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As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.

As the global patent battle over gallium nitride (GaN) semiconductors intensifies, a recent ruling by the US International Trade Commission has deepened the rivalry between Infineon Technologies and China's Innoscience while also underscoring how geopolitics is increasingly shaping the future of the power semiconductor industry.

Geopolitical tensions are rewriting memory sourcing—ditch old habits and future-proof your supply chain to avoid costly disruption.

Europe’s semiconductor future will hinge on aligning geopolitics and industrial strengths into a coherent, long-term strategy.

The economics of the global memory market are being fundamentally rewritten by the AI supercycle and catastrophic Middle East supply disruptions.