Market Intel Newsletter #99
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?IN THIS EDITION:
EUROPE'S CHIP GAMBLE: A PRAGMATIC APPROACH TO SEMICONDUCTOR SOVEREIGNTY?
Europe’s semiconductor and AI plans are gathering momentum with the launch of fresh pilot lines and sizeable investments aimed at boosting domestic manufacturing and research. Cision reported that the APECS (Advanced Packaging and Heterogeneous Integration for Electronic Components and Systems) project, part of the EU Chips Act programme, has secured funding for...
GERMANY'S CHIP HAND: A KEY PLAYER IN THE GLOBAL SEMICONDUCTOR GAME.
Forget the tired narrative of European technological dependence. A new study by the ifo Institute and EconPol Europe reveals that Germany is a significant player in the global semiconductor arena. Presented at the Munich Security Conference, Complexities and Dependencies in the Global Semiconductor Value Chain highlights Germany’s crucial role in...
DRAM PRICES TUMBLE AS DEMAND SLOWS AND CHINESE DEMAND GROWS.
The DRAM market, a cornerstone of the global semiconductor industry, is bracing for a sustained price decline well into the second half of this year. Weak demand for IT products, coupled with increased supply from Chinese manufacturers, has created a perfect storm for...
ASTUTE GROUP UNVEILS HIGH-CAPACITY SSF FROM INNODISK.
Astute Group offers the Innodisk Flash 16TB SSD from Innodisk, a robust storage solution tailored for high-capacity demands in industrial and enterprise settings, suitable for data-intensive operations in 5G and edge AI environments. This advanced solid-state drive is designed to...
PROPOSED TARIFFS STOKE FRESH TENSIONS IN ELECTRONICS SUPPLY CHAINS.
The Trump administration’s latest tariff proposal on Taiwanese semiconductors has ignited debates over trade, technology, and the future of supply chains. Dr. John W. Mitchell, President and CEO of electronics association IPC, highlighted that firms operate “complex global supply chains” which have become...
ABU DHABI OPENS DOORS TO NAVDEX & IDEX 2025
As the sun rises over the ADNEC Marina in Abu Dhabi, the sleek silhouettes of warships from eight nations cut an imposing figure against the skyline. This is no ordinary gathering; it is the eighth edition of the Naval Defence and Maritime Security Exhibition (NAVDEX), a cornerstone event in the global defence calendar. Running from 17 to 21 February 2025, NAVDEX 2025 is...
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Enforce Tac represents innovation, efficiency, and the exchange of expertise—all aimed at overcoming today’s and tomorrow’s challenges. Become part of this unique trade fair and actively contribute to shaping the future of internal and external security.
The Embedded World Exhibition & Conference provides a global platform and a place to meet for the entire embedded community, including leading experts, key players and industry associations. It offers unprecedented insight into the world of embedded systems, from components and modules to operating systems, hardware and software design, M2M communication, services, and various issues related to complex system design.