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China’s recent policy to exclude Intel and AMD chips from its government computers marks a significant pivot in the global semiconductor landscape. This move is not merely an alteration in procurement strategy but a clear indication of China’s intent to foster technological autonomy and reduce its reliance on foreign semiconductor giants. Intel and AMD, synonymous…
In a year that has seen a degree of optimism regarding global supply chain news — at least compared to recent years — a notable exception is the medical device supply chain. Since the COVID-19 pandemic revealed many weaknesses in the U.S. medical supply chain’s ability to provide life-saving tools and equipment in times of…
While there will always be minor ebbs and flows analyzing any market, long-term the electronic component market will almost assuredly grow to unprecedented levels. Over the next five years, it is anticipated that the market will be valued at nearly $900 billion, driven primarily by exponential demand increases in market such as automotive, healthcare, consumer…
Supply Chain Relief Does Not Come Without Risk Since the beginning of the COVID-19 pandemic, much of the news coverage regarding global supply chains has centered around inventory shortages, particularly in the electronics sphere. For 2024, however, that narrative seems to be shifting at least temporarily from inventory shortages to overhang inventory. While this state…
Moore’s Law, named after Intel co-founder Gordon Moore, has been a cornerstone of the semiconductor industry for over five decades. It predicts that the number of transistors on a microchip will double approximately every two years, leading to an exponential increase in computing power. This prediction has been a driving force behind the semiconductor industry,…
The rise of cryptocurrency has had a profound impact on various industries, and the semiconductor industry is no exception. Cryptocurrencies, such as Bitcoin, rely on a technology called blockchain, which requires substantial computational power and energy for transaction processing and mining new coins. This demand has driven significant growth in the semiconductor industry. Semiconductors, specifically…