Sep 20, 2025
The next decade’s demand drivers - AI accelerators, EV powertrains, and industrial automation - will reshape which parts matter and how quickly. Procurement teams that plan for volatility, not just normal demand, will win.
Spot the category winners and losers
AI and EV growth concentrates demand in specific ICs, power modules, and passive networks; those are the categories where lead-time and price will remain volatile. Prioritize relationships and inventory strategies accordingly.
Strategic inventory vs. just-in-time
Rebalance JIT with strategic stocking for mission-critical components. Summon’s stocking-distributor model shows how holding the right inventory - combined with Inspection Genie controls - avoids emergency buys.
Policy & geopolitics matter
Trade policy and raw-material vulnerabilities (e.g., quartz, copper) can ripple into lead times. Monitor geopolitical signals and build alternative sourcing to mitigate shocks.
Invest in predictive sourcing tools
Tools that surface early scarcity trends - Current Genie-style tracking - let you set triggers and secure options before spot markets spike.
Future-proof procurement is a blend of strategy, data, and trusted partners. The most resilient teams use advanced sourcing tools, quality gates, and flexible commerce terms to keep innovation moving - even when demand suddenly accelerates.
Sources & Notes (most load-bearing references used above)
• Deloitte: semiconductor industry outlook & growth expectations. Deloitte
• Sourceability Q2 2025 lead-time report: stabilization with AI-driven volatility in pockets. sourceability.com
• Supplyframe / industry insights: supply-chain vulnerabilities and resilience actions. Supplyframe
• Matric and other market updates on continuing shortages and category-specific pressure. blog.matric.com
• Sourceability / industry coverage on excess inventory and strategies to recover value. sourceability.com
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