Most supply chain risk frameworks focus on visible risks: logistics disruptions, supplier financial health, demand volatility, and geopolitical exposure. These risks are real, and the frameworks that address them have become more rigorous over time. But there is a layer closer to the production line that almost no dashboard captures—the integrity of the component itself.

The investment boom in artificial intelligence (AI) servers is shaking up supply and demand in the market for multilayer ceramic capacitors (MLCCs), often called the "rice of the electronics industry." As demand for high-capacity MLCCs used in AI servers surges, manufacturers are concentrating production lines on AI-related products, and the shortage is spreading to general-purpose components as well.

IBM unveiled semiconductor technology Thursday that it says could deliver computer chips with 50 percent better performance while dramatically lowering power consumption. The technology developed by IBM isn't ready for industrial use yet, but the Armonk, New York-based company said it "sees a path to production in as early as the next five years."

BOSTON, June 11 - A U.S. judge on Thursday allowed an Iranian-born engineer to be released on bail just days before his trial on charges linked to a deadly drone attack on a U.S. military base in Jordan carried out by Iran-backed militants in 2024.

n Belgium, a Brussels court sentenced Belgian-Russian citizen Viktor Labin to five years in prison for the illegal export of dual-use goods and chemicals to Russia.

The memory market has always suffered highs and lows, as capex expansion, investment and demand fuelled voltatility and resulted in shortages and over-supply. Nikolaos Florous, director global marketing at Memphis Electronic told Electronics Weekly that this memory cycle is different because of AI.

The Electronic Components Industry Association (ECIA) released a formal industry position paper titled “The Authorized Channel: Why It Matters Now More Than Ever,” calling on the industry to reaffirm their commitment to sourcing and selling electronic components through manufacturer-authorized channels.

Modern missiles and drones that the Russian military-industrial complex will produce in 2026 literally "from the wheels", remain critically dependent on Western dual-use microelectronics. Despite numerous sanctions packages, the Kremlin machine continues to keep its hot conveyors running thanks to extensive networks of shadow imports and gasket companies in third countries.

(Bloomberg) -- Taiwan Semiconductor Manufacturing Co.’s global chip supply will fall short of AI-fueled demand for years to come, chief executive officer C.C. Wei said, suggesting production capacity remains a key bottleneck in the buildout of global computing infrastructure.

A dual U.S.-Iranian national and CEO of an Iran-based technology company was arrested today on a federal criminal complaint charging him with violating U.S. sanctions against Iran by acquiring sophisticated U.S.-origin networking, security, and encryption equipment for Iranian customers — including the Iranian regime’s nuclear and military establishments.