Outlook Supplement - Flipbook - Page 21
Forecast
the semiconductor sector—where
reliability matters most—our approach
to the global supply chain reflects who
we are as a company: forward-looking
Formal cybersecurity lifecycle
Cyber
obligations, SBOM provision,
and deeply committed to delivering for
Cybersecurity lifecycle
Resilience
vulnerability handling and update
our customers.
of digital products
accountability across the product
Act (CRA)
With manufacturing facilities
lifetime
around the world, our belief in
Radio-specific conformity
producing materials close to our
Radio
Product-level
radio
(spectrum use, EMC, antenna
Equipment
customers has consistently proven its
conformity and
configuration); cybersecurity
Directive
value. This model allows for better
spectrum efficiency
aspects progressively covered by
(RED)
service, faster response times, and
CRA
improved inventory positioning, while
Safety assessment extended to
helping to reduce exposure to price
Safety of machinery,
digital control and cybersecurity
volatility. When required, we import
Machinery
including protection
threats that could impact safety,
materials that are not practical to
Regulation
against cyber-induced
stronger change traceability,
unsafe behavior
possible third-party assessment
produce locally, working closely with
for high-risk configurations
regional experts and authorities to
actively monitor trends and market
Bill Of Materials), issue security updates systems, plasma modules, or high-voltage conditions. This balanced approach
in a timely manner, and maintain secure
subsystems, any software or firmware
allows us to effectively align localupdate mechanisms. The CRA also inaffecting safety must be assessed. Manuization with the realities of a global
troduces reporting obligations starting in facturers must demonstrate that updates,
supply network.
2026. While the Act does not prescribe
remote commands, or cyber incidents
Looking ahead, this foundation
specific tools, OEMs will increasingly
cannot create unsafe states. Depending on allows Indium Corporation to continue
adopt software composition analysis
the nature of the safety functions, certain
prioritizing consistency in material
and structured patch management to
configurations may require a third-party
standards at every facility as we
meet obligations regarding component
assessment before the equipment can be
maintain and grow our expanding portvisibility and vulnerability remediation.
placed on the EU market.
folio of solders, fluxes, and advanced
Products placed on the EU market must
Although these horizontal regulations thermal interface solutions to meet
bear a CE marking, and national authordo not target semiconductors specifevolving market demands. For example,
ities will enforce compliance.
ically, they will significantly impact
across applications such as high-perforThe RED applies to equipment that
semiconductor OEMs that integrate
mance computing, AI, electric vehicles,
includes radio communication, such as
digital control, wireless functions,
and advanced packaging, one common
Wi-Fi, Bluetooth, RFID, or 5G. While
or machinery components into their
requirement remains: advanced thermal
many semiconductor tools remain
equipment as early as next year.
solutions that ensure reliability, perforwired, the use of wireless diagnostics
mance, and product lifespan. This is
and sensors is increasing. The RED
Supply Chain Resilience is Key
where our innovations in metal thermal
continues to govern radio performance,
interface materials come in to support
ROSS BERNTSON, P r e s i d e n t &
electromagnetic compatibility (EMC),
CEO, Indium Corporation
new builds and future development to
and spectrum behavior. Meanwhile, the
In today’s 2026 geopolitical climate, a
advance the technology. In parallel,
CRA will gradually take over cyberseresilient global supply chain is no longer we will introduce new members
curity obligations for digital products
a competitive advantage—
of our Durafuse® solder
with radio capabilities, thus avoiding
it’s a necessity. At Indium
alloy technology family,
regulatory overlap.
Corporation, building and
addressing high-temperature
The new Machinery Regulation
sustaining that resilience has
lead-free requirements in
modernizes safety requirements for
been a deliberate, long-term
power electronics as well as
machinery and now includes digital
effort rooted in partnership,
increasing demand for high
behaviors that influence hazardous
diversification, and trust. As
reliability in low-temperature
motion or energy. For semiconductor
a materials supplier serving
applications.
tools that include robots, wafer handling
multiple industries, including ROSS BERNTSON
Guided by our motto,
Regulation
Primary Regulatory
Focus
www.semiconductordigest.com
Practical Consequence for
OEMs
Semiconductor Digest Supplement to January 2026
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