Chip Manufacturers Embrace Production Beyond China, Including in the US

By Logan Wamsley

Semiconductors today now play a critical role in nearly every major industry in some form or another. And as supplier inventories have remained scarce, these industries ranging from automotive to healthcare to consumer electronics have felt the repercussions. Not immune to these repercussions are the chipmakers themselves, who across the board are seeing significant losses…

Inflation and Shipping Costs Hit All-Time Highs

By Logan Wamsley

In the wake of the Federal Reserve’s recent announcements that they will reduce their balance sheet by as much as $95 billion per month — with anticipation they will deliver two half-point interest rate hikes in the coming months — inflation remains at approximately 8.5%, its highest level in over 40 years. The warning signs…

Supply Chain Shortages for Semiconductors to Last to 2024, Says Intel CEO

By Logan Wamsley

If there was any hope that the electronic component and semiconductor markets are on the upswing, many of those hopes were squashed in a recent CNBC interview with Intel CEO Pat Gelsinger. According to Gelsinger, he expects the semiconductor industry to face supply chain shortages until at least 2024. Gelsinger’s comments come following the release…

Lead Times Increase to Highest Levels Seen Since 1987

By Logan Wamsley

The hope moving into 2022 was that as COVID restrictions across the global supply chain waned and ports gradually improved their infrastructures to match the quantity of inventories being shipped, there would be some signs that the struggles seen in 2020 and 2021 would be waning. Unfortunately, that does not seem to be the case.…

Lockdowns in China Threaten Global Supply Chain Recovery

By Logan Wamsley

Kunshan, China is one of the of the most important technology hubs in the global supply chain. Located approximately 30 miles west of Shanghai, it is the location of many Taiwanese-owned facilities such as Unimicron Technology, Eson Precision, and Elite Material that produce circuit boards for industries ranging from consumer electronics to automotive. Unimicron, for…