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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Industry Insights

Wireless chip complexity challenges the supply chain

Author: Ole-Fredrik Morken, Executive Vice President of Supply Chain, Nordic Semiconductor Wireless connectivity underpins everything, including the Internet of Things (IoT) and artificial intelligence (AI). But advanced wireless devices demand an equally advanced supply chain, one that may be forced to use AI itself.  Compare a modern Bluetooth chip today to one from just over

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Regulation

A Look at China’s IC Expansion

China is expanding its IC capabilities at all costs, and the “game” is playing out internationally. The stakes are high for all involved, especially China and the U.S. Addressing what it views as a significant threat, the U.S. government established export control regulations specifically aimed at China’s artificial intelligence (AI) and semiconductor industries on October

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Supply Chain Management

Semiconductor Shortage the New Normal?

The automotive industry has faced significant challenges due to the impact of the COVID-19 pandemic on semiconductor chip availability, causing widespread disruptions across the sector and the global economy. However, as we approach mid-2023, the situation has stabilized, and the auto industry has adjusted to a new normal. While the shortage of semiconductor chips that

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Supply Chain Management

Rare Earth Scarcity Adds Fuel to Supply Chain Fires

Chip manufacturers can’t seem to catch a break. Tariffs, pandemics, transportation challenges, and now war have impacted rare earth availability, exacerbating supply chain chaos. Rare Earths and Tech Apps War in Ukraine hampers the availability of such rare earths as neon, krypton, and xenon, all used in semiconductor manufacturing. Krypton is a noble gas used

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