Over the past several years, the semiconductor industry has experienced one of the most dramatic transformations in its history. Artificial
For months, much of the industry conversation has centered on a familiar question: – Is this another semiconductor cycle? But
For most of my career in the electronics supply chain, the semiconductor industry followed a familiar rhythm. Demand would rise.
A Season of Acceleration Every year, the global electronics supply chain experiences a moment that’s both completely predictable and still
If 2024-2025 felt like a market that couldn’t decide whether it was recovering or resetting, 2026 is delivering the answer:
For more than three decades, the electronics industry has lived inside cycles.Innovation created demand. Capacity followed. Pricing moved. Then things
Why this matters now Forecasting has always been an imperfect discipline. Even in stable markets, it is an exercise in
Why This Matters Now Artificial intelligence has crossed an important threshold. It is no longer a contained initiative within a
