Woodstock Wire: Electronics Outlook

August 23, 2019

North American Switch Market Sales Up 4%, Bookings Up 6% Over 2017

Distribution -- TTI MarketEye - The North American switch market was up in 2018 versus the preceding year. Total reported sales for all switch categories in...

August 23, 2019 09:49 PM

August 22, 2019

Robotics market up 7% in first half of 2019

SupplyChain -- DC Velocity - North American companies are expanding their use of robotics, with automotive companies leading the way, association says.

August 22, 2019 03:03 PM

Intel Set to Regain Top Spot in 2019 Chip Rankings

Distribution -- EPS News - Intel replaced Samsung as the number one quarterly semiconductor supplier in 4Q18 after losing the lead spot to Samsung in 2Q17, according...

August 22, 2019 02:25 PM

August 21, 2019

Top-15 Semiconductor Suppliers' Sales Fall by 18% in 1H19

Media -- Design And Reuse - Top-15 Semiconductor Suppliers' Sales Fall by 18% in 1H19

August 21, 2019 08:50 PM

TSMC to see revenues surge in 2020

Media -- DIGITIMES - Growing chip demand for 5G- and AIoT-related applications will boost TSMC's revenues for 2020, which are expected to climb over 10%...

August 21, 2019 08:49 PM

China smartphone sales up 22.4% on quarter in 2Q19, says Digitimes Research

Media -- DIGITIMES - Sales of smartphone in the China market increased 22.4% sequentially to 93.4 million units in the second quarter of 2019 as local...

August 21, 2019 08:20 PM

Trump Acknowledges That His China Policies May Mean Economic Pain for the U.S.

Media -- Time - Business - President Donald Trump acknowledged Tuesday his aggressive China trade policies may mean economic pain for Americans...

August 21, 2019 04:50 PM

GLOBAL MARKETS-Asian shares fall on recession fears; eyes on Fed minutes

Media -- Reuters - Companies - Asian shares fell on Wednesday as fresh worries about a global recession led investors to dump risky assets, with U.S....

August 21, 2019 04:50 PM

Wide Implications as Germany Teeters Toward Recession

Media -- Time - Business - Germany, Europe's industrial powerhouse and biggest economy, with companies like Volkswagen, Siemens and BASF,...

August 21, 2019 04:37 PM

Weekly Global Update for August 21, 2019

Distribution -- TTI MarketEye - China/Taiwan Update; Europe Update; European Semiconductor Distribution Market declined 1% to 2.32 Billion Euro in Q2; Memory...

August 21, 2019 02:56 AM

August 20, 2019

Trade Wars Be Damned, IT Spending Still Climbing

Enterprise -- Channelnomics - A new forecast by IDC projects worldwide IT spending will hit...

August 20, 2019 05:48 PM

August 19, 2019

How will the Looming Recession Impact Global Supply Chains?

SupplyChain -- Logistics Viewpoints - On Thursday, yield curves inverted and the stock market tanked. An inverted yield curve signals a recession in 14 to 20...

August 19, 2019 05:46 PM

Cloud server shipments to rise on demand from US, China in 4Q19

Media -- DIGITIMES - After experiencing weak performances in the first half of 2019, most Taiwan-based sever supply chain makers expect to see better...

August 19, 2019 03:56 PM

NAND flash wafer prices rise above cash cost levels

Media -- DIGITIMES - NAND flash wafer prices have been rising in the third quarter of 2019, and have exceeded manufacturers' cash cost levels, according...

August 19, 2019 03:54 PM

Japan's exports down for eighth month, sales to China slump as recession fears grow

Media -- Reuters - Business - Japan's exports slipped for an eighth month in July, while manufacturers' confidence turned negative for the first time...

August 19, 2019 03:51 PM

Semiconductors are piling up to dangerous heights

Think -- Gartner Blog Network - The quantity of semiconductors sitting around in the supply chain hasn't been "normal" since 2010, and pushed into the...

August 19, 2019 03:47 PM

Predicting the Next U.S. Recession

U.S. News -- A protracted trade war between China and the United States, the world's largest economies, and a...

