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Guys, can we please stop inflating orders?

July 10, 2025
We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.


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From Gdańsk to Europe: Unisystem’s evolution in display innovation

June 30, 2025
At the turn of the 1980s and 1990s, many companies in Poland started their operations in conditions far removed from today's reality – no internet, limited access to components and technology, not to mention a lack of capital – what kept them running was often improvisation and sheer determination. Today, some of these companies are mature technology organisations, successfully competing in international markets.

















Trump's first onshoring win isn’t the iPhone – it's the AI server

June 12, 2025
As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.





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