Up Close with Mark Rinehart, Founder and GM, White Horse Laboratories
White Horse Laboratories is on the front lines of the counterfeit component battle, and Mark Rinehart, Founder and Managing Director reports on the increasing sophistication of these bad actors unleashing both old parts being sold as new, and new companies flooding the market with clones. This eye-opening conversation explains how counterfeiters are responding to the […]
Smarter Sensors, Smarter Fabs: How Edge AI is Re-Architecting Semiconductor Manufacturing
The semiconductor industry is hitting a structural inflection point: explosive AI‑driven demand, rapidly rising manufacturing complexity, and stringent sustainability expectations are converging at once. In this context, edge AI deployed directly on tools, sensors, and local controllers, is shifting from experimental to essential, particularly in fabs where milliseconds matter. SEMI’s timely workshop, Smarter Sensors, Smarter Fabs: AI […]
Electronics at the Inflection Point
Philip Stoten reports from Washington DC in early February where he met with staff from the Global Electronics Association: on AI, robotics, tariffs, talent, and the forces reshaping the industry in 2026.
Apple makes about 25% of iPhones in India after China pivot
Source: Bloomberg via Taipai Times Apple Inc increased iPhone production in India by about 53 percent last year and now makes a quarter of its marquee devices there, reflecting the US company’s efforts to avoid tariffs on China. The company assembled about 55 million iPhones in India last year, up from 36 million a year […]
Rising Memory and CPU Prices Could Push Mainstream Notebook Prices Up by Nearly 40%, Says TrendForce
For a mainstream notebook with an MSRP of US$900, surging memory prices alone could raise retail prices by more than 30%; combined with CPU price increases, the total price hike could approach 40% If memory and CPU prices rise simultaneously, their combined share of notebook BOM costs could climb to 58% CPU supply volatility is […]