Amble Electronics posted record Q1 revenue, up fivefold YoY and 20‑30% QoQ, driven by severe memory chip shortages.
Memory shortages (DDR4, DDR5, NOR flash, SSDs, HDDs) made up ~70% of constraints, DDR5 spot prices hit ~10× contract.
Manufacturers like Infineon, STMicroelectronics, NXP, Analog Devices, ON Semiconductor raised prices, spurring Q1 pull‑forward; TI and Microchip kept prices steady.
Second‑quarter activity softened as pull‑forward waned, with customers shifting to defined price targets amid improving manufacturer support.