17 Jun 2024 - Defence

US Government’s Chinese Semiconductor Ban Shakes Up Defence Industry

The US defence industry is facing a major shake-up as the government moves to ban certain Chinese-made semiconductors from its supply chain. This sweeping restriction, set to take effect in December 2027, could disrupt existing contracts and significantly impact future procurement, potentially increasing costs and causing delays.

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17 Jun 2024 - Defence

US Government’s Chinese Semiconductor Ban Shakes Up Defence Industry

The US defence industry is facing a major shake-up as the government moves to ban certain Chinese-made semiconductors from its supply chain. This sweeping restriction, set to take effect in December 2027, could disrupt existing contracts and significantly impact future procurement, potentially increasing costs and causing delays.

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14 Jun 2024 - Defence

Webinars for Defence, Military, and Aerospace Engineers 

Astute Group and SynQor, a proven partnership in defence power solutions, announce The Full Power Partnership webinar series, designed to equip engineers with the knowledge and tools to overcome the unique power challenges faced in the defence sector.

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13 Jun 2024 - Industrial

SSD and Memory Price Hikes Expected to Hit Consumers in 2024

The electronics industry is bracing for another round of price increases for SSDs and memory, as major players like Dell and Samsung warn of rising component costs and production cuts. These price hikes, expected to reach 15-20% in the second half of 2024, are attributed to increased demand, particularly from the burgeoning AI sector, and reduced supply due to production cutbacks.

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12 Jun 2024 - General

Electronics industry surges forward into 2025

The global semiconductor market is set to experience a robust recovery in the coming years, with projections of substantial growth in 2024 and 2025. This optimistic outlook comes from multiple industry sources, including the World Semiconductor Trade Statistics (WSTS), the Semiconductor Industry Association (SIA), and TECHCET. WSTS forecasts a 16.0% expansion of the global semiconductor […]

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11 Jun 2024 - Industrial

Nvidia’s Meteoric Rise: On Track to Become a $10 Trillion Behemoth?

Nvidia's stock has soared in recent months, fuelled by the generative AI frenzy, and some analysts predict it could reach a staggering $10 trillion market cap by 2030. This bullish outlook is driven by several factors, including surging demand for AI-powered applications, Nvidia's dominant position in the AI chip market, and a forward-looking product roadmap.

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10 Jun 2024 - Aerospace

Defence Sovereignty Drives Unexpected Boom in Global Arms Trade

The global defence industry is experiencing a paradoxical surge in exports, driven by the very countries seeking to establish their own sovereign defence capabilities. While the rise of national defence industries might seem counterintuitive to increased trade, a closer look reveals a complex interplay of factors that are reshaping the landscape of the arms market.

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07 Jun 2024 - General

Nvidia’s dominates – for now. A look at alternatives.

Nvidia has long reigned supreme in the artificial intelligence (AI) GPU market, but as the sector experiences explosive growth, a global GPU shortage has left many companies scrambling for alternatives. With the AI market projected to reach $826.70 billion by 2030, according to EE Times, the demand for high-performance computing capabilities has never been higher.

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06 Jun 2024 - General

The CHIPS Act’s $39 billion challenge: building Fabs is easy, finding talent is not

The CHIPS and Science Act, a cornerstone of the Biden administration's industrial policy, aims to revitalise the American semiconductor industry by injecting $39 billion in federal subsidies to bolster domestic chip manufacturing. This ambitious initiative has attracted over $300 billion in private investment, with projections indicating a potential tripling of US fab capacity by 2032. However, the industry's resurgence is facing a significant hurdle: a critical shortage of skilled workers.

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05 Jun 2024 - Defence

New Events Series for Defence, Military, and Aerospace Engineers 

Astute Group and SynQor, a proven partnership in defence power solutions, announce The Full Power Partnership webinar series, designed to equip engineers with the knowledge and tools to overcome the unique power challenges faced in the defence sector.

