AI Demand, Material Shortages Raise Supply Chain Risks Through 2027
S&P Global reports that supply chain risks have evolved beyond port congestion to material scarcity, AI-driven component shortages, and tariff uncertainty — all extending pressure on availability and pricing through 2027. Petrochemical imports into Asia fell to 73% of pre-conflict levels; semiconductor export prices hit 715% of 2023 averages; U.S. computer producer prices are forecast to rise 16% by Q2 2027. Safety-stock inventories climbed to 51.4 in May, the highest since August 2022, while memory chip capital spending is set to reach $181.1 billion in 2027 — up 141% from 2024.