The Source

The lasting impact of Super Typhoon Ragasa could be in the millions for the global semiconductor industry after torrential rainfall and devastating winds bring massive damage to Southeast Asia and Foxconn's doors.

Strong demand for AI and data center memory is driving Micron’s record stock performance and fueling price hikes for NAND and DRAM ahead of supply constraints.

U.S. semiconductor policy is becoming increasingly stringent, with a possible 100% import tariff imposed on firms that do not manufacture domestically. At the same time, global chipmakers face growing security regulations that raise costs.