ICT inflation impact limited as supply shock falls short

Prices for memory, advanced copper foil, glass fiber cloth, and ABF substrates keep rising as makers pass on costs amid tight supply, but the impact on ICT inflation remains limited because the supply shock has been weaker than expected.

• Memory, copper foil, glass fiber cloth and ABF substrate prices are rising
• Makers are passing on costs amid tight supply
• The supply shock has been weaker than expected
• Impact on ICT inflation remains limited