Woodstock Wire: Electronics Outlook

September 19, 2021

'Quad' Countries to Agree on Secure Microchip Supply Chains-Media

U.S. News -- Leaders of the United States, Japan, India and Australia will agree to take steps to build secure semiconductor supply chains...

September 19, 2021 12:01 AM

September 18, 2021

North American Switch Market: Sales Dipped 8%, Bookings Down 3% in 2020

Distribution -- TTI MarketEye - Recently-analyzed data from switch sales and bookings in North America shows the financial impact on markets in the final quarter of 2020.

September 18, 2021 04:07 AM

September 17, 2021

Chipmakers' revenue thriving despite semiconductor shortage

Media -- Electronics360 - Many vendors see unprecedented growth during the second quarter.

September 17, 2021 07:54 PM

Global fab equipment spending projected to reach new high

Media -- Evertiq - Powered by digital transformation and other secular technology trends, global semiconductor equipment investments for front end fabs in 2022 are expected to reach nearly USD 100 billion to meet soaring demand for electronics after topping a...

September 17, 2021 07:54 PM

September 16, 2021

Component Shortages to 'Last Well Into 2022,' Execs Predict

Aspencore -- EPS News - The challenges related to semiconductor and other component shortages will be with us for a considerable time, according to more than a dozen manufacturing executives. We asked these decision-makers and their partners about current issues;...

September 16, 2021 06:54 PM

Passive components see increasing lead times

Media -- Evertiq - Capacitor, resistor and inductor markets all showed signs of increased demand in August 2021, with lead times for all three product lines reaching new heights.

September 16, 2021 06:52 PM

European Chips Act for semiconductor sovereignty

Media -- eeNews Europe - Ursula von der Leyen, president of the European Commission, has proposed a European Chips Act to drive semiconductor infrastructure in the regionEuropean Commission president Ursula von der Leyen has said there will be a European...

September 16, 2021 06:37 PM

DRAM prices start to fall

Media -- SemiMedia - According to Nikkei Asia, the price of DDR4 8Gb in August fell 2% from July to about US$3.8 each, and the price of 4Gb products fell 2% to US$3.1 each. Even the DDR3 2Gb, which is in short supply, has stopped rising, and the current price...

September 16, 2021 06:13 PM

Shortage of consumer ICs easing

Media -- DIGITIMES - Shortages of multiple ICs for handsets, notebooks and other consumer technology products have started easing, with some chipmakers already engaged in inventory correction, according to industry sources.

September 16, 2021 06:12 PM

TSMC forecast to post 24% revenue growth in 2021, says IC Insights

Media -- DIGITIMES - TSMC is forecast to see its revenue in the second half of this year grow 14% from the level in the first half, with revenue for all of 2021 set to represent a 24% on-year surge, according to IC Insights.

September 16, 2021 06:10 PM

September 14, 2021

Trends in Automotive LED Lighting and Optoelectronics

Distribution -- TTI MarketEye - Efficiency and durability advantages mean automakers are choosing LED technology more often for their designs. Here are some of the trends driving component selection in the automotive industry and a look at what the future might hold...

September 14, 2021 08:59 PM

It Shouldn't Be Just Chips

Aspencore -- EETimes - The U.S. Congress and the Biden Administration are hurtling down the track toward investing billions of dollars in the domestic semiconductor manufacturing industry. But there is a flaw in their approach because they are ignoring the broader...

September 14, 2021 07:25 PM

Highlights of the day: US chip vendors shift orders from China foundries

Media -- DIGITIMES - The US-China trade tensions are driving US chip vendors away from Chinese foundry houses, which neveretheless still see strong demand from the domestic market. China's top foundry house SMIC is gearing up expansion of its mature process manufacturing...

September 14, 2021 06:37 PM

Top15 semiconductor sales leaders 3Q21 forecast

Media -- Evertiq - The big three memory IC suppliers-Samsung, SK Hynix, and Micron-are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales.

September 14, 2021 06:30 PM

GaN power devices market to growth at 78% CAGR through 2025

Media -- Evertiq - Demand for elecom base stations, converters, and charging stations has seen considerable growth this year as a result of ongoing developments in 5G telecommunication, consumer electronics, industrial energy conversion, and new energy vehicles...

September 14, 2021 03:21 AM

July U.S. Wholesale Trade Sales Up 24% Year-Over-year

Distribution -- Industrial Distribution - Sequentially, July's sales mark improved 2% from June.

September 14, 2021 02:52 AM

September 11, 2021

The Swiftly Changing Landscape of Semiconductor Companies: 2021 Acquisitions Update

Media -- All About Circuits - With large mergers like Renesas acquiring Dialog and Analog acquiring Maxim Integrated recently taking place, let's take a look at the effects of consolidating the semiconductor industry.

