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Advanced packaging is becoming one of the most important parts of the semiconductor supply chain, but it is also becoming harder to forecast. The latest signal came from concerns that some major memory customers may…
The semiconductor industry is in the middle of one of the largest expansion cycles in its history. New fabs are being announced. Advanced packaging capacity is becoming more strategic. Materials, chemicals, equipment, storage, and logistics…
Advanced packaging is becoming one of the most important control points in the semiconductor supply chain. For years, the industry focused heavily on wafer output. If enough wafers could be produced, the assumption was that…
For years, semiconductor supply chain risk was mostly discussed at the finished component level. Buyers watched lead times, pricing, allocation notices, and distributor availability to understand where pressure was building. Those signals still matter, but…
Critical minerals are moving from the background of the semiconductor conversation to the center of supply chain strategy. On June 18, Reuters reported that China defended its export controls on critical minerals after the G7…
For years, semiconductor buyers have watched lead times, pricing, and inventory levels to understand where the market is headed. Those indicators still matter, but they no longer tell the full story. In today’s semiconductor market,…