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At first glance, the escalating military conflict between Israel and Hamas should have little impact on the global semiconductor market, at least compared to what the tensions between China and Taiwan could do. However, despite its small size, Israel has a significant influence on the global chip industry, and the implications of its conflict with…
In an era where technological advancements drive economies and national security, the semiconductor industry stands as a linchpin of progress. From smartphones to AI systems and defense applications, semiconductors are the bedrock of modern innovation. The intricate web of global supply chains, however, has highlighted the vulnerability of nations to disruptions caused by geopolitical tensions.…
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…