Trump’s threat of up to 100% tariffs on Taiwanese semiconductors could shake the electronics sector. Inspiring reshoring or inviting chaos?
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Five issues facing the semiconductor supply chain in 2025, from global conflict to policy shifts, and why buyers should brace for more volatility.
Forecaster Malcolm Penn sees the semiconductor downturn bottoming out. His Golden Cross analysis points to a coming period of industry growth.
What a second Trump term means for the semiconductor industry: will policy boost reshoring and chip availability or spark new supply chain struggles?
Hurricane Helene flooded the Spruce Pine mines that supply the world’s high-purity quartz for chipmaking. Could this trigger another chip shortage?
ECIA component sales sentiment kept improving through August, a positive sign as the market works through excess inventory toward balanced supply.
CHIPS Act fab construction is booming in the US, EU, and Asia. Could the semiconductor building bonanza swing the market into a perpetual component glut?
Automotive, consumer electronics, and telecom demand is set to drive strong growth in the semiconductor memory market. See the forecast.
Researchers develop a next-generation stretchable electronic component that overcomes the mechanical limits of conventional inorganic materials.
ECIA’s monthly index climbed back to 103.4 in July with more growth forecast for August, an encouraging rebound for electronic component sales.
