	March 12, 2026	[00:00:31]	Original source of the analysis provided by Yan Hang.
	Section 232 Tariff Announcement	January 2026	[00:04:18]	Policy update affecting US semiconductor pricing dynamics.
	Memory Export Surge	December 2025	[00:06:15]	The month marking a massive spike in global memory IC exports.
	Supply Relief Forecast	Q4 2027 – 2028	[]

Growth Leaders (The Winners)	Timestamp	Softer Markets (The Laggards)	Timestamp
Aerospace & Defense	[00:03:19]	Automotive Sector	[00:03:34]
AI & Data Centers	[00:03:19]	Consumer Electronics	[00:03:34]
Industrial Equipment	[00:05:16]	Industrial Electronics (Components)	[00:03:34]

How Supply Constraints Are Defining Electronics Pricing | The Decisive | S&P Global Market Intelligence