AI Hardware Supply Chain Intelligence

Know the shortage
before it kills
your build.

Real-time procurement intelligence for companies building AI hardware. BOM risk scoring, constrained component alerts, and sourcing execution — before lead times blow up your timeline.

Live Signals ●
HBM3e (SK Hynix) ↑ Lead time +6wk
MLCC 1206 (Murata) ⚠ Allocation tightening
CoWoS Substrate CONSTRAINED through Q4
DDR5 64GB ↑ +34% MoM pricing
400G Ethernet ASIC ⚠ 22-week lead time
NIC (Mellanox CX7) ↓ Easing slightly
Power Management IC ↑ Foundry allocation cut 18%
Rare Earth (Ga/Ge) China export controls active
HBM3e (SK Hynix) ↑ Lead time +6wk
MLCC 1206 (Murata) ⚠ Allocation tightening
CoWoS Substrate CONSTRAINED through Q4
DDR5 64GB ↑ +34% MoM pricing
400G Ethernet ASIC ⚠ 22-week lead time
NIC (Mellanox CX7) ↓ Easing slightly
Power Management IC ↑ Foundry allocation cut 18%
Rare Earth (Ga/Ge) China export controls active
$216B
Component dist. market in 2026
22wk
Avg lead time, constrained parts
83%
Hyperscaler capex growth YoY
2028
Memory constraints projected through
The Problem

Your BOM has landmines. Most teams find out too late.

The AI hardware boom has created a K-shaped supply chain. Commodity parts are in oversupply. But the specific components your AI product actually needs — HBM, advanced MLCCs, CoWoS substrates, power management ICs — are constrained, allocated, and getting worse.

The hyperscalers locked in contracts 18 months ago. Everyone else is competing for what's left. Your procurement team finds out about a shortage when the quote comes back at 3x price with a 22-week lead time.

SupplySignal monitors constraint signals across 400+ component categories and delivers actionable intelligence — before your timeline is already broken.

CRITICAL
HBM3e — SK Hynix H5CG48AGBDX
Lead time surged to 28wk. Allocation locked for tier-1 customers through Q3. Recommend immediate alternate qualification or buffer stock.
2h ago
WATCH
MLCC 1206 10µF 25V — Murata GRM31CR61E106KA12
Murata shifting capacity to AI server segment. Lead times trending 14→18wk over 30 days. Pre-position stock now.
6h ago
WATCH
400G QSFP-DD Ethernet ASIC — Broadcom BCM57504
22wk lead time holding steady but pricing up 18% MoM. Sourcing window narrowing.
12h ago
CLEAR
DDR4 16GB SO-DIMM — Samsung M471A2K43EB1
Commodity DDR4 remains in oversupply. Lead times 4-6wk. No action required.
1d ago
What We Do

Three ways we keep your supply chain from breaking.

01 — Intelligence
BOM Risk Scoring
Upload your bill of materials. We score every line item against current lead times, geopolitical risk, allocation status, and pricing trajectory. Red / Yellow / Green — with specific actions for every flag.
From $500 / assessment
02 — Monitoring
Weekly Signal Brief
A curated intelligence brief covering constraint movements, pricing spikes, allocation shifts, and geopolitical disruption signals across 400+ component categories. Delivered every Monday before markets open.
From $199 / month
03 — Execution
Sourcing Rescue
When our intelligence flags a critical component on your BOM, we don't just warn you — we source it. Independent distributor network, open-market access, alternate part qualification. We fix the problem.
15–30% margin on secured components
Live Signal Preview

This week's constraint map.

Component Constraint Index — Week of May 4, 2026 ●
HBM3e (SK Hynix / Micron) CRITICAL +6wk lead time MoM
CoWoS Advanced Packaging Substrate CRITICAL Allocated through Q4 2026
MLCC 1206 Hi-Cap (Murata / TDK) WATCH Capacity diverting to AI segment
400G Ethernet ASIC (Broadcom) WATCH 22wk avg, pricing +18% MoM
DDR5 64GB ECC (Samsung / Micron) WATCH +34% pricing, tightening supply
Gallium / Germanium (China export) CRITICAL Export controls active, no relief
DDR4 commodity SO-DIMM CLEAR Oversupply, 4–6wk
Standard 28nm FPGA (Xilinx) CLEAR Normalized, available
Pricing

Start with intelligence.
Scale to execution.

Signal
$199/mo
Weekly intelligence brief. Know what's moving before your competitors do.
  • Weekly constraint signal brief
  • 400+ component categories tracked
  • Geopolitical risk flags
  • Pricing trend alerts
  • BOM risk scoring
  • Sourcing execution
  • Dedicated analyst
Intel + BOM
$999/mo
Full intelligence plus monthly BOM risk assessment with specific action recommendations.
  • Everything in Signal
  • Monthly BOM risk score
  • Alternate part recommendations
  • Custom category tracking
  • Email support
  • Sourcing execution
  • Dedicated analyst
Full Service
$2,500/mo
Procurement intelligence plus active sourcing execution. We monitor, flag, and fix.
  • Everything in Intel + BOM
  • Weekly BOM monitoring
  • Sourcing execution on critical parts
  • Dedicated analyst access
  • Supplier network access
  • Regulated industry documentation
  • Priority response SLA
Early Access

Get in before
the next shortage.

We're opening early access to a limited number of hardware teams. Sign up for the Signal brief free for 30 days — no credit card, no commitment.

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What you'll receive every Monday
Top 5 critical constraints this week Included
Pricing movement alerts (+/- thresholds) Included
Geopolitical risk flags (trade, export controls) Included
Recommended pre-positioning actions Included