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Calling Artificial intelligence (AI) the trend of 2023 is a monumental understatement. As the technology continues to evolve at an astonishing rate and embed itself into nearly every facet of daily life, we are still trying to understand the full implications it will have from the business side. Of these implications, among the most fascinating…
The chip market in 2023 is difficult to understand, and even harder to predict moving into the new year. While companies can, it’s time to seriously consider buffer stock. Geopolitics Signal Chip Market Danger Although some relief has been seen in recent months from the chip shortage that became the new normal following the COVID-19…
Taiwan has had a difficult start to 2023 for a myriad of reasons, not least of which is the increasing tensions between the Taiwanese government and mainland China. The woes have stretched beyond the political front, however, as its export-dependent economy continues to struggle. Following a larger-than-expected market contraction in Q1, the country officially plunged…
The U.S. has historically dominated the semiconductor design process. According to the Center for Security and Emerging Technology, 47% of semiconductor design is done in the U.S., along with 52% of intellectual property patents and a whopping 96% of software designs. This, however, has not translated to chip production. For various reasons such as lower…
Innovation, particularly in electronics manufacturing, occurs in one of two ways: organically and artificially. The former is the result of a natural progression of technology and consumer expectations, occurring as a part of the organization’s evolution over time. The latter, however, is far more abrupt. In this case, a major variable, such as a global…
The Ukraine-Russia conflict has revealed many shortcomings and bottlenecks in the global supply chain, and over one year in it is still revealing new wrinkles that, in some cases, will permanently alter how electronics manufacturers evaluate supply chain risk. One such wrinkle is the revealing of just how sophisticated black and gray markets for microchips…