Woodstock Wire: Electronics Outlook

March 19, 2023

Japan's chip distributors are expanding abroad

Media -- SemiMedia - According to Nikkei Asia, Japanese semiconductor distributors and EMS factories such as Sun-Wa Technos, Kaga Electronics, and Ryoyo Electro are accelerating overseas expansion in response to the continued shrinking...

March 19, 2023 01:16 AM

Passive component industry may rebound substantially in 2Q-3Q, says Yageo

Media -- DIGITIMES - The passive component industry may see a significant rebound in the second and third quarters of this year, according to Yageo, which believes that the worst is over.

March 19, 2023 12:45 AM

March 15, 2023

Mouser Electronics Projects Continued Growth in 2023 for EMEA Market

Distribution -- Mouser Electronics Inc. - Mouser has broadened its line card by adding more than 170 new manufacturers in the last two years.

March 15, 2023 04:38 AM

March 05, 2023

Record-Setting Connector Sales in 2022, Up 7.8%

Distribution -- TTI MarketEye - The connector industry saw a new record for annual global sales in 2022, reaching $84.1 billion, with North America leading the way in growth rate. However, high inflation and price increases minimize some of that growth and most forecasts...

March 05, 2023 05:57 AM

February 23, 2023

20th Anniversaries of RoHS and WEEE

Distribution -- TTI MarketEye - It's been twenty years since RoHS, which regulates hazardous substances used in manufacturing, and WEEE, which regulates the disposal of the same products, became law in the EU. Learn about the progress that's been made with both directives...

February 23, 2023 04:50 AM

Changes in Charging Technology Will Accelerate EV Adoption

Distribution -- TTI MarketEye - Technology is catching up with curiosity and demand in the emerging world of EV charging. Read how new methods are being used-like smart charging, wireless charging, mega-watt charging, improved battery technology and more-to increase...

February 23, 2023 04:42 AM

February 20, 2023

Passive Components for Defense Electronics in 2023

Distribution -- TTI MarketEye - Learn the structure and specifics of the defense and aerospace electronics sector, particularly within the main passive components-capacitors, resistors and inductors-as well as the key areas of avionics, communications and navigation,...

February 20, 2023 01:19 AM

February 13, 2023

TSMC may see 5nm capacity utilization drop below 70% in 2Q23

Media -- DIGITIMES - TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sources.

February 13, 2023 03:22 AM

February 12, 2023

Global semiconductor revenue grew 1.1% in 2022

Media -- Evertiq - According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making...

February 12, 2023 03:59 AM

Gartner Says Worldwide Semiconductor Revenue Grew 1.1% in 2022

Think -- Gartner - Worldwide semiconductor revenue increased 1.1% in 2022 to total $601.7 billion, up from $595 billion in 2021, according to preliminary results by Gartner, Inc.

February 12, 2023 02:47 AM

February 11, 2023

Component Counterfeiting: On the Verge of a Future Without Fakes?

Distribution -- TTI MarketEye - Semiconductor counterfeiting may be a thing of the past as new "unbreakable" product authentication methods emerge, like physically unclonable functions, quantum dots, AS6081 and artificial intelligence technology.

February 11, 2023 09:52 PM

February 09, 2023

How's Business? A Look at OEM Performance in 2022

Distribution -- TTI MarketEye - Learn how from the first half of 2021 versus the first half of 2022 all market sectors except mil/aero, computers, peripherals and consumer products saw year-over-year sales increases and the top three market sectors by sales in the first...

February 09, 2023 04:29 AM

Semis Roll To Record Q4 - DMASS

Distribution -- Disti Blog - European components distribution finished 2022 in record fashion as both semiconductors and IPE (Interconnect, Passive and Electromechanical) reported increases sales.

According to DMASS surprisingly strong semiconductor sales and normalising...

February 09, 2023 02:44 AM

January 19, 2023

Wireless Charging ICs Market is set to register a steady CAGR of over 22.2% and attain a healthy growth revenue during the forecast period of 2022-32 | Data report by FMI

Media -- Electronic Engineering Journal - The wireless charging ICs are expected to reach a valuation of US$ 89.73 Bn by 2022 estimated to register the highest CAGR of 22.2% over 2022-2032. As electric vehicles (EVs) are one of the mainstream solutions for transportation,...

January 19, 2023 04:01 AM

Global automotive semiconductor demand and supply expected to be in balance

Media -- DIGITIMES - Global demand and supply of automotive semiconductors are expected to be in balance beginning at the end of the first quarter or the beginning of the second quarter of 2023, according to supply chain makers for automakers.

January 19, 2023 03:58 AM

January 17, 2023

NAND flash ASP to drop 10-15% in 1Q23

Media -- DIGITIMES - Drops in NAND flash ASPs are expected to be 10-15% in the first quarter of 2023 from 20-25% in the prior quarter, as "suppliers' production cuts take effect," TrendForce said in its recent report.

