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Why is chip sovereignty so important?

The US and EU are planning for chip sovereignty, aiming to defend domestic chip supplies and move manufacturing back home. At first glance this is a tall order, considering most chips are made in China and China controls 55% of rare earth metal production, but it is nether the less crucial to ensure that the […]

Memory suppliers to benefit from strong demand and supplier shortages

While the downsides to electronic components shortages are well known, business is booming for smaller memory suppliers. Sales of Samsung DRAM grew 26% in Q2 2021 without meaningful production capacity growth, and as supply-demand imbalances grow, memory suppliers like Samsung, Micron and others are turning to smaller suppliers to fill gaps. As chip shortages continue, […]

Electronic Component Shortage update

The ongoing electronic component shortage is one of the biggest challenges global supply chains face today, with demand for many components, from chips to actives and passives, well and truly outstripping supply. A lot has happened in the last month, with new research and analyst insights pointing to when demand might ease (hint: it won’t […]

Rare earth metal prices explode

Prices for rare earth metals have exploded over the last 12 months, moving nearly 50% higher on average since March. This development could push prices of electronics components higher than ever, as a perfect storm of expensive raw materials + limited production capacity + higher demand = rocketing prices. As we are seeing with the […]