AI Components Co., Ltd.
PROCUREMENT INSIGHT — HBM

The Impact of the Expanding HBM Market on Electronic Component Procurement

We will examine the impact that the supply and demand for HBM—which is gaining attention due to demand for AI servers—has on related semiconductors, printed circuit boards, and power supply components.

Things to Check First

When sourcing HBM, it is important not to make decisions based solely on news reports or isolated inventory information. Instead, you should first clarify the official part number, required quantity, desired delivery date, intended use, date code requirements, and necessary documentation. If you explore the market while these conditions remain vague, you’ll end up with a large number of quotes that cannot be compared, which will ultimately delay your decision-making.

Four Perspectives for Assessing Supply Status

1. Standard Lead Times from Manufacturers and Authorized Distributors

First, confirm the standard lead time—which serves as a benchmark—and whether orders can be accepted. This is the most reliable information that can be obtained through standard channels.

2. Market Inventory and Supply Reliability

Market inventory can help shorten delivery times, but do not make decisions based solely on inventory listings. Verify the actual stock, lot number, date code, packaging, and the reliability of the supplier.

3. Alternatives and Secondary Sources

If there is a high risk of long-term supply disruption, we also consider products from other manufacturers with equivalent specifications or next-generation products as candidates. Final adoption is contingent upon the customer’s design and quality evaluation.

4. Market Conditions and Price Fluctuations

When spot prices fluctuate, we evaluate not only the unit price but also whether the product can be secured by the required date and whether it can be purchased under the same conditions next time.

Actions Purchasing Personnel Should Take

  • Distinguish Between Shortfall Quantities and Minimum Required Quantities
  • Distinguish between the desired delivery date and the absolute deadline
  • Determine whether partial deliveries are acceptable
  • Clarify mandatory requirements such as Date Code, RoHS, and CoC
  • Determine the inspection level when using market inventory
  • If a long-term shortage is anticipated, consider alternatives and secondary sources in parallel

How AI Components Can Help

AI Components supports the search for domestic and international supply candidates, as well as research into hard-to-source items, EOL products, items with long lead times, and alternatives, in addition to quality verification and overseas procurement. We not only secure short-term inventory but also organize realistic options that extend through the next procurement cycle.

This article is intended to provide general information on procurement practices and does not constitute an agency agreement with any specific manufacturer, nor does it guarantee inventory, prices, or delivery times. Please verify the latest terms and conditions on a case-by-case basis.

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