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…

Tensions Between China and Taiwan Pose Catastrophic Supply Chain Risk

By Logan Wamsley

A Supply Chain Risk Years in the Making The eyes of the international community are now focused squarely on the relationship between China and Taiwan, highlighting a supply chain risk that could complicate an already strenuous year. Earlier this week, one day after China celebrated the founding of the People’s Republic of China in 1949,…