Woodstock Wire: Electronics Outlook

June 13, 2021

Worldwide Server Market Revenue Grew 12.0% Year Over Year in the First Quarter of 2021, According to IDC

Business Wire -- According to the IDC Worldwide Quarterly Server Tracker, worldwide server market revenues grew 12.0% year over year to $20.9 billion during Q1 2021.

June 13, 2021 01:16 AM

June 11, 2021

Aluminum Capacitor Demand Continues to Exceed Supply | Weekly News Roundup for June 9, 2021

Distribution -- TTI MarketEye - This week: The White House creates a supply chain task force; demand for aluminum capacitors will continue to outpace supply; reshoring of jobs reached a milestone in 2020; RAM and SSD prices face post-COVID impacts - and more news from...

June 11, 2021 03:56 PM

Ruthenium and Other Metals for High-Volume Passive Electronic Components: Examining the Supply Chain

Distribution -- TTI MarketEye - The rising price of ruthenium is a serious concern, with the key metal's price spike from $44 per Troy ounce to $850 per Troy ounce in a short time. Dennis Zogbi reviews the prices of ruthenium, palladium, copper and other metals used...

June 11, 2021 03:53 PM

June 08, 2021

Strategy Analytics: Trade War and Shortages Fuel China's Semiconductor Self-Sufficiency

Business Wire -- According to Strategy Analytics, sanctions and the semiconductor shortage have accelerated investment by China's government in semiconductors, and the country has a good chance of attaining semiconductor self-sufficiency quickly, as detailed in the report...

June 08, 2021 02:21 AM

June 07, 2021

Semiconductor Market to reach USD 90.80 billion|Key Drivers and Market Forecasts|17000+ Technavio Research Reports

PR Newswire -- The semiconductor market is set to reach USD 90.80 billion, progressing at a CAGR of over 4% during 2020-2024. The report offers an up-to-date analysis regarding the current market scenario, the latest trends and drivers, and the overall market...

June 07, 2021 04:32 PM

Why is the chip shortage getting worse?

Media -- eeNews Europe - The chip shortage is getting worse, say manufacturers. Nick Flaherty looks at the reasons behind the worsening supply. Contract manufacturer Flex is the latest company to highlight the length of the chip shortage around the world....

June 07, 2021 03:46 PM

June 06, 2021

GM Raises Forecast, Says Chip Shortage Not as Bad as Feared

U.S. News -- General Motors says efforts to manage the global computer chip shortage have worked better than expected, so it's financial results will improve over previous forecasts.

June 06, 2021 11:22 PM

The global chip shortage doesn't mean all semiconductor prices will shoot up equally, says Natixis chief economist

Media -- CNBC - Tech - The global chip shortage is showing no signs of abating, but don't expect prices for all types of chips to shoot up, says research firm Natixis.

June 06, 2021 10:53 PM

ETNews: Foundry price soared by 'up to 50%'

Media -- SemiMedia - According to a recently report by ETNews, an official from a fabless firm using an 8-inch foundry in Korea said, "Our client has requested an increase in the supply of semiconductors, so we've renewed the contract with the foundry supplier...

June 06, 2021 09:33 PM

The global chip shortage - a timeline of unfortunate events

Media -- Evertiq - COVID-19 has sent traumatic ripples through supply chains around the globe, but the semiconductor supply chain was fragile long before governments shut down and catastrophe struck. In a culmination of negative variables, the chip shortage has...

June 06, 2021 09:27 PM

June 02, 2021

NXP: automotive chip shortage to continue

Media -- eeNews Europe - The automotive chip crisis continues to hold the car industry hostage, with production disruptions in many places. eeNews Europe asked lars Regen, NXP's chief technology officer. about the reasons for the malaise and possible counter-strategies....

June 02, 2021 04:20 PM

May 31, 2021

Intel Reiterates Chip Supply Shortages Could Last Several Years

U.S. News -- Intel Corp's CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem...

May 31, 2021 08:19 PM

Boom quarter for top ten chip foundries

Media -- eeNews Europe - The top ten chip foundries saw record revenues of US$22.75bn in the last quarter according to the latest report from TrendForce.Soaring demand means capacity at 7nm and 16/22nm has been in shortage since 2020, with various chip...

May 31, 2021 08:03 PM

ON Semiconductor issues price increase notice

Media -- SemiMedia - According to supply chain, ON Semiconductor issued a price increase notice to its customers and distribution partners in mid-May that it will increase prices on July 10, 2021.

May 31, 2021 08:01 PM

Passive components shipments affected by IC shortages

Media -- DIGITIMES - Passive components makers are closely monitoring the impact of IC shortages on their actual shipments for notebook, server and automotive segments, so as to work out optimal materials procurement and inventory policies, according to industry...

May 31, 2021 08:00 PM

May 30, 2021

GM Restarting Some Plants Hit by Chips Shortage

U.S. News -- General Motors Co said Thursday it will be soon be restarting production at five assembly plants around the world that have been idled...

