Industry Insights

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Industry Insights Supply Chain Management

Tariffs, trade, & transition: insights from a supply chain expert

Tariffs, tariffs, tariffs. Since the inauguration of Trump, that cursed word has been almost inescapable. Just so happen to produce a key commodity or component? Tariff. Trade just a bit too much with your red, white, and blue neighbour? Tariff. Maybe you happen to own a big chunk of land by the arctic? Tariffs! Fundamentally

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Industry Insights Market Analysis

Automotive artificial intelligence (AI) market

Automotive is an important area of application for artificial intelligence (Al), involving the use of various technologies such as machine learning, natural language processing computer vision, and context awareness. Self-driving vehicles on trial are equipped with artificial intelligence software and a set of hardware sensors, including LiDAR, video camera, position estimators, and distance sensors. The

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Industry Insights Supply Chain Management

Supplier spotlight: Rochester Electronics

Rochester Electronics was founded in 1981 by Curt Gerrish, who had spent two decades at Motorola in a senior role. During his time there, he recognised a critical challenge in the semiconductor industry: when parts became obsolete or reached the end of their lifecycle, they were simply scrapped. Seeing an opportunity, Gerrish approached Motorola and

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Chinese threat actors target Taiwan’s semiconductor industry
Industry Insights

Chinese threat actors target Taiwan’s semiconductor industry

Cybersecurity researchers at Proofpoint have uncovered an escalation in cyber espionage activity targeting Taiwan’s semiconductor industry, with multiple China-aligned threat actors launching coordinated phishing campaigns to gather intelligence across the entire supply chain. Between March and June 2025, at least three distinct threat groups – tracked by Proofpoint as UNK_FistBump, UNK_DropPitch, and UNK_SparkyCarp – engaged

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Nasdaq set to surge on Trump’s NVIDIA U-turn
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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Climate change could disrupt semiconductor production
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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Singapore looks to boost its GaN manufacturing capabilities
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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Supply chain chaos as TI raises prices by 15% minimum
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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