Industry Insights

Industry Insights

Nasdaq set to surge on Trump’s NVIDIA U-turn

The Nasdaq is on the brink of a powerful new rally after NVIDIA confirmed it will resume AI chip sales to China – with backing from the US government – marking a dramatic reversal in trade policy and a major catalyst for markets. This is the bullish prediction from Nigel Green, CEO of deVere Group

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Industry Insights Supply Chain Management

Climate change could disrupt semiconductor production

One-third (32%) of global semiconductor production will be reliant on copper supply at risk from climate disruption by 2035, rising to 58% by 2050 if emissions do not decline, according to a new report from PwC. The report finds that climate disruption risk poses a growing threat to the $650 billion semiconductor industry, which is

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Events Industry Insights News

Can a UK semiconductor centre deliver on its promise?

On 7th July 2025, TechUK hosted a conference in London to explore the shape and function of a proposed UK Semiconductor Centre. With £19 million earmarked by the government for its creation, the question now is how this centre will turn ambition into action. From the opening remarks and across three panel sessions the message

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Industry Insights News

Singapore looks to boost its GaN manufacturing capabilities

The National Semiconductor Translation and Innovation Centre for Gallium Nitride (NSTIC (GaN)) was officially opened by Minister-in-charge of Energy and Science & Technology, Dr Tan See Leng. NSTIC (GaN) is Singapore’s first national facility dedicated to gallium nitride semiconductors – a technology that enables smaller, faster and more energy-efficient electronic devices. The Centre brings advanced

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Industry Insights

US tariffs could redirect manufacturing to Mexico

The United States-Mexico-Canada Agreement (USMCA), effective 1st July 2020, modernises the North American Free Trade Agreement (NAFTA) by updating trade, labour, environmental, and digital commerce regulations. A key feature is that USMCA-compliant goods are exempt from US tariffs, including those set for 2nd April 2025. Compliance hinges on a significant portion of a product’s value

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Industry Insights News

Supply chain chaos as TI raises prices by 15% minimum

Anglia Components has responded to concerns in the market that lead times are predicted to move out rapidly later in the year now that the market appears to be picking up. News from many sources confirm that the excess inventory which has built up over the past two years has mostly been consumed, and at

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Industry Insights

Sandia to help propel US semiconductor manufacturing

Sandia National Laboratories has joined a new partnership aimed at helping the United States regain its leadership in semiconductor manufacturing. While the US was considered a powerhouse in chip production in the 1990s, fabricating more than 35% of the world’s semiconductors, that share has since dropped to 12%. Today, the US manufactures none of the

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Industry Insights Supply Chain Management

What do Trump’s tariffs mean for European semiconductor procurement?

By Puneet Saxena, Corporate Vice President, Manufacturing Industry Strategy, Blue Yonder Since April 2025, the global semiconductor industry, along with its interconnected procurement, supply chain, and customer base, has been grappling with the impact of newly imposed tariffs from the Trump administration. Just weeks earlier, outlets including Reuters reported that “Tariffs on imported semiconductor chips

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Industry Insights Market Analysis

How geopolitics is redirecting semiconductor investment

Geopolitical tensions are redirecting global investments in advanced semiconductor technologies, reshaping the semiconductor supply chain in pursuit of technological sovereignty. The vast majority of the world’s most advanced silicon chips are manufactured in Taiwan by a single company – Taiwan Semiconductor Manufacturing Company (TSMC). These chips power everything from data centres to smartphones. However, Taiwan’s

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Industry Insights News

Micron announces plans to expand US investments

Micron Technology and the Trump Administration announced Micron’s plans to expand its US investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of the announcement, Micron plans to invest an additional $30 billion beyond prior plans which includes building a

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