Disruptions to the global supply of semiconductors are costly, and the supply is likely to remain volatil...
US Government Policy Will Help Reshape Semiconductor Supply Chain
A transformation of the global semiconductor supply chain has begun to take shape, and is supported by...
A transformation of the global semiconductor supply chain has begun to take shape, and is supported by...
Article / 3 years ago
Protracted Global Chip Shortage Extends Sector’s Cyclical Upturn
Evidence is growing that semiconductor supply constraints will persist longer than anticipated, intensifying...
Evidence is growing that semiconductor supply constraints will persist longer than anticipated, intensifying...
Article / 3 years ago
Coronavirus Supply-Chain Disruptions Largest in Electronics
Computer and electronic components face the biggest risk of global supply-chain disruptions stemming from China's coronavirus outbreak, Fitch Ratings says...
Computer and electronic components face the biggest risk of global supply-chain disruptions stemming from China's coronavirus outbreak, Fitch Ratings says...
Article / 4 years ago
Semi-Conductor Slump Highlights World Trade Slowdown
The sharp downturn in the global tech cycle has been one of the factors contributing to the decline in manufacturing and world trade growth over the past year or so...
The sharp downturn in the global tech cycle has been one of the factors contributing to the decline in manufacturing and world trade growth over the past year or so...
Article / 5 years ago
3D Printing May Disrupt Ports and Reduce US Imports from China
Ports may be most exposed to disruptive effects of 3D printing (3DP) on transportation infrastructure assets over the next 20 years....
Ports may be most exposed to disruptive effects of 3D printing (3DP) on transportation infrastructure assets over the next 20 years....
Article / 5 years ago
New US, China Trade Restrictions Could Be Broadly Disruptive
A possible blacklisting of US companies or a ban on rare earth metals exports to the US as retaliation for restrictions on Huawei would be disruptive for the US technology...
A possible blacklisting of US companies or a ban on rare earth metals exports to the US as retaliation for restrictions on Huawei would be disruptive for the US technology...
Article / 5 years ago
Scope of Huawei Ban to Dictate Global Supplier, Rival Impact
The breadth of the US ban on Huawei Technologies will likely determine the effect on the Chinese telecom firm's suppliers and competitors, says Fitch Ratings...
The breadth of the US ban on Huawei Technologies will likely determine the effect on the Chinese telecom firm's suppliers and competitors, says Fitch Ratings...
Article / 5 years ago