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Navigating Changing Tariffs in the Electronic Components Supply Chain
Recently, rapid changes to tariff policy have created new challenges for manufacturers navigating the electronic components supply chain. In recent weeks, supply chain and procurement managers have had to assess the impact of both broad-sweeping and industry-targeted tariffs, a task made more difficult by ongoing…
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…
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PFAS, Supply Chain Resilience, and 4 More Topics You May Have Missed in 2023
As we close the book on 2023, there were a lot of major topics and events we discussed that impacted the semiconductor industry. From the growing scrutiny of PFAS ‘Forever Chemicals’ to major supply chain disruptions and how to respond to them, we had much…
Industry News | Regulation and Compliance updates
US Restricts AI Chip Exports to China
The U.S. Department of Commerce is restricting the sale of advanced artificial intelligence (AI) chips to China after announcing new export rules in October. The latest measures specifically target Nvidia’s A800 and H800 AI chips, with potential implications for semiconductor giants Intel and AMD. Additionally,…
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…