🔍 What's inside this episode

Threat concerns this week: AI demand triggers 60% memory chip price surge. UK's Storm Claudia shows compound weather risks. And 5 quick fire stories on aviation's $11B crisis and H5N5 bird flu.

In this week's risk update: Samsung's 60% memory price hike reveals how AI's explosive growth is starving global tech supply chains, Storm Claudia demonstrates the cascading chaos of compound weather events, and five emerging threats including aviation's supply chain breakdown and the first human case of a bird flu strain never before seen in people.

🧠 Main Threats Covered

1. Global Memory Chip Shortage Intensifies

Samsung raised DDR5 memory prices by 60% in two months as AI data center demand triggers a "super-cycle" shortage, collapsing inventory from 31 weeks to just 8 weeks and forcing panic buying across industries with analysts warning the crisis will persist through 2026.

2. Storm Claudia: Compound Weather Events Create Cascading Crises

Over 100mm of rain in 24 hours followed immediately by Arctic temperatures down to -7°C exposed how compound weather events—multiple hazards in rapid succession—create business continuity nightmares that traditional single-threat planning doesn't address.

⚡ Quick-Fire Threats

Aviation supply chain crisis worsens with $11 billion in costs expected for 2025 as aircraft deliveries fall 30% below expectations due to parts shortages and engine delays

Delhi's pollution crisis forces corporate adaptation as AQI hits 491—over 30x WHO limits—triggering emergency 50% work-from-home mandates across major companies

UK pharmacy workforce on the brink with 70% of staff reporting mental health impacts and 21% of pharmacies forced to close temporarily due to staffing shortages

Former pilot warns AI could complicate crisis response as Qantas Flight 32 hero argues automation makes flying harder when systems fail during emergencies

First human case of H5N5 bird flu detected in Washington State marking the first time this avian influenza strain has infected a person and the first US bird flu case since February

📚 Sources

Main Story #1 - Global Memory Chip Shortage:

Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say | Reuters

Memory Chip Shortage Sends Profits Higher For Samsung And Rivals | Finimize

AI Chip Boom Triggers Global Memory Shortage | TipRanks

Main Story #2 - Storm Claudia:

Storm Claudia causes road closures and flooding disruption | Daily Post

Improving picture but further flooding impacts expected | UK Government

Storm Claudia brings intense rain to England and Wales | Met Office

Quick-Fire Stories:

Supply Chain Issues Continue to Impact Airline Performance | IATA

Delhi-NCR air pollution: Corporate offices adopt work-from-home measures | Business Today

Community pharmacies face 'unsustainable' pressure | Pharmacy Business

Retired airline pilot saved over 400 lives after engine explosion | Business Insider

Washington resident is infected with different type of bird flu | AP News🔗 Links

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