Market-Intel Newsletter #62
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?IN THIS EDITION:
BLACK SEA DEFENSE, AEROSPACE AND SECURITY INTERNATIONAL EXHIBITION - BUCHAREST, ROMANIA.
Evertiq.se - Skandinavien - MALMO, SWEDEN.
Hardware Pioneers Max - LONDON, UK.
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. This strategic move comes after Singaporean chipmaker, Silicon Box, recently pledged €3.2 billion towards building a manufacturing facility in the country. These investments...
RISING OBSOLESCENCE RISKS THREATEN SUPPLY CHAINS IN THE ELECTRONICS INDUSTRY
Component obsolescence poses an ever-present and growing threat within the electronics industry. Accelerating innovation shortens component lifecycles, driving more frequent disruptions with costly consequences. Companies must shift from reactive crisis management towards proactive obsolescence strategies to safeguard their supply chains...
SURGING AI DEMAND SHAKES UP ELECTRONICS SUPPLY CHAIN
The transformative impact of AI is sending shockwaves through the global electronics industry. Demand for high-performance computing, driven by advancements like ChatGPT, is outpacing even optimistic forecasts and fueling a scramble for specialised components. Chip giants face capacity strain: TSMC, a major foundry, expects a surge in revenue from AI...
PRISON FOR MAN WHO SOLD FAKE CISCO GEAR TO US MILITARY AND HOSPITALS
领英推荐
Onur Aksoy, a Florida-based supplier with dual US-Turkish citizenship, has been sentenced to over six years in prison for orchestrating an elaborate scheme that generated hundreds of millions in illicit revenue. Over nearly a decade, Aksoy established a sprawling network of at least 19 companies in the US, supported by approximately 15 Amazon storefronts and 10 eBa...
UPHEAVAL IN DRAM: 15-25% PRICE INCREASE POSSIBLE
The memory market is experiencing major upheaval under the transformative impact of AI applications. Industry leader SK Hynix reports a staggering 144.3% year-on-year surge in revenue and predicts that this strong demand trajectory will continue. This optimism aligns with predictions from multiple sources that DRAM product prices could rise by 15-25%...
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