August 19, 2019 02:01 AM

MCU market to regain growth after 2019 slump, says IC Insights

Media -- DIGITIMES - After reaching record-high sales in the last two years, the microcontroller (MCU) market slid lower in the first half of 2019 because...

August 19, 2019 01:06 AM

MCU market to fall 6 percent in 2019

Media -- New Electronics - The MCU market is expected to contract by 6% this year, according to semiconductor market analysts, IC Insights. The fall is...

August 19, 2019 01:04 AM

Power management ICs to grow 8% a year for next decade

Media -- FierceElectronics - Personal electronics and industrial applications make up more than half of power management IC market, analyst says.

August 19, 2019 01:02 AM

2Q DRAM revenue Falls by 9.1% QoQ - 3Q quotes still set to fall

Media -- Evertiq - According to investigations by DRAMeXchange, a division of TrendForce, quote trends for various products, including commodity DRAM,...

August 19, 2019 01:00 AM

Mid-year global semi sales down 14.5% compared to 2018

Media -- Evertiq - worldwide sales of semiconductors reached USD 98.2 billion during the second quarter of 2019, a small increase of 0.3% over the previous...

August 19, 2019 12:42 AM

TSMC to see revenues rise substantially starting August

Media -- DIGITIMES - TSMC is expected to enjoy substantial revenue growth starting August with the momentum to continue through the last quarter of 2019,...

August 19, 2019 12:06 AM

August 18, 2019

76% of IC products expected to see flat growth in 2019

Media -- Evertiq - After flying high for two years, DRAM sales growth is forecast to rank last in 2019, worst among all IC categories; NAND flash sales...

August 18, 2019 11:27 PM

White House says 'no recession in sight' despite market turmoil

Media -- Reuters - Business - White House officials pushed back on Sunday against concerns that economic growth may be faltering, saying they saw little...

August 18, 2019 11:20 PM

China's economy worsens in July, industrial growth at 17-year low as trade war escalates

Media -- Reuters - Business - China's economy stumbled more sharply than expected in July, with industrial output growth cooling to a more than 17-year...

August 18, 2019 10:37 PM

US pushes 10% China tariffs to mid-December

Web Marketing -- Digital Commerce 360 - The Trump administration will delay until mid-December the 10% tariff on some Chinese products on many holiday-shopping...

August 18, 2019 09:21 PM

August 17, 2019

Supply Chain Will Feel Impact of Hong Kong Airport Protests

Distribution -- EPS News - A two-day shut down of Hong Kong International Airport forced the cancellation of hundreds of passenger flights...

August 17, 2019 05:42 PM

August 16, 2019

Lenovo says customers quitting clouds boosts channel

Enterprise -- CRN - Channel business grew 57 percent over the past year.

August 16, 2019 05:34 PM

August 15, 2019

MCU Sales To Dip 6% In 2019

Distribution -- Disti Blog - An initially downbeat, but longer term upbeat forecast for the global microcontroller (MCU) market has been issued by IC Insights....

August 15, 2019 04:17 PM

Weekly Global Update for August 14, 2019

Distribution -- TTI MarketEye - Global Electronic Supply Chain Growth; U.S. vs. World Second Quarter Performance; World Semiconductors Sales declined 16.8% y/y...

August 15, 2019 04:16 PM

Air Cargo Out of Hong Kong 'On Time' For Now

Distribution -- EPS News - The two-day closure of Hong Kong International Airport (HKIA) had not impacted air cargo as of late Tuesday, although future delays...

August 15, 2019 03:58 PM

August 13, 2019

IDC's 7th Annual Global IoT Decision Maker Survey Reveals IoT as a Leading Digital Transformation Initiative, but Organizations Struggle with Skills Gaps and Infrastructure Readiness

Business Wire -- IDC has published its 7th annual survey examining the latest Internet of Things (IoT) opportunities, challenges, and investment...