January 17, 2023 03:20 AM

January 16, 2023

QoQ decline in NAND Flash ASP will narrow to around 10~15%

Media -- Evertiq - TrendForce's latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development, the vicious cycle of suppliers undercutting each other has been brought under control to...

January 16, 2023 06:19 AM

Supply Chain Update for December 2022: Electronic Materials Prices for Passive Electronic Components Are on the Rise

Distribution -- TTI MarketEye - Learn about the raw material supply chain for the ceramics and metals consumed in mass-produced passive electronic components and the price increases as they relate to recent supply disruptions in mass-produced parts.

January 16, 2023 04:38 AM

January 03, 2023

Korea's chip output falls most since global financial crisis

Media -- DIGITIMES - South Korea's semiconductor production in November fell by the most since the global financial crisis, weighing on the nation's industrial output and pointing to a further cooling of overseas demand for tech components as the world economy...

January 03, 2023 10:38 PM

TSMC braces for weak 1Q23

Media -- DIGITIMES - TSMC is bracing for a nearly 15% sequential decline in first-quarter 2023 revenue, driven by falling capacity utilization rates at its fabs and wafer banks reaching new highs, according to industry sources.

January 03, 2023 07:32 PM

TSMC: Foundry utilization rate will not fully recover until the second half of 2023

Media -- SemiMedia - Dr. C. C. Wei, CEO of TSMC, said recently that semiconductor inventory reached its peak in the third quarter of 2022 and began to adjust in the fourth quarter. It is expected that the inventory adjustment will...

January 03, 2023 05:40 AM

January 02, 2023

North American EMS industry down 0.6 percent in November

Media -- Evertiq - Industry association IPC announced the November 2022 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.38.

January 02, 2023 07:51 PM

Weak handset IC demand likely to extend into 3Q23

Media -- DIGITIMES - Weak demand for handset-use ICs will likely stretch into the early half of the third quarter of 2023, amid weak handset sales worldwide, particularly those of Chinese brands, according to sources from handset IC suppliers.

January 02, 2023 03:10 AM

December 31, 2022

Prepare for the surge

Media -- Electronics Sourcing - XTG's president and TTI's senior VP business development, Michael Knight, sets the scene for a supply chain rollercoaster ride culminating in a 2024 surge


December 31, 2022 06:09 AM

December 30, 2022

October Connector Sales Were Up 1.3% While Semiconductors Declined 4.6%

Distribution -- TTI MarketEye - October 2022 semiconductor sales were down 4.6 percent from last year and connector sales increased slightly as most countries saw their economies bounce back from the first years of the COVID era. While worldwide inflation is affecting...

December 30, 2022 11:34 PM

December 29, 2022

Electronics Limps to the End of 2022

Aspencore -- EPS News - The close of 2022 looks undeniably grim for the electronics supply chain. Two U.S. indices in November - the PMI and component sales trends - fell to their lowest levels since May of 2020. The ECIA's components survey collapsed to 58.1, well...

December 29, 2022 04:26 AM

Global semiconductor sales decrease 0.3% MoM in October

Media -- Evertiq - Global semiconductor industry sales were USD 46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of USD 47.0 billion and down 4.6% compared to the October 2021 total of USD 49.1 billion,...

December 29, 2022 02:55 AM

December 26, 2022

WW Semiconductor Revenue to Decline 3.6% in 2023

Enterprise -- Storage Newsletter - Oversupply becomes inevitable with the worsening economic situation. Global semiconductor revenue is projected to decline 3.6% in 2023. In 2022, the market is on pace to grow 4% and total $618 billion, according to Gartner, Inc.'s...

December 26, 2022 04:41 AM

Chip Supplies Loosen as Fabs Face Q4 Correction

Aspencore -- EPS News - It looks like the party's over for unprecedented chip demand, according to one analyst. The world's 10 largest foundries will see revenue decline in Q4 as weak demand slows chip consumption and inventories build, according to TrendForce. Revenue...

December 26, 2022 04:36 AM

December 21, 2022

Global top 10 foundries' total revenue grew by 6% in 3Q22

Media -- Evertiq - According to TrendForce's research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities...

December 21, 2022 12:13 AM

December 16, 2022

2023 Forecast: Innovation and Product Development are Thriving

Distribution -- TTI MarketEye - After a very buoyant 2022 for nearly everyone in the electronics supply chain, how will 2023 perform regarding allocation, lead times, inflation, obsolescence and the US economy?

December 16, 2022 04:37 AM

Electronics Limps to the End of 2022

EPS NEWS -- The close of 2022 looks undeniably grim for the electronics supply chain. Two U.S. indices in November – the PMI and component sales trends – fell to their lowest levels since May of 2020. The ECIA's components survey collapsed to 58.1, well below the growth threshold of 100. The ISM's PMI declined to 49; readings below 50 indicate contraction.

