chips

News

U.S. clamps down on South Korea’s chip exports to China

In recent years, the U.S., Japan, and the Netherlands have progressively tightened restrictions on China’s access to semiconductor technology. In contrast, South Korea has responded more cautiously to U.S. demands, owing to its heavy reliance on the Chinese market. This is all in the midst of growing U.S.-China tensions. However, according to a report by

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Sourcing Strategies

Where to source chips for cars?

The automotive industry is navigating an unprecedented semiconductor shortage, driven by a confluence of factors ranging from the COVID-19 pandemic to geopolitical tensions. For procurement professionals tasked with ensuring continuity in production and product innovation, understanding where and how to source these chips is an important part of their roles. Direct sourcing from manufacturers Sourcing

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Industry Insights

Concerns grow over the global AI compute divide

As AI cements its place at the forefront of the new ‘industrial revolution’ and drives growth for nations across the world, a new form of geopolitical contestation is emerging – the battle over AI compute infrastructure. A recent study by Vili Lehdonvirta, Bóxī Wú, and Zoe Hawkins from the Oxford Internet Institute, Aalto University, and

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Market Analysis

Chip stocks plummet amidst US-China tensions

Chip stocks worldwide have slumped due to fears surrounding the global computer chip industry. The sell-off followed reports that the Biden administration may further tighten restrictions on exports of semiconductor equipment to China. Comments by former US President Donald Trump, suggesting that Taiwan should fund its own defence, added to these concerns. In the US,

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News

Tariffs & restrictions: the U.S.-China trade war heats up

Many of us have heard over the past year or so of the trade war between the U.S. & China, with both parties looking to become independent of one another, so what’s happening currently? New waves of tariffs and restrictions have warmed things up recently as both parties tighten their grips at a crucial time

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Supply Chain Management

Continued Pressure on Automotive Supply Chains

According to a recent Reuters article, Global supply chain stress at 18-month low in July, NY Fed’s index at its lowest level since January 2021. However, that is not across the board. A major exception is the automotive industry supply chain. There are few industries as complex as automotive regarding supply chains. Normal supply and

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