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 move into positive territory for the first time in 21 months on the back of momentum from interconnected, passive, and…

Struggles in Taiwan Economy Signal Trouble for Semiconductor Market

By Logan Wamsley

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…

Following New US Chip Sanctions, Automakers Turn to Black Market

By Logan Wamsley

U.S. automakers officially may be at their breaking point. In a year that has seen raw material shortages, skyrocketing lead times, ongoing complications from stringent COVID-19 protocols, port congestion, and other major supply chain disruptions, the repercussions of the recent U.S. sanctions against the sale of chips and chip-making equipment to China are now pushing…

Understanding 2021’s Bewildering Semiconductor Market

By Logan Wamsley

The semiconductor market is experiencing a very unique time, a time where two seemingly conflicting narratives are occurring simultaneously. On one hand, global demand and sales of chips and semiconductors have never been stronger. According to IDC, worldwide semiconductor sales grew to a mammoth $464 billion in 2020, a nearly 11% increase from 2019. Even…