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Tuesday 4 November 2025
Navigating Supply Chains When Governments Intervene
In late September 2025, three national governments enacted coordinated measures affecting Nexperia, a global semiconductor manufacturer recognized for its MOSFETs and small-signal discretes. The United States expanded export controls to include Wingtech Technology, Nexperia's parent company based in China. China introduced its own export restrictions impacting domestic manufacturing operations. Meanwhile, the Netherlands invoked the Goods Availability Act, resulting in the temporary suspension of the company's CEO and the transfer of shareholder voting rights to independent oversight.These combined actions significantly disrupted Nexperia's global production capacity, with nearly half of operations affected within days. Authorized distributors paused quotations, while brokers reported elevated pricing on remaining inventory. Buyers across the automotive, industrial, and consumer electronics sectors began urgently seeking alternative sources for critical components, with lead times extending into Q4 2025.This disruption was not the result of natural disasters or market-driven imbalances. Rather, it stemmed from a series of deliberate, cross-border regulatory interventions that had an immediate and substantial impact on commercial operations.Political Risk Now Comes From EverywhereThe Nexperia episode illustrates a fundamental shift in geopolitical risk. It no longer originates only in politically unstable regions but from the world's most advanced economies often concurrently. The United States, the European Union, and China are increasingly using trade policy, export controls, and corporate oversight as instruments of national strategy.This trend has been building. U.S. tariff policy shifted repeatedly throughout 2024 and 2025. Ocean freight rates from Shanghai to the U.S. rose 42% between December 2024 and January 2025. In August 2025, the U.S. implemented a 40% tariff on transshipped goods containing significant inputs from higher-tariff jurisdictions.For procurement teams, the assumption that stable trade corridors guarantee supply continuity is no longer valid. Risk is embedded in the structure of global commerce itself.The Nexperia Ripple EffectMajor contract manufacturers immediately assessed their exposure to Nexperia components. Regional responses varied. As highlighted by our recent article: Nexperia Supply Chain Update 2025, distributors in China halted quotations pending clarity on factory shipments. European distributors began segmenting inventory by country of origin to manage compliance exposure. In Asia, brokers reported active trading, accompanied by panic buying.Qualified alternatives from suppliers could not immediately absorb demand. Requalification cycles for automotive and industrial applications introduce delays that cascade into production stoppages. Even minor component shortages can trigger costly engineering reviews and line downtime.The New Normal of Government-Led DisruptionIn August 2025, global trade policy uncertainty reached 21 times its historical average surpassing even pandemic-era volatility. This is not a temporary anomaly. National security concerns, industrial policy, and strategic decoupling are driving sustained government intervention in commercial supply chains.Companies that continue to optimize solely for cost will face repeated disruptions. Those that embed resilience, transparency, and agility into their sourcing strategy will maintain operational continuity amid escalating uncertainty.The Nexperia event is not an outlier. It is a preview of a future where supply chains are treated as instruments of national interest and subject to sudden, coordinated intervention.Strategic Actions for Procurement Teams1. Diversify the supply base. Overreliance on a single supplier creates acute vulnerability, as demonstrated by the sudden unavailability of Nexperia components across multiple regions.2. Monitor early indicators of supply stress. Extended lead times, increased quote rejections, and pricing premiums, particularly for non-China-sourced parts, often signal tightening availability before formal shortages are announced.3. Cultivate executive-level supplier relationships. During allocation events, suppliers prioritize customers with established strategic partnerships, providing earlier visibility and preferential access to constrained inventory.4. Enhance supply chain transparency. Conduct comprehensive mapping of component exposure across all product lines to identify parts with limited alternatives or extended qualification cycles.5. Pre-qualify alternative sources. Waiting until allocation notices arrive places organizations at a significant disadvantage. Proactive evaluation of substitutes during design or routine reviews ensures readiness when disruptions occur.Secure Your Supply Chain Before the Next DisruptionWhen governments intervene or suppliers face sudden restrictions, having verified alternatives and real-time intelligence keeps your production running.Fusion Worldwide operates a global sourcing network with offices across North America, Europe, and Asia. Our e-commerce platform gives you 24/7 access to verified component inventory, transparent country-of-origin data, and alternative sourcing options when primary suppliers face constraints.Whether you need Nexperia alternatives, automotive-grade discretes, or hard-to-find components, our team provides the visibility and supply chain intelligence that helps you make confident decisions before shortages impact your bottom line.Visit www.fusionww.com to access real-time component availability and protect your production continuity.(Article written by Wei Liang Leu, Senior Director of Purchasing, APAC, Fusion Worldwide)
Monday 3 November 2025
Korean National Assembly to Host Global AI and Semiconductor Cooperation Strategy Seminar
