The geopolitical aspects of the semiconductor industry – including trade tensions and national strategies around chip technology. Examples include the US–China tech rivalry (with restrictions on chip exports and massive government investments like the CHIPS Act), Taiwan's importance (TSMC), and efforts by regions (US, EU, China, Japan, etc.) to build domestic chip capacity for economic and national security reasons.
7 articles
Based on assumptions on first-quarter memory prices (which indicate that pricing pressure and constrained supply will begin to ease in second-half 2026), Omdia’s latest outlook forecasts that global smartphone shipments will fall by about 7% year-on-year in 2026...
Geopolitics and the battle between GPUs and CPUs is defining the future of 6G and telco economics. The post MWC 2026 Concludes as Telcos Pivot to AI appeared first on EE Times.
The post CHIPS Act investment. Advanced packaging. AI-driven system design. Microelectronics US connects 3,000+ industry leaders shaping North America’s semiconductor future. April 22–23, Austin. appeared first on Electronics Weekly.
Looming over the internet lasers and firestarting phones companies were touting at Mobile World Congress in Barcelona this month, was a more nebulous but much larger announcement: a pan-European cloud called EURO-3C.EURO-3C’s backers – Spanish telecoms giant Telefónica, dozens of other European companies, and the European Commission (EC) – aim...
A growing number of Nigerian companies are turning to kit-based assembly to bring electric vehicles to market in Africa. Lagos-based Saglev Micromobility Nigeria recently partnered with Dongfeng Motor Corporation, in Wuhan, China, to assemble 18-seat electric passenger vans from imported kits.Kit-based assembly allows Nigerian firms to reduce costs, create jobs,...
As Brussels sharpens its de-risking agenda, analysts warn that the real test of Europe’s chip ambitions may come from market economics, not geopolitics. The post Europe’s Semiconductor Strategy Meets Market Reality appeared first on EE Times.
WHEN KYIV-BORN ENGINEER Yaroslav Azhnyuk thinks about the future, his mind conjures up dystopian images. He talks about “swarms of autonomous drones carrying other autonomous drones to protect them against autonomous drones, which are trying to intercept them, controlled by AI agents overseen by a human general somewhere.” He also...