Every week, Rinchem shares important articles and topics about chemical and gas logistics, industries we operate in, and the general global supply chain. In this week's review we discuss the AI chip boom causing supply chain strains, EU's efforts to make their pharma industry more resilient, and new way to make hydrogen peroxide.
Keep reading to see this week's hot topics.
This week's stats
3.3 weeks- global suppliers' average inventory of conventional DRAM chips. Inbound Logistics
AI Chip Demand Creates New Global Supply Chain Strains
The article “AI Chip Demand Creates New Global Supply Chain Strains” reports that demand for high-bandwidth memory (HBM) chips used in AI datacenters has surged so sharply in 2025 that manufacturers are diverting production away from conventional memory chips — causing a collapse in supply of standard DRAM and flash memory. This shift has sent shock waves through the global supply chain: electronics makers worldwide are struggling to secure everyday memory components, prices are rising, lead-times are lengthening, and some retailers have even begun rationing memory-heavy devices while smartphone makers warn of price hikes or reduced model availability. The disruption is stretching beyond just chip factories: logistics firms, warehousing operations, freight providers and importers are all bracing for volatile demand, unpredictable shipment patterns, and spur-of-the-moment expedited orders as companies try to keep assembly lines and product launches on track.
With eye on supply chain resilience and domestic production, EU nudges closer to drug shortage prevention framework
The article “With eye on supply chain resilience and domestic production, EU nudges closer to drug shortage prevention framework” describes how the European Council has backed a proposed legal framework — the Critical Medicines Act (CMA) — aimed at strengthening supply-chain resilience across the European Union. Under the plan, EU member states would encourage domestic production of critical medicines and active ingredients, promote collaborative procurement among fewer countries, and prioritize “resilience criteria” over price when procuring essential drugs — all to reduce risks of shortages that have plagued many regions.
Sunlight, water and air power a cleaner method for making hydrogen peroxide
The article “Sunlight, water and air power a cleaner method for making hydrogen peroxide” describes a breakthrough by scientists at Cornell University who developed a new solar-driven method to produce hydrogen peroxide using nothing more than sunlight, water, and air. Rather than relying on the traditional fossil-fuel-heavy and waste-producing anthraquinone process, the new method uses engineered, light-responsive materials (named ATP-COF-1 and ATP-COF-2) that harness visible light to split water and oxygen and generate hydrogen peroxide. Because the materials are stable and reusable and the process requires only widely available resources, it could enable decentralized, on-site production — for example at water-treatment plants, hospitals, or smaller industrial facilities — reducing reliance on large chemical-plants, cutting greenhouse-gas emissions, lowering transport demands, and improving safety.
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