Trump outlines phased tariffs on steel and semiconductor imports to boost U.S. production. Global distributors brace for cost volatility and supply chain disruption.
Analog Devices Inc. (ADI) reported continued revenue growth and strong profitability over the past four quarters, buoyed by robust demand from industrial and automotive markets.
Nvidia places large H20 orders amid ongoing China market adjustments; MLCC, liquid-cooling, and packaging demand remains elevated — plan inventory accordingly.
Samsung signs a $16.5B deal to manufacture Tesla’s next-gen AI chips. Deal reshapes foundry allocation and creates new opportunities for distributors.
EV boom drives demand for SiC MOSFETs and automotive MCUs, with OEMs securing supply years ahead. Distributors eye premium export contracts.
AI data center expansion drives global shortage in power ICs, DRAM, and MLCCs. Lead times exceed 20 weeks, reshaping component supply chains.
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