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Join date: Aug 14, 2024
Posts (33)
Oct 14, 2026 ∙ 5 min
South Africa’s Electronics Opportunity: What Component Manufacturers Need to Get Right
Read Below Demand is being shaped by technically demanding industries: Automotive manufacturing, mining digitalization, energy storage and digital infrastructure are creating opportunities for technologies designed for reliability, connectivity, power efficiency and long operating lifecycles. Market entry depends on more than identifying customers: Manufacturers must understand where design decisions are made, navigate sector-specific qualification requirements and address local commercial...
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Oct 5, 2026 ∙ 4 min
North Africa’s Electronics Opportunity: Where Component Manufacturers Should Focus Next
Read Below Different markets are creating different design opportunities: Egypt’s electronics localization, Morocco’s expanding electric-mobility value chain and Tunisia’s progression towards higher-value electronics engineering require distinct manufacturer strategies. Local engineering engagement is essential: Manufacturers must work with the OEMs, EMS providers, system integrators and engineering teams that influence system architecture, component evaluation and qualification. Regional...
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Sep 15, 2026 ∙ 5 min
Beyond AI Chips: How AI Demand Is Reshaping Semiconductor Supply
Read Below AI Demand Extends Beyond Accelerators: Growth in AI infrastructure is reshaping demand for HBM, server DRAM, enterprise storage, advanced packaging and power-conversion technologies. Capacity Growth Does Not Guarantee Availability: Manufacturing complexity, packaging constraints and shifting supplier priorities mean higher investment may not translate directly into greater component availability. Engineering-Led Supply Planning Reduces Exposure: McKinsey Electronics supports...
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