🔮 Sneak Peak Saturday for 2025-09-27
One Friday news stories was worth a second look. It seems that the US Commerce Department is rumored to be considering ways to revert back to 1995 levels of US-sourced semiconductors.
Sources: the US Commerce Department is considering imposing tariffs on foreign electronic devices based on the number of chips they contain
By Alexandra Alper / Reuters. View the full context on Techmeme.
To put this into perspective, that’s like going from the icing on a cake to the cake itself. Tariffs drama aside, this rumor seems more like a slow news day dump that wants to drift on prior activities and see if there are clicks generated.
As for prior activities, it is worth looking at what I had noted back in 2022 around fabrication facilities. Indeed, the wake of pandemic supply chain lessons was just the early beginning of what might become a trend in vertical resilience in many nations and not just the US.
When We Was Chip Fab Focused
Fudge Factor is a newsletter and blog by Jay Cuthrell
