Obsolescence Insurance, a New High-Margin Business for EMS Companies

Previous articles have discussed a segmentation of the electronics market called Long Life Cycle(LLC) Products. LLC products are those whose useful life is longer than five years. In a subsequent article, the current state of the electronics ecosystem, and the connection of the LLC market to the AI/IOT mega-trends were also discussed.   Overall, LLC customers…

Nvidia’s $40 Billion ARM Purchase Will Test M&A ‘Ceiling’

After nearly two months of negotiations and press reports that a blockbuster deal was in the works, Nvidia this week announced a $40 billion agreement to buy ARM—the leading supplier of processor intellectual property (IP)—from financially struggling SoftBank in Japan.  If approved, the deal would be the largest semiconductor acquisition in history, provided the additional…

digital transformation, supply chain, predictions

Supply Chain Gains Edge in Machine Learning Initiative

Machine learning (ML) is positioned to solve a range of supply chain challenges today, but commercializing ML applications lags behind research. Businesses that stand to gain from ML solutions are helping accelerate that process. Last week, MIT’s Computer Science Artificial Intelligence Lab (CSAIL) research alliance launched, via webinar, MachineLearningApplications@CSAIL to develop applications for the latest…