The Source

Sourceability is ending 2025 with a bang! With more on the agenda for 2026, the new year had better look out for smarter sourcing solutions coming its way.

China’s new export controls on Nexperia components have tightened supply, raised costs, and heightened global semiconductor market uncertainty as geopolitical tensions grow.

The U.S. decision to permit Nvidia’s H200 AI chip exports to China, with revenue sharing and regulatory reviews, coincides with a Japan earthquake that spared key Tokyo Electron and Rapidus facilities but raises concerns for Kioxia’s Kitakami fabs.