Rising Trade Values Mask the True Cost of Global Supply Chain Disruptions

Global goods trade reached USD 13.7 trillion in early 2026, a 12.5 percent increase from 2025, while services grew 10.5 percent. However, this growth reflects rising prices rather than volume. Simultaneously, DRAM memory chip prices surged over 50 percent in one quarter, quadrupling since last fall. Consequently, Apple, Dell, and HP are evaluating CXMT components. Apple is seeking U.S. government assurances that CXMT, a designated Chinese military company, will not face future sanctions affecting its supply.