2 articles
Index of editorial tags and filtered coverage.
On 24 September 2026 industry ministers debate the Chips Act 2.0 proposal (adopted 3 June) inside the technological sovereignty package; a 12-month permitting cap stands out, but MFF funding remains unresolved.
Semiconductor Report in September 2026 describes how AI demand is tightening DRAM/NAND/HBM, PMICs, controllers, and PCB FR-4 materials: PMIC lead times from 6–8 to 12–16 weeks; some suppliers stop taking new orders; copper foil prioritized for high-frequency laminates; FR-4 lead times from 2 to 4–6 weeks. Tightness may persist into 2027.