The US Department of Commerce recently said it would withdraw a previously proposed policy to impose a blanket ban on imports of Chinese-made drones, easing immediate regulatory pressure but reviving questions in some quarters about the trajectory of non-China drone supply chains. Taiwanese chipmakers that have invested heavily in drone-related technologies have taken a more measured stance, saying that policy adjustments in Washington have not altered the underlying demand for non-China supply chains, particularly in defense applications.

GlobalFoundries said on January 13 that it has agreed to acquire the ARC Processor IP Solutions business from Synopsys, a move that modestly broadens the foundry’s exposure to processor IP and so-called “physical AI” workloads.