September 11, 2021 11:27 PM

Worldwide Server Market Revenue Declined 2.5% Year Over Year in the Second Quarter of 2021, According to IDC

Think -- IDC - According to the IDC Worldwide Quarterly Server Tracker, worldwide server market revenue declined 2.5% year over year to $23.6 billion during Q2 2021.

September 11, 2021 12:24 AM

September 10, 2021

IoT cellular connections to reach 3 billion by 2026

Media -- Electronics360 - Increased demand is being seen from a variety of industries.

September 10, 2021 11:31 PM

Worldwide enterprise external OEM storage systems market revenues increase 9.7% during 2Q21, says IDC

Media -- DIGITIMES - According to the IDC Worldwide Quarterly Enterprise Storage Systems Tracker, global market revenues for enterprise external OEM storage systems grew 9.7% on year to US$6.9 billion during the second quarter of 2021. Total external OEM storage...

September 10, 2021 11:30 PM

TSMC posts increased August revenue

Media -- DIGITIMES - TSMC has announced consolidated revenue of NT$137.43 billion (US$4.97 billion) for August 2021, up 10.3% sequentially and 11.8% on year.

September 10, 2021 10:41 PM

September 09, 2021

Sales Outlook Moderates for Components

Aspencore -- EPS News - Long-term demand for electronic components remains robust although sales expectations for the third and fourth quarters have moderated, according to the ECIA. Concerns and uncertainty related to the economy, inflationary pressure and the resurgence...

September 09, 2021 11:59 PM

The microchip shortage is not going away soon, and it's affecting way more than cars

Media -- USATODAY - News Top Stories - The microchip shortage extends to everyday household and recreational items causing most small business owners to take a hit.

September 09, 2021 10:48 PM

Taiwan 1st-tier IC design houses poised to raise prices in 1Q22

Media -- DIGITIMES - With delivery lead times at TSMC extended to 4-5 months, Taiwan's first-tier IC design houses have notified customers about further price hikes for their chip solutions starting the first quarter of 2022, according to industry sources.

September 09, 2021 09:18 PM

September 08, 2021

Yageo capacity utilization stays above 90%

Media -- DIGITIMES - Yageo continues to utilize more than 90% of its production capacity for MLCC and chip resistors, as order momentum remains healthy despite shipment pull-in by clients more or less affected by shortages of chips and other components, according...

September 08, 2021 09:48 PM

Server orders to remain robust in 2H21

Media -- DIGITIMES - Server demand is expected to stay strong throughout the second half of 2021, thanks to robust demand for datacenter servers and increasing orders for servers from traditional enterprises, according to sources from the server upstream supply...

September 08, 2021 09:41 PM

September 07, 2021

Toshiba: Chip supply will remain very tight until at least September 2022

Media -- SemiMedia - According to Bloomberg, Toshiba recently stated that it won't be able to meet demand for power-regulating chips for another year and, in certain cases, through the end of 2022, offering a fresh warning for makers of cars, consumer electronics...

September 07, 2021 10:23 PM

Foxconn posts decreased August revenue

Media -- DIGITIMES - Foxconn (Hon Hai) Technology Group has reported revenues of NT$400.05 billion (US$14.5 billion) for August 2021, down 4.3% sequentially and 4.9% on year.

September 07, 2021 10:20 PM

Intel CEO Predicts Chips Will Be More Than 20% of Premium Vehicle BOM by 2030

Business Wire -- Intel outlines plans to ramp chip production and help automotive industry customers modernize designs to leverage leading edge silicon.

September 07, 2021 10:19 PM

Connector Industry Outlook: A Record-Setting Year in the Making?

Distribution -- TTI MarketEye - Connector demand is strong, and order backlog is growing. Ron Bishop looks at the current state of the connector industry, predicts how sales growth will change in the second half of the year and gives an outlook for the "post-recovery"...

September 07, 2021 08:50 PM

Car giants fear the ongoing global chip shortage could persist for some time

Media -- CNBC - Business - Ford, Volkswagen and Daimler are still struggling to deal with the impact of the chip shortage, and execs say a lack of chips is likely to remain a problem.

September 07, 2021 12:28 AM

SIA: Global semiconductor sales in July up 29.0% Year-to-Year, 2.1% Month-to-Month

Media -- SemiMedia - According to a recent report issued by the Semiconductor Industry Association (SIA), global semiconductor sales in July 2021 were USD 45.4 billion, an increase of 29.0% from the July 2020 total of $35.2 billion, and an increase of 2.1% from...

September 07, 2021 12:06 AM

September 05, 2021

Until 2023? Parts Shortage Will Keep Auto Prices Sky-High

U.S. News -- A shortage of computer chips that sent auto prices soaring had appeared, finally, to be easing back in the spring.

September 05, 2021 11:03 PM

Passive Electronic Components: Global Market Update, August 2021

Distribution -- TTI MarketEye - Demand for capacitors, resistors and inductors is at an all-time high, with all types and configurations experiencing elevated lead times. Dennis Zogbi examines the current state of the market and likely impacts on electronics manufacturing...

