P5 Platform
China Bans Export of Gallium, Germanium, Antimony, & Graphite Materials to the United States
China recently announced a ban on the export of key raw materials: gallium, germanium, antimony, and graphite. These elements are critical in the manufacturing of various high-tech electronic components, and the world’s reliance on Chinese supplies makes this development particularly significant. The timing of the…
Proposed New Tariffs Threaten Higher Electronic Component Prices in 2025
New tariffs proposed by the incoming Trump Administration could lead to higher electronic component prices in 2025. President-elect Donald Trump has announced he would impose new tariffs when he takes office, targeting the United States’ biggest trade partners – Canada, Mexico, and China. While the…
Typhoon Gaemi Disrupts Supply Chain in Taiwan and China
On July 25th, Typhoon Gaemi ripped through Taiwan and China’s Fujian coastline, disrupting the supply chain with rough seas, power outages, and flooding in its wake. The typhoon was one of the strongest to hit Taiwan in eight years with wind gusts up to 141…
Samsung Labor Strike Targets High-Powered AI Memory Chips
The recent 2024 Samsung labor strike has been brooding for some time. Samsung Electronics’ South Korean labor union is now threatening to disrupt high-power AI chip production as part of an ongoing labor strike. On July 10th, the National Samsung Electronics Union announced it would…
Latest Updates: Taiwan Earthquake Impact on Semiconductor Supply Chain
Latest update April 12th. Original article published on April 4th A 7.4 magnitude earthquake shook Taiwan on Wednesday, threatening the supply chain for 92% of the globe’s advanced semiconductors. The quake struck at around 8 am local time just 11 miles southwest of Hualien City….
U.S. Invests in Chip Factories in Colorado and Oregon
On January 4th, the Biden administration announced a commitment to allocate $162 million to Microchip Technology, aiming to bolster the domestic production of computer chips. This marks the latest announcement associated with a 2022 law aimed at revitalizing semiconductor manufacturing in the United States.The incentives…
Department of Defense Invests $39.9 Million to Strengthen U.S. PCB Supply Chains
On November 15th, 2023, the U.S. Department of Defense awarded $39.9 million to Calumet Electronics Corporation through the Defense Production Act Investment (DPAI) Program. This investment aims to enhance Calumet’s capabilities in producing High-Density Build-Up (HDBU) substrates, including High-Density Interconnect Printed Circuit Board (PrCB) cores…
TSMC’s New 3nm Chip Wafers Priced at $20,000
TSMC released pricing for their latest and smallest chip node technology at a 25% price hike over their current 5nm wafer. The new wafers with 3nm node technology will be priced at $20,000 apiece. This news comes as a surprise as Samsung already announced partnerships…
Apple to Move iPhone 14 Manufacturing to India
Apple has announced that it will be moving the production of its newest phone, the iPhone 14, to India, shifting production away from China. This shows a major shift as China owns 30% of global manufacturing, according to a report on manufacturing industry statistics for…
China Conducts Missile Drills Near Taiwan
On Wednesday, August 3rd, China launched 11 missiles into waters surrounding Taiwan’s northeast and southwest coast just hours after US House Speaker, Nancy Pelosi, had concluded her visit to Taiwan. China has not shown a display of military power like this in over 25 years. China’s reprisal…