Why Ongoing Tariff Talks Between the U.S. and China Could Reignite the Push for Strategic Inventory Storage

By Michael Stratton

Trade tensions between the U.S. and China are once again making headlines. As policymakers revisit tariffs on imported electronics, manufacturers across North America are bracing for renewed uncertainty. For companies that rely heavily on semiconductor components, even minor policy shifts can ripple through balance sheets and production schedules within weeks. While tariffs often dominate headlines…

What the Mexico Nearshoring Boom Means for U.S.-Based Semiconductor Storage

By Michael Stratton

As global supply chains shift, Mexico is emerging as a critical hub for electronics and automotive manufacturing. Driven by rising costs in Asia, trade tensions, and the desire to shorten lead times, companies are accelerating nearshoring strategies—building new plants and relocating production south of the U.S. border. While nearshoring offers advantages in labor, logistics, and…

How Power Semiconductor Shortages Are Forcing OEMs to Buy and Store Early

By Michael Stratton

The global demand for power semiconductors is surging, driven by the rapid growth of electric vehicles, renewable energy systems, and advanced industrial automation. Silicon carbide (SiC) and gallium nitride (GaN) devices—essential for high-voltage, high-efficiency applications—are at the center of this demand. Yet production capacity has not kept pace, leaving OEMs with a difficult choice: risk…

What Secure Component Storage Means in a World of Increasing IP Theft and Tampering

By Michael Stratton

As the global electronics supply chain grows more interconnected, so do the threats. From state-sponsored IP theft to corporate espionage and gray-market tampering, the stakes for protecting electronic components have never been higher. While most companies focus on securing their designs, networks, and supplier relationships, one critical area is often overlooked: where and how components…

Why Tier 1 Suppliers Are Embedding Storage Requirements in Their Contracts

By Michael Stratton

As global supply chains become more complex, Tier 1 suppliers across aerospace, automotive, and medical device industries are tightening control over how their parts are handled—not just during transit, but during storage. Increasingly, they’re embedding explicit storage requirements into supplier contracts to ensure compliance, traceability, and product integrity over the long term. This shift marks…