THE ELECTRIC VEHICLE TIPPING POINT: IMPLICATIONS FOR SEMICONDUCTOR GLOBAL SUPPLY & DEMAND
Semiconductor global supply and demand had an outsize impact on automotive manufacturing in recent years. What does the future look like for chip-heavy vehicles? New consumer electric vehicle adoption has increased around 50% a year since 2015, thanks in large part to...
A NEW STRATEGY FOR NAVIGATING SUPPLY CHAIN CHALLENGES IMPACTING DISCRETE MANUFACTURING
Supply chain challenges impacting discrete manufacturing will continue in 2022, posing critical opportunities for resiliency. Though late 2021 reports from IC Insights and other industry sources indicated that discrete manufacturing was looking up, we see that...
HOW WILL SEMICONDUCTOR MERGERS IMPACT CHIP SHORTAGES IN 2022?
Tracking semiconductor mergers provides a valuable window into the future market. After a year of major semiconductor mergers, NVIDIA’s merger with Arm was blocked by the FTC. Concerns about the largest-ever-proposed semiconductor merger included stifling competition,...