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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…
The Ukraine-Russia conflict has revealed many shortcomings and bottlenecks in the global supply chain, and over one year in it is still revealing new wrinkles that, in some cases, will permanently alter how electronics manufacturers evaluate supply chain risk. One such wrinkle is the revealing of just how sophisticated black and gray markets for microchips…
February 24th marks the one-year anniversary of the beginning of the war in Ukraine. Without question, the consequences have been vast. According to Ukraine’s prosecutor, 9,655 civilians have perished since the war began, and approximately 8 million people have become refugees. Although Kyiv remains upbeat about their current chances in the war — by fall…
As of this writing, the 7.8 earthquake that struck Turkey and Syria has claimed the lives of more than 22,000 civilians. Worse still, survivors, many of whom are now homeless, will now have to face a series of “worsening and horrific conditions” including cold and snow. The Syrian city of Aleppo, for example, is forecasting…
A Supply Chain Defined by Disruption In today’s global supply chain, the “golden screw” dilemma is becoming increasingly common. This is when a manufacturer has completed between approximately 80% and 99% assembly of a product, but for one reason or another, it cannot acquire one specific, critical part to complete the assembly and ship the…
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…