U.S. DoD AI ambitions are broad and growing, but sourcing the necessary leading-edge chips to expand technology will bring challenges. Growth in artificial intelligence (AI) technology represents the leading edge for industries from agriculture to social media....
Chips have long held to a boom-and-bust cycle, and the defense & aerospace supply chain is feeling the pressure now more than ever before as commercial shortages inevitably impact military and aerospace supply chains. For nearly as long as it has existed, the...
How will DoD’s expansion of its strategic base of semiconductor manufacturing in the United States impact sourcing for EOL components? The growing demand for advanced electronics that power defense systems has increased the need for trusted suppliers to deliver...
When the U.S. Department of Defense (DoD), and the contracts it awards, get mentioned, certain names spring to mind: Lockheed Martin, Northrop Grumman, and the like. But lately, a different group of companies — ones working in a very different industry — have entered...
By nature, markets ebb and flow in response to various factors. Nowhere is this more evident than in today’s semiconductor industry: Access to manufacturing materials shrank during the COVID-19 pandemic, leading to a severe chip shortage; while global supply chains...
Semiconductor manufacturing has long been an outsourced industry: According to data collected by Statista, Taiwan (65%), Korea (18%), and China (5%) accounted for 88% of global foundry revenue in 2021. However, a years-long global shortage has increased prices and...