May 30, 2021 04:26 AM

Fab Capacity Soars to Meet Surging Demand

Aspencore -- EETimes - Global chip makers are forecast to produce a record 6.6 million wafers per month by 2024, according to a fab survey released this week by the industry group SEMI.

That works out to a 17 percent increase in 200-mm semiconductor capacity and fab...

May 30, 2021 04:19 AM

Outlook Remains Mixed on U.S. Reshoring Initiatives

Aspencore -- EPS News - Shannon Flynn - The Covid-19 pandemic exposed the risks of a global supply chain heavily dependent on offshore manufacturing. For much of 2020, shocks to the system resulted in months-long shipping delays for essential goods like PPE, electronics...

May 30, 2021 04:19 AM

NAND Flash Revenue Up 5.1% in Q1

Aspencore -- EPS News - Total NAND Flash revenue for 1Q21 increased by 5.1 percent QoQ to $14.82 billion, according to TrendForce's latest investigations.

In particular, bit shipments rose by 11 percent QoQ, while the overall ASP dropped by 5 percent QoQ; hence, bit...

May 30, 2021 04:18 AM

Understanding the true impact of today's IC shortage

Aspencore -- IoT Times - While much of the attention regarding semiconductor shortages has focused on the automotive sector, other industrial and digital sectors are being hit equally hard by IC supply chain disruptions.

According...

May 30, 2021 04:18 AM

Top 15 Chip Makers Grew 21% in Q1

Aspencore -- EPS News - IC Insights' sales ranking of the world's top-15 worldwide semiconductor (IC and O S D-optoelectronic, sensor, and discrete) companies shows chip makers grew 21 percent in the first quarter of 2021. The group includes eight suppliers headquartered...

May 30, 2021 04:16 AM

Car shopping this Memorial Day? The chip shortage is pushing up prices, limiting some models

Media -- USATODAY - Tech Top Stories - The global chip shortage has limited availability of new and used cars and is driving up prices. But it might make it easier to get out of your lease.

May 30, 2021 03:59 AM

Commerce secretary on boosting U.S. semiconductor production: 'We're going to get it done'

Media -- CNBC - Business - Commerce Secretary Gina Raimondo told CNBC's Jim Cramer she was confident the U.S. would successfully expand semiconductor production.

May 30, 2021 03:54 AM

The Evolution of Transistors: Technology Paving the Way for What's Next

Distribution -- TTI MarketEye - To understand where transistor technology is heading, Bishop and Associates reviews the history of transistors since the advent of Moore's Law - and looks at how the shrinking transistor and ever-smaller chips are paving the way for future...

May 30, 2021 12:50 AM

May 27, 2021

Insider: IC shortage is expected to improve significantly by the end of this year

Media -- SemiMedia - According to industry insider, the semiconductor shortage has begun to ease, but it is not expected to show a significant improvement until the end of the year.



The insider quoted the regional president of arm as saying that some ICs are...

May 27, 2021 08:16 PM

Global NAND flash revenue set to grow in 2Q21, says TrendForce

Media -- DIGITIMES - The global NAND flash market was still oversupplied in the first quarter of 2021, when the memory ASPs fell about 5% sequentially, according to TrendForce. However, with the supply falling short of demand, NAND flash ASPs and bit shipments...

May 27, 2021 08:08 PM

US Chip Funding Could Result in Seven to 10 New Factories: Officials

Media -- ELE Times - U.S. Commerce Secretary Gina Raimondo said a proposed $52 billion boost in U.S. government funding for semiconductor production and research could result in seven to 10 new U.S. factories.

Raimondo said at an event outside a...

May 27, 2021 07:44 PM

Top-15 Semiconductor companies log YoY growth of 21% in 1Q21

Media -- SemiMedia - IC Insights recently released its latest report on its latest quarterly forecast for the remainder of this year, and a look at the top-15 1Q21 semiconductor suppliers.



The top-15 worldwide semiconductor (IC and O-S-D- optoelectronic, sensor,...

May 27, 2021 07:44 PM

Chip demand from end-market starts weakening?

Media -- DIGITIMES - Chip inventory may have returned to reasonable levels in upstream and downstream sectors, thanks in part to a slowdown in demand for chips from the end-market device vendors, according to some market observers.

May 27, 2021 07:42 PM

Server ODMs see shipments disrupted by chip shortages

Media -- DIGITIMES - Server ODMs have seen their shipments disrupted by the shortages of power management ICs, network switches, and other chips and components, which are unlikely to ease until the end of this year, according to industry sources.

May 27, 2021 07:42 PM

Global 200mm fab capacity to grow at record pace, says SEMI

Media -- DIGITIMES - Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 950,000 wafers, or 17%, from 2020 through 2024 to reach a record high of 6.6 million wafers per month, according to SEMI.

May 27, 2021 07:41 PM

EU Introduces Rules for "Safer" AI Systems | Weekly News Roundup for May 26, 2021

Distribution -- TTI MarketEye - This week: the European Union weighs potential risks of artificial intelligence systems; notebook and smartphone demand drives NAND flash revenue; the U.S. government looks at how to handle reshoring; Japan's passive components production...