September 05, 2021 01:38 AM

September 03, 2021

Tech Leads August U.S. Manufacturing Expansion

Aspencore -- EPS News - U.S. manufacturing powered through supply chain constraints in August to maintain a 15-month streak of expansion. New order and production levels underlined sustained demand while factories continued to struggle to find components, materials...

September 03, 2021 07:52 PM

Keeping a Lid on Capacitor Heat: Enhancing Performance and Reliability

Distribution -- TTI MarketEye - Heat can impact the performance and lifespan of capacitors, especially in the most challenging applications such as induction heating. Murray Slovick reviews the science behind keeping capacitors cool and looks at some ways that capacitor...

September 03, 2021 03:08 AM

September 01, 2021

North American EMS Industry Down 2.9 Percent in July

Aspencore -- EPS News - IPC announced the July 2021 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.42.

Total North American EMS shipments in July 2021 were down 2.9 percent compared...

September 01, 2021 05:28 PM

The Growth of eHealth and Challenges for Medical Device Manufacturers

Distribution -- TTI MarketEye - Telehealth and telemedicine are driving the increasing use of connected medical devices outside a hospital setting. What do device manufacturers need to do today to make sure tomorrow's myriad different units work well together?

September 01, 2021 03:59 AM

Why digital care is vital for assisted living?

Distribution -- eInfochips - eInsights - Why digital care is vital for assisted living?

World Bank data suggests that the share of the elderly population across the globe has grown by 1.35 times to 9.3% in 2020 from 6.9% in 2000. The high-income countries have a higher...

September 01, 2021 03:56 AM

August 30, 2021

GlobalFoundries: Global chip output must double in 10 years to address shortages

Media -- SemiMedia - According to Nikkei Asia, GlobalFoundries CEO Tom Caulfield said on Monday that the chip industry will need to double its production capacity in the next eight to 10 years to address shortages and growing government concerns over supply chain...

August 30, 2021 01:36 AM

NAND flash market to regain balance in 2022, says Silicon Motion president

Media -- DIGITIMES - The global NAND flash memory market is expected to reach the balance of supply and demand in 2022, when the overall bit supply growth is expected to stay at about 30%, according to Wallace Kou, president for flash device controller specialist...

August 30, 2021 01:21 AM

August 29, 2021

PFAS Updates, EU and Saudi Arabia RoHS: A Busy Summer for Environmental Compliance

Distribution -- TTI MarketEye - Electronics manufacturers will be impacted by a host of new and proposed environmental compliance and regulatory changes in the months ahead, including new PFAS restrictions, "RoHS 3" in the European Union, a new RoHS law in Saudi Arabia...

August 29, 2021 08:13 PM

August 23, 2021

Toyota to reduce production in Japan and North America due to chip shortage

Tech -- The Verge - Toyota's supply chain has been disrupted

Toyota said Thursday that it would reduce production in Japan and North America due to a shortage of semiconductor chips, a sign that even...

August 23, 2021 02:58 AM

Water shortages loom over future semiconductor fabs in Arizona

Tech -- The Verge - In an aerial view. an empty water trough in the desert that has been recently visited by wild burros is seen on July 7, 2021 near Yucca, Arizona. Large portions of the West are now classified as being in exceptional drought, the most...

August 23, 2021 02:49 AM

Chip, component shortages see no quick end in sight

Media -- FierceElectronics - Chip, component shortages see no quick end in sight

August 23, 2021 02:25 AM

Chip shortage creates problems for VW in Germany

Media -- Evertiq - Due to the lack of semiconductor components, production at Volkswagen's main facility in Wolfsburg (Germany) will start with short-time work for many workers coming back from their summer holidays.

August 23, 2021 02:19 AM

MLCC maker Holy Stone sees clear order visibility throughout 2021

Media -- DIGITIMES - Niche-market MLCC specialist Holy Stone Enterprise has seen clear order visibility for the next 15-16 weeks and continues to run its production lines at full capacity utilization, according to the company.

August 23, 2021 02:19 AM

DRAM contract prices likely to drop 5-10% in 4Q21, says Team Group

Media -- DIGITIMES - DRAM contract prices are likely to fall 5-10% in the fourth quarter of 2021, and continue their slight drops through the second quarter of next year, according to CW Chen, president for memory module house Team Group.

August 23, 2021 02:16 AM

How long has the semiconductor industry got?

Media -- eeNews Europe - An analysis by two environmental scientists predicts that the semiconductor has at least two more 'innovation cycles' for transistor shrinking before fundamental change is needed. The death of Moore's Law has been predicted many times,...

August 23, 2021 02:14 AM

Semiconductor midyear outlook: Chip revenue will rise nearly 20% in 2021

Media -- Electronics Sourcing - James Carbone - Contributing Editor

Strong revenue growth and robust demand is compelling chipmakers to add production capacity which should ease tight supply conditions later this year.

The worldwide semiconductor market will increase...

August 23, 2021 01:00 AM