As artificial intelligence (AI) and semiconductors become central to the intensifying U.S.–China tech rivalry, and rare earth resource challenges elevate their strategic importance, the Office of National Assembly Member Song Seok-jun will host a high-level seminar titled "Global AI and Semiconductor Cooperation Strategy" on November 10, 2025 (Monday), from 9:30 AM to 11:30 AM at the National Assembly Library Grand Auditorium.The seminar will be co-hosted by Mr. Colley Hwang, Chairman of Taiwan's DIGITIMES Group, and Professor Sung Soo Eric Kim, Founder of Datacrunch Global, Adjunct Professor at Yonsei University Graduate School of Business, and Visiting Professor of AI Strategy at National Taiwan University.DIGITIMES is the world's largest semiconductor-focused media and research institution, co-founded by Morris Chang (Founder of TSMC) and Stan Shih (Founder of Acer). Chairman Colley Hwang is a globally recognized semiconductor strategist who has advised CEOs of leading ICT companies worldwide.Professor Eric Kim is a renowned authority in global AI strategy and a key figure in building semiconductor and AI cooperation networks across Korea, the United States, Japan, and Taiwan.This seminar marks a significant diplomatic and strategic occasion, with Taiwan's Ministry of Foreign Affairs dispatching an official envoy to participate. The event is expected to convene 300 attendees from government, industry, and academia to explore new pathways for international collaboration in emerging technologies.The event will take place on Monday, November 10, 2025, from 9:30 AM to 11:30 AM at the Grand Auditorium of the National Assembly Library, which accommodates up to 300 attendees. Registration is available via Google Form. For inquiries, please contact Professor Sung Soo (Eric) Kim.Korean National Assembly to Host Global AI and Semiconductor Cooperation Strategy Seminar. Credit: DIGITIMES
Monday 3 November 2025
RUNWITHIT Synthetics Pioneers Generative AI for Planning and Resilience, Targets Asia Market Expansion Via Taiwan
In an era defined by increasing volatility from climate change and complex infrastructure challenges, Canadian 6D simulation firm RUNWITHIT Synthetics is pioneering a novel approach to urban resilience. The company, a Certified Indigenous and women-led enterprise based in Edmonton, is building " live 6D AI-driven models of cities and regions" using its proprietary 6D simulation generative AI platforms.Myrna Bittner, Founder and CEO of RUNWITHIT Synthetics, describes the company's core mission as bridging the "critical gap between very complex data and real human experience." The goal is to make data accessible, enjoyable, and relevant for leaders-many of whom are not technologists-who are making critical policy and investment decisions around resilience, new energy technologies, and community welfare.The Power of the Living Digital TwinRUNWITHIT Synthetics does not rely solely on existing historical data, a significant differentiator in a field often constrained by data availability. Instead, their technology is built to thrive in scenarios where historical data is scarce or where anticipated events-like an extraordinary cold snap in a warm city-have never occurred."We shouldn't let data be our barrier when we need to be looking and planning in the future," Bittner states.The company's platform consumes diverse inputs-from spatial and satellite data to public census and research-to synthesize a "living form of reality." It then runs "superscalar simulations" on this digital twin, generating new, reliable data from configured, novel scenarios through emergent behavior modeling.This approach requires a highly diverse team, blending deep-tech social system engineers, AI programmers, game engine developers, designers, and animators. The inclusion of design is deliberate; as Bittner notes, making the future compelling and beautiful makes data more accessible.Furthermore, the company is highly focused on efficiency, utilizing clustering technology, parallel processing, and federated generative AI to minimize computing consumption, allowing complex simulations to be run even on a laptop.Versatility: Driving Strategic Decisions Across Multiple ScenariosThe power of RUNWITHIT Synthetics' platform lies in its modular and adaptable architecture, which allows customers to flexibly integrate modules for distinct strategic purposes. Applications span beyond disaster management to include long-term strategic advisory, community growth planning, and infrastructure design."Customers can choose a focus area and not even be limited by that one focus area," Bittner explains. The platform enables users to model the intricate connections between design response, energy resilience, public health, social infrastructure planning, and security environments. This interconnectedness allows clients to effectively navigate the comprehensive impact of various decisions on the built environment, the natural environment, and the community.Globally, the company is tackling major challenges such as modeling the impacts of extreme cold in Nashville and working with the Government of Canada to improve resilience in rural communities. This Canadian project, for example, models the interconnections between energy, health, and communication systems while assessing the benefits of implementing distributed energy resources like solar, wind, and virtual power.Asia Expansion: Applying Versatile Planning Tools in TaiwanA major focus for the company is market expansion, with Taiwan serving as a key strategic access point for Southeast Asia. The recent Hualien flood disaster provided a stark reminder of the challenges the region faces.In light of this, RUNWITHIT Synthetics has already established foundational relationships, notably with the Taiwan Indigenous Sustainable Development Association and the Council of Indigenous Peoples (TISDA). Their goal of joining the Canadian Technology Accelerator (CTA) program is to advance digital twin applications for rural and indigenous communities in Taiwan, focusing on emergency preparedness, improved health access, and sustainable energy development-precisely the kind of interlinked systems analysis needed for planning and disaster recovery. They are also seeking to reinvigorate conversations with the National Health Research Institutes (NHRI) regarding health research simulations involving population data, which is crucial for managing health crises following a natural event.Myrna Bittner, Founder and CEO of RUNWITHIT Synthetics. Credit: RUNWITHIT Synthetics