The Source

Explore how the semiconductor market is evolving through 2029, with nearshoring, advanced node growth, and tariff impacts reshaping sourcing strategies.

Experts plan to watch lead time and price trends after Samsung announces its decision to end DDR4 production. Supplies could become constrained as Micron cannot meet the market demand left by Samsung.

The U.S. government is considering new tariffs on semiconductor manufacturing with a June implementation date and removing stringent AI chip export restrictions imposed under Biden.