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On January 14, 2026, the White House issued a presidential proclamation that immediately shook the global electronics industry: the United States is now imposing 25% tariffs on semiconductors transiting through American soil before being re-exported. A decision with direct consequences…

After two years of turbulence — marked first by the great post-pandemic shortage of 2021-2022, then by a severe inventory correction cycle in 2023-2024 — the global electronic components industry enters 2025 in a particular state of mind: cautious, but…

The second quarter of 2024 will be remembered as a pivotal period for the global electronics industry. From historic industrial announcements to record-breaking financial results and escalating geopolitical tensions, the three months from April to June 2024 outlined the shape…