December 16, 2022 03:59 AM

December 14, 2022

Global Market Update for Inductors: October 2022

Distribution -- TTI MarketEye - In November 2022, discrete inductor demand showed steep decline in lead times from prior months as global attempts to minimize inflation are impacting the high-tech economy, resulting in a substantial slowdown in lead times for all passive...

December 14, 2022 04:30 AM

December 12, 2022

Nikkei Asia:global semiconductor market will shrink by 4% in 2023

Media -- SemiMedia - According to Nikkei Asia, the global semiconductor market is expected to shrink by 4% to US$557 billion in 2023, the first annual contraction since 2019.

December 12, 2022 05:54 AM

Inventory adjustments for commodity passive components to last longer

Media -- DIGITIMES - Inventory adjustments for commodity passive components will likely take a longer time than expected, prompting suppliers to shift their focus to high-end and niche-market device applications, according to industry sources.

December 12, 2022 05:18 AM

What Do You See for 2023?

Distribution -- TTI MarketEye - In this special edition of MarketEYE, TTI Americas President John Drabik looks ahead at the forecast for the electronic components industry for 2023.

December 12, 2022 04:54 AM

December 07, 2022

Semiconductor sales to fall 5% in 2023

Media -- Electronics360 - After record sales during a crippling chip shortage, a decline is coming.

December 07, 2022 04:01 AM

The semiconductor market is expected to grow by 4.4% in 2022

Media -- Evertiq - Following strong a growth of 26.2% in the year 2021, the World Semiconductor Trade Statistics (WSTS) forecast a total size of USD 580 billion for the worldwide semiconductor market in 2022, i.e., up 4.4%.

December 07, 2022 04:00 AM

IC Insights: 2023 semiconductor capex forecast sees biggest drop since 2008-2009

Media -- SemiMedia - According to IC Insights' latest report, at the start of this year, semiconductor suppliers were enjoying a strong influx of orders due to robust post-Covid-19 economic activity. Booming demand pushed most wafer...

December 07, 2022 04:00 AM

DRAM spot price drops by less than 10% in November

Media -- DIGITIMES - DRAM spot market prices have continued to fall but at a slower pace over the past month, with the price dropping by less than 10%, according to industry sources.

December 07, 2022 03:57 AM

December 02, 2022

Resistors: Global Market Update for October 2022

Distribution -- TTI MarketEye - Since resistor performance is a key indicator of the state of the global high-tech economy, this comprehensive market update shows the direction the electronics world is headed in the months ahead, like that resistor lead times will relax...

December 02, 2022 05:22 AM

November 29, 2022

SIA: Semiconductor demand expected to rebound in second half of 2023

Media -- SemiMedia - According to the latest report from the Semiconductor Industry Association (SIA), 2022 will be a year of historic significance for the semiconductor industry, but the industry continues to face major challenges....

November 29, 2022 08:41 PM

Semiconductor sales to drop 5% in 2023, says IC Insights

Media -- DIGITIMES - Worldwide semiconductor sales are forecast to drop 5% in 2023 after hitting a record high in 2022, according to IC Insights.

November 29, 2022 08:36 PM

Tech companies begin rerouting critical chip supplies to trucks with rail strike looming

Media -- CNBC - Business - Semiconductor chip suppliers are among companies starting to send more cargo to trucks ahead of a potential freight railroad strike.

November 29, 2022 07:43 AM

Gartner Forecasts Worldwide Semiconductor Revenue Growth to Decline 3.6% in 2023

Think -- Gartner - Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market is on pace to grow 4% and total $618 billion.

November 29, 2022 07:01 AM

TSMC capacity utilization fall to widen in 1H23

Media -- DIGITIMES - TSMC's overall fab capacity utilization rate is estimated to fall to 80% in the first half of 2023, with the utilization for 7/6 nm process capacity to see a widening fall, 5/4nm capacity utilization to decline month by month starting next...

November 29, 2022 05:53 AM

North American EMS industry Up 14.9% in October

Media -- Evertiq - Total North American EMS shipments in October 2022 were up 14.9% compared to the same month last year. Compared to the preceding month, October shipments decreased by 2%.

November 29, 2022 03:47 AM

November 28, 2022

Ingram Micro Sees "Recession Proof" Year Ahead for IT

Enterprise -- The ChannelPro Network - On the opening day of its annual ONE conference, execs Kirk Robinson and Paul Bay (pictured left to right) said the distributor will continue investing in strategic resources like its Xvantage "digital experience" despite economic...

November 28, 2022 10:18 PM

IC Market Can Expect Q2 2023 Rebound

Aspencore -- EPS News - Over its 60-year history, the IC industry is well known for its cyclical behavior. Looking back to the mid-1970s, there hasn't been a period where the IC market declined for more than three quarters in a row, according to IC Insights. Following...

November 28, 2022 10:02 PM

November 20, 2022

Expectations are high for a return to IC market growth

Media -- Evertiq - Notably, the IC market has never shown more than three sequential quarters of decline.

November 20, 2022 09:30 PM