August 13, 2019 08:14 PM

August 12, 2019

Power, Analog and Logic hold up in market slowdown, says DMASS

Media -- eeNews Europe - The second quarter of 2019 finally showed the long-expected slowdown of the components distribution market in Europe,...

August 12, 2019 07:00 PM

TSMC revenues slip in July

Media -- DIGITIMES - Taiwan Semiconductor Manufacturing Company (TSMC) has reported July consolidated revenues slipped 1.3% sequentially but grew 14%...

August 12, 2019 06:59 PM

TSMC gearing up for another semiconductor supercycle

Media -- DIGITIMES - The global semiconductor market is set to enter a dynamic new phase of growth, as the era of 5G network looms around the corner....

August 12, 2019 06:59 PM

European Disti Market Hits Buffers in Q2

Distribution -- Disti Blog - Finally, the European distribution market is showing the signs of wear and tear. The second quarter of 2019 finally showed the long-expected...

August 12, 2019 05:07 PM

August 11, 2019

Chip market weakness lingers in second quarter

Media -- eeNews Europe - Global sales of semiconductors in the second quarter were 16.8 percent down on the same quarter a year before, according...

August 11, 2019 03:53 AM

Global smartphone shipments fall for 7th consecutive quarter in 2Q19, says IHS

Media -- DIGITIMES - The bad news for the global smartphone market is that global shipments fell in the second quarter, marking seven consecutive quarters...

August 11, 2019 03:43 AM

Global semiconductor sales drop 14.5% in 1H19, says SIA

Media -- DIGITIMES - Worldwide sales of semiconductors reached US$98.2 billion during the second quarter of 2019, a small increase of 0.3% over the previous...

August 11, 2019 03:35 AM

NAND flash contract prices fall at slower pace, says DRAMeXchange

Media -- DIGITIMES - NAND flash contract market prices continue their downward trend in July, but the price falls have decelerated, according to DRAMeXchange.

August 11, 2019 03:35 AM

Firms need not overly worry about tariff war, says Pegatron chair

Media -- DIGITIMES - Volatile international trade conditions are expected to persist into at least the next US presidential race, and firms must focus...

August 11, 2019 03:34 AM

DRAM expected to remain largest IC market

Media -- Evertiq - Despite a 38% sales decline expected this year, the DRAM market is forecast to remain the largest of all IC product categories again...

August 11, 2019 03:33 AM

Memory spot prices to continue rally

Media -- DIGITIMES - Spot market prices for DRAM and NAND flash memory will continue rallying in the short term, driven by the ongoing trade disputes...

August 11, 2019 03:30 AM

Mid-Year Global Semiconductor Sales Down 14.5 Compared to 2018

Media -- EDACafe - Year-to-year sales down across all regions; 2019 Q2 sales up slightly compared to Q1

August 11, 2019 03:29 AM

August 10, 2019

How Aluminum Competes in Global Capacitor Markets

Distribution -- TTI MarketEye - This MarketEYE installment addresses the global market for aluminum electrolytic capacitors following a large global research...

August 10, 2019 09:24 PM

August 08, 2019

Weekly Global Update for August 7, 2019

Distribution -- TTI MarketEye - 2Q'19 Global Electronic Supply Chain Growth by Sector; July PMI Leading Indicators,

World Smartphones Shipments declined 2.3%...

August 08, 2019 06:35 PM

76% of IC Products Face Flat or Negative Growth in 2019

Distribution -- EPS News - In an ugly turnaround from last year, IC growth rates in 2019 are expected to be heavily weighted toward the negative side of the...

August 08, 2019 06:33 PM

August 07, 2019

What Are the Long-term Costs of the China-U.S. Trade War?

Think -- Knowledge@Wharton - President Trump's latest threat to levy 10% tariffs on $300 billion of imports from China will result in lower output from...

August 07, 2019 06:50 PM

Another trade war threatens the chip industry as Japan takes away Korea's special status

Think -- Gartner Blog Network - Ratcheting up its ongoing spat with South Korea, Japan has put restrictions on export of three materials that are critical...

August 07, 2019 06:49 PM