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Defense supply chains are becoming more focused on where materials come from, not just where finished components are assembled. Recent activity around scandium and germanium shows how quickly upstream materials can become a strategic concern for aerospace, defense, and electronics manufacturers. Lockheed Martin is pursuing domestic and allied sources of scandium and germanium, including potential…
Semiconductor headlines often focus on the most advanced devices. AI accelerators, leading-edge logic, high bandwidth memory, and advanced packaging dominate the conversation. But recent market signals show another important trend. Mature chips are gaining renewed attention as industrial, automotive, and data center demand improves. A major analog and embedded chip supplier reported second quarter revenue…
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 model year 2027, with restrictions on covered vehicle connectivity hardware beginning with model year 2030. The rule also applies to…
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, or supplier allocation notices, but few spend much time thinking about the lithography tools used inside a fab. That may…
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 and hardware restrictions beginning for model year 2030. The rule applies to vehicle connectivity systems, including technologies that allow a…
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 for GlobalWafers’ 300mm raw silicon wafer manufacturing facility in Sherman, Texas. As part of the agreement, Micron and GlobalWafers will…