Resilinc Special Report

AI Driving the Semiconductor Supercycle and Testing the Semiconductor Supply Chain

The global semiconductor supply chain is entering what many analysts call a new “Supercycle”, which is a multi-year expansion driven by surging demand for AI infrastructure, advanced memory technologies, and more. While industry momentum remains strong, recent investor caution suggests valuations may be outpacing fundamentals. This special report explores how AI-driven demand is transforming production, investment, and sourcing strategies, and how companies can navigate the resulting supply chain strategic shifts to stay agile and resilient in a fast-evolving market.
Key Insights:
  • SoftBank’s $5.8 billion sale of its Nvidia stake signals concern that AI-linked valuations may be overheating after a prolonged rally
  • Nasdaq Composite fell 3% in a single week, its steepest drop since April, as AI-heavy stocks like Nvidia and Palantir slid more than 7–11%
  • Analysts project double-digit global chip growth through 2026, keeping long-term prospects intact despite near-term turbulence