The Source

Rising export controls and tariffs are escalating tensions between the U.S. and China, disrupting the global semiconductor ecosystem. Companies need agile sourcing strategies to stay ahead.

The semiconductor industry faces significant shifts: Wolfspeed's impending bankruptcy threatens major supply agreements, while U.S. sanctions may be accelerating China's domestic chip production.

Learn how explosive AI demand, component shortages, and looming U.S. tariffs are creating severe supply chain pressures for key memory and compute parts.