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Hardware compliance is becoming a larger part of supply chain strategy, especially in automotive and connected technology markets. Recent U.S. connected vehicle rules prohibit certain connected vehicle software linked to China or Russia beginning with…
Lithography has usually been treated as a manufacturing topic. For most OEMs and EMS providers, it sits far upstream from day to day sourcing decisions. Buyers may follow chip lead times, component pricing, distributor inventory,…
Connected vehicles are creating a new kind of supply chain challenge for automakers. Recent U.S. rules restrict certain connected-car software and hardware linked to China or Russia, with software restrictions beginning for model year 2027…
Micron’s latest U.S. semiconductor investment highlights an important shift in supply chain strategy. The company announced up to $3 billion in strategic investments to strengthen the U.S. semiconductor ecosystem, including $500 million in financing support…
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…