📊Executive Summary

The article discusses the recent developments in semiconductor manufacturing capacity in the Philippines and India, highlighting a joint industrial hub between the Philippines and the United States aimed at enhancing semiconductor supply chain security. The hub will focus on assembly, testing, and packaging operations, which may improve lead times for automotive and industrial components. However, the article notes that advanced node availability will remain tight until at least 2027, and while the new Tata Semiconductor fab in India is expected to stabilize pricing for mature nodes, it will not begin production until 2028. The overall supply conditions for both advanced and mature nodes remain tight, with ongoing allocation controls for automotive-grade microcontrollers and power semiconductors. Procurement teams should secure allocations early due to the extended timelines for new capacity....