Read more

05 Jun 2024 - Defence

Swindler faces jail for selling fakes to U.S. Defence

Steve H.S. Kim, a 63-year-old from Alameda County, California, has pleaded guilty to a scheme that defrauded the Department of Defense (DoD) by selling over $3.5 million worth of counterfeit and substandard fan assemblies. These components were intended for use in critical military systems, including nuclear submarines, aircraft laser systems, and surface-to-air missile systems.

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04 Jun 2024 - General

What is Taiwan’s Silicon Shield, and is it so tough?

Taiwan's dominance in the semiconductor industry, often referred to as its "Silicon Shield", is facing unprecedented challenges amidst escalating geopolitical tensions and a global race for technological self-sufficiency.

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31 May 2024 - Industrial

Supply chain reshuffle – politics, risks, and climate change

The once-lauded era of hyper-globalisation is facing a reckoning. Mounting geopolitical tensions, the escalating climate crisis, and shifting demographics are forcing businesses worldwide to reassess their reliance on sprawling, interconnected supply chains. A recent survey by Allianz Trade reveals that over half of the companies surveyed are contemplating relocating parts of their production networks due […]

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30 May 2024 - EV

China drives for auto chip self-sufficiency; targets 25% by 2025

China is accelerating its efforts to establish a self-sufficient semiconductor supply chain, particularly in the automotive sector. The Chinese government has reportedly instructed major domestic carmakers, including BYD, SAIC Motor, Dongfeng Motor, GAC Motor, and FAW Group, to increase their local chip procurement to 20-25% by 2025, according to Nikkei Asia and TrendForce. This ambitious goal represents a significant increase from the current 10% and is a key component of China's broader strategy to bolster its domestic semiconductor industry.

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29 May 2024 - General

US front running in race for chip fab dominance as global production surges

The global semiconductor manufacturing landscape is on the cusp of a major transformation, with the United States poised to dramatically increase its chip production capacity in the coming years. According to a report by the Semiconductor Industry Association (SIA), the US is projected to triple its chip manufacturing capabilities by 2032, a move aimed at reducing the nation's reliance on East Asian production.

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28 May 2024 - Industrial

Russia builds first lithography machine, taking great leap forward

Russia’s first lithography machine has been completed and is currently undergoing testing, reports DigiTimes and TrendForce.

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23 May 2024 - Industrial

Memory giants Samsung and SK Hynix ditch DDR3, fueling HBM boom

In a significant shift in the memory market, industry titans Samsung and SK Hynix have announced their exit from DDR3 production, focusing instead on the burgeoning demand for high-bandwidth memory (HBM) and DDR5. This strategic move, confirmed by multiple sources including SemiMedia and Tom's Hardware, reflects the rapidly evolving landscape of memory technology, driven by the insatiable appetite for AI-powered applications.

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22 May 2024 - General

TSMC accelerates global expansion with new European plant

Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, has confirmed its plans to begin construction on its first European chip plant in Dresden, Germany, in the fourth quarter of 2024, as announced at a conference in the Netherlands and reported by Reuters. The facility, known as European Semiconductor Manufacturing Co (ESMC), is a joint venture with Infineon, NXP, and Robert Bosch, with each holding a 10% stake, and is expected to commence production in 2027.

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21 May 2024 - Industrial

Electronics industry shows resilience; US manufacturing grows modestly

The electronics industry is showing robust growth and optimism for the remainder of 2024, despite a more cautious outlook for the broader US manufacturing sector.

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20 May 2024 - Industrial

Shoots of recovery in global semicon manufacturing

The global semiconductor manufacturing industry showed promising signs of recovery in the first quarter of 2024, according to the Semiconductor Manufacturing Monitor (SMM) Report released by SEMI, the Semiconductor Industry Association, in partnership with TechInsights. Electronic sales rose by 1% year-over-year (YoY) in Q1 2024, and are forecast to increase by 5% YoY in Q2 […]

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17 May 2024 - General

Italy targets semiconductors with $10 billion investment push

Italy is gearing up for a major role in European semiconductor production with Industry Minister Adolfo Urso announcing plans to invest around €10 billion ($10.7 billion) in the sector this year.

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