Industry Insights

Industry Insights Market Analysis

NVIDIA earnings confirm AI’s dominance

NVIDIA has reported stronger-than-expected earnings and revenues, with sales guidance of $54 billion for the current quarter, reinforcing that artificial intelligence demand is driving an unprecedented expansion of infrastructure. This latest confirmation cements AI as the most powerful force shaping global markets, says global financial advisory giant deVere Group. The results landed as the S&P

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Industry Insights

Building a sovereign AI chip design industry in the UK

The Council for Science and Technology (CST) has issued detailed recommendations on how the UK could establish a sovereign artificial intelligence (AI) chip design industry, identifying it as a once-in-two-decades opportunity. With global demand for AI chips forecast to grow by 30% per year until 2030 – reaching more than half of total semiconductor revenues

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Industry Insights

Astute ushers in new era of distributed intelligence

The future of AI is no longer a Cloud-based paradigm; it is being defined by a fundamental move away from centralised data centres to a distributed network. This is a direct response to a critical challenge: Cloud-based AI, with its inherent latency, cannot meet the demand for instantaneous, real-time decision-making in mission-critical applications. The AI

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Industry Insights

How EMS teams can quote smarter amid tariff volatility

CalcuQuote, a supply chain solutions provider for the electronics industry, will host a live webinar titled ‘How to Quote Around Tariff Changes in EMS’ on Wednesday, 20th August 20 10am CDT. The session will guide companies through the complexity of global tariff fluctuations and teach strategies to embed flexibility into quoting workflows. Targeted at EMS

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Industry Insights Sourcing Strategies

Agentic AI in procurement balancing innovation and ethical responsibility

This article originally appeared in the May/June issue of Procurement Pro. By Simon Thompson, VP Northern Europe, JAEGGAER In an era where artificial intelligence (AI) is rapidly evolving, reshaping industries worldwide, procurement is emerging as a key area for AI-driven transformation. One of the most promising advancements in this space is Agentic AI. Agentic AI

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Industry Insights News

Trump announces 100% tariff on foreign-made chips

President Trump has announced plans to impose a 100% tariff on imported semiconductors, signalling a potentially significant escalation in trade policy that could impact the global electronics supply chain. The proposed levy would apply to foreign-made computer chips, raising costs on a wide array of consumer and industrial goods, including electronics, vehicles, and household appliances.

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Industry Insights News

Apple invests in US: what do we know?

Apple has announced a fresh $100 billion investment in the US, adding to the $500 billion it already pledged over a four-year period. While the move is framed as a commitment to strengthening domestic supply chains and innovation, it also reflects the mounting pressure on global tech firms to realign in the face of aggressive

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Industry Insights Market Analysis

Empowering smart procurement: navigating component performance, budget, and compliance

By Marie-Pierre Ducharme, Vice President, EMEA Marketing & Business Development, Mouser Electronics The electronics industry is a highly dynamic and fast-paced environment where procurement teams face a delicate balancing act: they must ensure components meet stringent performance requirements, adhere to budget constraints, and comply with an ever-growing list of regulatory standards. Each of these priorities

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Industry Insights

Supplier Spotlight: Freedom USA

This article originally appeared in the May/June issue of Procurement Pro. Key facts: Headquarters: Odessa, Florida Facility size: 20,000 sq. ft Locations: Florida, USA; Shenzhen, China; Bangalore, India Number of employees: 60 • $60 million revenue in 2024 Estimated $75 million in 2025 The mission “My goal has been to keep things simple. We want

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Industry Insights

Remembering historic memory devices

Since the onset of the electronics revolution, semiconductor memories have played an integral role. Broadly, memory can be grouped into two categories: non-volatile memory, which retains content when power is removed, and volatile memory, which loses its content when power is removed. In this first entry of Rochester Electronics’ semiconductor memory series, we will look

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