Institute of Supply Management (ISM) October PMI® Report Shows Eighth Consecutive Month of Contraction
Economic activity in the manufacturing sector contracted in October for the eighth consecutive month, following a two-month expansion preceded by 26 straight months of contraction, say the nation’s supply executives in the latest ISM® Manufacturing PMI® Report. The report was issued by Susan Spence, MBA, Chair of the Institute for Supply Management® (ISM®) Manufacturing Business […]
From the Publisher – Volatility vs. Uncertainty: Understanding the EMS Industry’s New Normal
Volatility and uncertainty are often used interchangeably, but let’s think more deeply about that. While they both refer to unexpected change, they have different implications for business operations and planning.
Data centres can’t be the achilles’ heel of the £150bn UK–US Tech Prosperity Deal
Data centres drive digital progress – but without clean, resilient energy they could also be its downfall, warns UrbanChain’s Charlie Parry The recent announcement of a £150 billion UK–US ‘Tech Prosperity Deal’ marks a bold step in transatlantic cooperation on AI, digital infrastructure and high-growth industries. But the deal risks overlooking one fundamental fact: technology […]
How Nations Can Achieve Realistic Semiconductor Self-Sufficiency
By Jan-Bart Smits and David Harap Political leaders worldwide are investing hundreds of billions to reduce semiconductor dependencies and secure their positions in this nearly $630 billion market, according to the World Semiconductor Trade Statistics (WSTS). Yet the extreme specialization and geographic concentration of the semiconductor supply chain makes complete self-sufficiency economically impractical and strategically questionable. SOURCE: […]
How trade tensions are reshaping the global semiconductor landscape
The trillion-dollar chess game The semiconductor industry stands at the epicenter of global trade tensions, with tariffs becoming powerful pieces in an international chess match. What was once the world’s most globalized supply chain, with extreme regional specialization across design, fabrication, materials, and assembly, is now fragmenting under geopolitical pressures. Despite these challenges, we expect […]