May 27, 2021 05:45 PM

May 26, 2021

Top-15 semi companies log YoY growth of 21% in 1Q21

Media -- Evertiq - Excluding Intel, the group would have shown a 29% jump in 1Q21/1Q20 sales.

May 26, 2021 05:27 PM

Boom quarter for top 10 semiconductor companies

Media -- eeNews Europe - The latest figures from IC Insights show dramatic growth for almost all the top 10 semiconductor companies in Q1



The top 10 semiconductor companies have seen significant growth in the first quarter of 2021 in the face of industry...

May 26, 2021 05:16 PM

Top-15 semi companies log 21% growth in 1Q21

Media -- DIGITIMES - The world's top-15 semiconductor companies saw their combined sales surge 21% from a year earlier in the first quarter of 2021, 3pp greater than the 18% growth the total worldwide semiconductor industry posted during the same period, according...

May 26, 2021 05:06 PM

NA semi equipment industry posts April 2021 billings

Media -- Evertiq - North America-based semiconductor equipment manufacturers posted USD 3.41 billion in billings worldwide in April 2021, according to SEMI.

May 26, 2021 05:02 PM

What vendors have said about the 'critical' global chip shortage

Enterprise -- Channel Partner Insight - Cisco, IBM and Intel's bosses sound off on the global semiconductor shortage



Tech bosses have been addressing the global shortage of computer chips in recent weeks, which has hit companies and production hard...

May 26, 2021 04:29 PM

Tips for Expediting the Supply Chain Backlog

Aspencore -- EPS News - There is no end in sight for global supply delays stemming from trade restrictions and transportation logjams. Demand continues to rise for U.S.-manufactured goods, but raw material and component disruptions are hindering production expansion.

"Recent...

May 26, 2021 04:24 PM

May 24, 2021

TSMC to increase MCU output by 60%

Media -- SemiMedia - According to reports, after participating in the semiconductor conference of the US Department of Commerce, TSMC said that it will increase the output of MCUs in 2021 by 60% compared with last year to solve the current automotive chips shortage.

May 24, 2021 04:55 PM

Memory contract prices to see double-digit gains in 3Q21

Media -- DIGITIMES - DRAM and NAND flash memory contract prices are set to register double-digit increases in the third quarter of 2021, according to industry sources.

May 24, 2021 04:50 PM

Foundries to continue raising quotes in 3Q21

Media -- DIGITIMES - Taiwan-based United Microelectronics (UMC), Vanguard International Semiconductor (VIS) and Powerchip Semiconductor Manufacturing (PSMC), China's Semiconductor Manufacturing International (SMIC), and Globalfoundries are all expected to hike...

May 24, 2021 04:50 PM

May 23, 2021

Chip lead times increased in April

Media -- Evertiq - Chip lead times were up to 17 weeks in April. Data from market researcher Susquehanna show that "global chip shortage enters 'danger zone'".

May 23, 2021 04:18 AM

Chip shortage continues to disrupt auto production

Media -- DIGITIMES - Car OEMs continue to see their production disrupted by the ongoing shortage of related chips and components, with some forced to suspend their output due to chip supply constraints, according to industry sources.

May 23, 2021 04:12 AM

Global chip shortage to persist until 2Q22, says Gartner

Media -- DIGITIMES - The worldwide semiconductor shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, according to Gartner.

May 23, 2021 03:42 AM

Chipmakers see customers turn cautious about placing orders

Media -- DIGITIMES - Taiwan-based IC design houses have seen terminal customers start slowing down their pace of orders, and are aware that downstream device makers will be revisiting their production plans and closely monitoring chip inventories they hold over...

May 23, 2021 03:24 AM

UK distributors tackle shortages

Media -- eeNews Europe - Sales increasing but UK and Ireland distributor trade group ecsn warns of shortages and Brexit problemsMarch saw a large rise in activity by distributors in the UK and Ireland according to the latest figures from the Electronic...

May 23, 2021 03:00 AM

European semiconductor sales up 5.8% MoM

Media -- Evertiq - European semiconductor sales in March 2021 reached USD 3.683 billion, an increase of 5.8% compared to February sales of USD 3.482 billion, the European Semiconductor Industry Association (ESIA) reports.

May 23, 2021 02:01 AM

TSMC says it can meet automakers' minimum chip demand by June

Media -- SemiMedia - According to reports, TSMC Chairman Mark Liu said in a recent interview with the media that he expects to meet the minimum demand for automotive chip supply from customers by the end of June.



Mark Liu said that one month after they learned...

May 23, 2021 02:00 AM

Taiwan passive component makers mull further price hikes in 3Q21

Media -- DIGITIMES - Taiwan-based passive component suppliers will be considering a new round of price hikes in third-quarter 2021, given that their order visibility has extended through the second half of the year thanks to strong demand for 5G handset, notebook,...

May 23, 2021 01:47 AM