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The global semiconductor crisis of 2020-2022 feels like a distant memory. Lead times have normalised for many references, stocks have been replenished, and some buyers have fallen back into bad habits: ordering just-in-time, from a single source, from the big…
October 2025 — First Blackwell Wafer Produced on American Soil Nvidia and TSMC celebrated in Phoenix, Arizona, the production of the first Blackwell wafer manufactured on U.S. territory. Jensen Huang personally signed the wafer, a symbol of the industrial reshoring…
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…