Market Intel Newsletter #98
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TURKEY'S DEFENCE INDUSTRY: A RISING POWERHOUSE.
Türkiye’s defence industry is making assertive strides onto the global stage, demonstrating a potent blend of technological advancement and strategic ambition. Haluk Gorgun, President of the Secretary of Defence Industries (SSB), has articulated a vision of...
INDIA'S TARIFF TWEAKS: A BOOK FOR ELECTRONICS MANUFACTURING?
India has strategically adjusted its import tariffs on electronic components, a move that signals a clear intent to bolster domestic manufacturing and integrate more effectively into global supply chains. Finance Minister Nirmala Sitharaman’s budget announcement included...
TSMS's 2MM VENTURE: A TESTAMENT TO INNOVATION AMID COMPLEXITY.
Taiwan Semiconductor Manufacturing Company (TSMC) is no stranger to pushing the boundaries of semiconductor technology. Its latest endeavour, the 2nm process, has sparked both excitement and scepticism in equal measure. With risk production already underway and mass production slated for 2025, TSMC is...
IS TRUMPISM EDGING EUROPE TOWARDS A DEFENCE UNION?
The pursuit of a robust European defence industrial base is no longer a theoretical exercise; it’s a pressing necessity, shaped by both internal dynamics and external pressures. As the Wilson Center report highlights, the new European Commission, under Commissioner Andrius Kubilius, has prioritised defence, but faces a complex landscape. The challenge isn’t simply about spending more; it’s about...
SAUDI MILITARY INVESTMENT: A STRATEGIC PIVOT TOWARD ECONOMIC DIVERSIFICATION.
Saudi Arabia’s latest military expenditure figures shed light on an intriguing confluence of defence priorities and industrial evolution. The Kingdom’s spending reached $75.8 billion in 2024 and is set to climb to $78 billion in the coming fiscal year, a policy move that accounts for...
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European Segment Leader, Appliance at Microchip Technology Inc.
1 周Interesting and very relevant article on the inertia towards a robust defence union in Europe following - some interesting changes ahead I would imagine.