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May 21 2024
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Japan Invests $2.7 Billion in Rapidus: A Strategic Leap in Semiconductor Manufacturing

By Michael Stratton

A Major Investment in Semiconductor Manufacturing In a significant move to bolster its semiconductor industry, Japan has announced a substantial ¥330 billion ($2.7 billion) investment in Rapidus, a leading-edge semiconductor company. This strategic investment highlights…

May 15 2024
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U.S. Tariff Policies on China: Implications for the Semiconductor and EV Industries

By Michael Stratton

Introduction: A Strategic Shift in U.S. Trade Policy The Biden administration’s recent move to impose tariffs on Chinese electric vehicles (EVs) and solar products is a significant development with far-reaching implications for the semiconductor and…

May 14 2024
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Counterfeit Components Still Plague Global Supply Chain. What Is the Best Solution?

By Logan Wamsley

Although the supply of critical electronic components and semiconductors has increased in 2024, even to the point where excess inventory is again becoming a concern, this has not negated many of the risks typically associated…

May 09 2024
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Supply Chains: Don’t Ignore 2024 Geopolitical Risks

By Logan Wamsley

In many regards, the current state of the electronic component and semiconductor market is quite positive. According to ECIA’s Electronic Component Sales Trend (ECST) released in March, for example, February saw overall electronic component sales…

Mar 28 2024
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Vishay’s Strategic Acquisition of General Semiconductor: Reshaping the Semiconductor Landscape

By Michael Stratton

A Strategic Move in the Semiconductor Industry Vishay Intertechnology’s recent acquisition of General Semiconductor is a significant event in the semiconductor industry, signaling a noteworthy shift in market dynamics and competitive landscapes. This move not…

Mar 27 2024
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The Tectonic Shift in Semiconductor Dynamics: China’s New Policy on Intel and AMD

By Michael Stratton

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…

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