Straight Answers — No Spin from the desk of Andrea Klein I’ve been in this industry long enough to know
The Illusion of a Single Bottleneck For the past two years, the global technology conversation has been dominated by a
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:
