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What do Trump’s tariffs mean for European semiconductor procurement?
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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How geopolitics is redirecting semiconductor investment
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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Micron announces plans to expand US investments
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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UK auto & aerospace sector benefit from UK-US trade deal
Industry Insights News

UK auto & aerospace sector benefit from UK-US trade deal

For the first time, the US has committed to reducing tariffs on UK aerospace goods such as engines and similar aircraft parts from the general 10% tariff being applied to all other countries, which is expected to come into force by the end of the month. This deal is seen as a huge win for

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“A highly delicate moment for the global electronics supply chain”
Industry Insights

“A delicate moment for the global electronics supply chain”

The global electronics supply chain stands at a precarious crossroads. For Andrea Klein, CEO of Rand Technology, the current trade and tariff environment – coupled with seismic shifts in technology adoption – has created one of the most complex and uncertain periods the industry has experienced in decades. But also, one of the most exciting.

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Industry Insights

Hotspot: India

This article originally appeared in the March/April issue of Procurement Pro. By Harry Fowle, Associate Editor India, home to the world’s largest population, is a sleeping giant when it comes to its position on the world stage. Housing the recipe for success, it only needs time to cook up its power in many ways, whether

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AI supply pressures intensify amid global tariffs
Industry Insights Supply Chain Management

AI supply pressures intensify amid global tariffs

This article looks at how Rand Technology sees the intersection of runaway AI demand, memory shortages, and looming tariffs shaping the next wave of supply chain disruption. The rapid rise of Generative AI has reshaped performance expectations and infrastructure requirements across nearly every sector. As enterprises and governments rush to deploy LLMs and accelerate AI

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Confidence boost in UK projects following US/UK trade deal
Industry Insights

Confidence boost in UK projects following US/UK trade deal

A new survey has revealed a boost in optimism amongst professionals delivering projects following the announcement of a US/UK trade deal, though some concerns remain about the deal’s longer-term implications. The vast majority (85%) of respondents are confident in their organisation’s ability to carry out projects following the deal. The survey revealed this was consistent

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China’s role in automotive semiconductor innovation
Industry Insights

China’s role in automotive semiconductor innovation

Yole Group launches its first automotive White Paper, Vol. 1 – Part of the 2025 White Paper Collection. The automotive industry is undergoing a profound transformation. At the heart of it all? Semiconductors. The automotive industry is experiencing its most transformative era since its inception. From electric cars to autonomous shuttles, high-speed trains to aircraft,

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How tariffs are reshaping the electronics supply chain
Industry Insights Supply Chain Management

How tariffs are reshaping the electronics supply chain

In a recent webinar hosted by Procurement Pro, a group of industry experts gathered together to discuss how the US tariffs are reshaping the electronics supply chain. The current trade environment is best described in stark terms: chaos, disruption, and confusion. The experts painted a picture of an industry grappling with rapid and unpredictable changes.

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