Woodstock Wire: Electronics Outlook

August 10, 2020

NAND Flash Market Weakens Rapidly in 3Q20

Enterprise -- Storage Newsletter - This market report was written on July 30, 2020 by Ben Yeh, analyst for DRAMeXchange at TrenForce Corp. After spot prices have been falling for some time, the NAND flash market is formally seeing a general decline in contract...

August 10, 2020 04:05 AM

August 07, 2020

Supercapacitors: A 25-Year Market Review

Distribution -- TTI MarketEye - A look at supercapacitors and how their place in the market has evolved in the last 25 years, including variation of types, an increase in demand, and attractiveness in the capacitor market and the battery market.

August 07, 2020 03:55 PM

Amazon Expects to Grow Its Physical Space by 50% This Year

Distribution -- Industrial Distribution - Most of that expansion of network square footage - fulfillment centers, officers, grocery stores and other properties - will happen in late Q3 and Q4.

August 07, 2020 03:50 PM

Some Signs of Growth in the Industry | Weekly Global Update for August 5, 2020

Distribution -- TTI MarketEye - Gartner just published its prediction on 5G network infrastructure spending, the market for cloud services is expected to grow in 2020, and metal prices are seeing an upward trend. This and more in the Weekly Global Update.

August 07, 2020 03:49 PM

August 05, 2020

Global Semiconductor Sales Increase 5.1 Percent Year-to-Year in June; Q2 Sales Down Slightly Compared to Q1

PR Newswire -- The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $34.5 billion in June 2020, an increase of 5.1 percent from the June 2019 total of $32.9 billion. Sales in June were 0.3 percent less than the May...

August 05, 2020 05:00 PM

August 04, 2020

For Businesses to Succeed in 2030, Gen Z Says No One Can be Left Behind

Electronics -- Intel - What's New: With Gen Z's representation in the global workforce set to pass 1 billion by 2030, organizations need to understand the demographic group's motivations and perspectives on critical issues such as diversity and inclusion. Intel commissioned...

August 04, 2020 06:48 PM

U.S. Manufacturing Activity Expands to 18-Month High

Aspencore -- EPS News - U.S. manufacturing activity in July expanded to its highest level in nearly 18 months as orders and production rose despite a resurgence in global Covid-19 cases. The Institute for Supply Management's factory index, the PMI, increased by 1.6...

August 04, 2020 06:16 PM

ecsn Forecasts Market Decline Will Slow in H2

Distribution -- Disti Blog - The UK electronic components market declined 10% in the first half of 2020 compared to the same period last year, according to Electronic Components Supply Network (ecsn).

According to ecsn chairman Adam Fletcher, the outcome for the UK...

August 04, 2020 06:07 PM

August 03, 2020

NAND flash, DRAM to remain largest IC market segments

Media -- DIGITIMES - DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.

August 03, 2020 05:48 PM

Sanmina CEO: 'we exceeded our expectations'

Media -- Evertiq - The electronics manufacturing service provider posted revenues of USD 1.65 billion for the period.

August 03, 2020 03:48 PM

Display driver IC firms to see robust revenue growth in 3Q20

Media -- DIGITIMES - Most Taiwan-based LCD driver IC suppliers have seen their order visibility improve as handset brands gear up for the launch of new models in the third quarter, and PC and notebook makers place more component orders to meet rising replacement...

August 03, 2020 03:48 PM

UMC upbeat about 8-inch foundry quotes

Media -- DIGITIMES - Pure-play foundry United Microelectronics (UMC) expects 8-inch foundry quotes to be favorable to the company in 2021, judging from the already tight capacities at 8-inch foundries worldwide.

August 03, 2020 03:38 PM

UMC expects flat 3Q20

Media -- DIGITIMES - Pure-play foundry United Microelectronics (UMC) expects its wafer shipments and ASPs to stay flat sequentially in the third quarter of 2020, with its capacity utilization rate remaining high at about 95%.

August 03, 2020 03:34 PM

SiC wafer spot market prices fall 20% from 2019

Media -- DIGITIMES - Spot market prices for SiC (silicon carbide) wafers have plunged 20% this year due to supply outstripping demand amid impacts of the coronavirus pandemic and worsening US-China trade tensions, according to industry sources.

August 03, 2020 03:29 PM

NXP sees automotive slump, industrial sales up

Media -- eeNews Europe - NXP saw a similar decline in automotive to other chip makers, but also sees a bounce back in the second half of the year. NXP saw a decline in automotive as a result of the Covid-19 pandemic but, like other chip makers, sees a...

August 03, 2020 03:20 PM

Plexus delivered record thirds quarter revenues

Media -- Evertiq - EMS provider Plexus managed to deliver record quarterly revenue of USD 857 million even with the complexities arising from COVID-19.

August 03, 2020 03:11 PM

Taiwan capable of catering advanced IC capacity to meet global demand, says MOEA head

Media -- DIGITIMES - Taiwan's Economic Affairs Minister Mei-hua Wang, in response to the Japan and India governments' call for Taiwan Semiconductor Manufacturing Company (TSMC) to set up wafer foundries in each, indicated that Taiwan has sufficient supply of land,...

August 03, 2020 03:06 PM

Silicon wafer shipments rise in 2Q20, says SEMI

Media -- DIGITIMES - Worldwide silicon wafer area shipments rose 8% sequentially and 6% on year in the second quarter of 2020, according to SEMI.

August 03, 2020 03:06 PM

MagnaChip Ranked No.1 in the Global OLED Smartphone DDIC Non-Captive Market

Media -- Electronics Maker - Q1 2020 Market Share Hits an All-Time High of 33.2%, up 8.6% from Q1 2019 DDICs Are Crucial to Next-Gen Smartphone and Other Displays

MagnaChip Semiconductor Corporation ("MagnaChip") (NYSE: MX) today announced that it has retained...

August 03, 2020 03:03 PM

GaN and SiC power semiconductor market evolving, says Omdia

Media -- DIGITIMES - The emerging market for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors is rapidly evolving from a startup-dominated business to one led by large-established power semiconductor manufacturers, according to Omdia.

August 03, 2020 03:02 PM

AWS and Google report cloud growth

Enterprise -- Channel Partner Insight - Cloud giants report slowed growth, but outlook remains positive



Microsoft went first in the latest round of financial results from the cloud leaders, revealing last week that Azure revenue growth slowed to 47 per...

August 03, 2020 04:21 AM

August 02, 2020

NAND Flash & DRAM Remain 2020's Largest IC Markets

Aspencore -- EPS News - DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to market research firm IC Insights. With expected sales growth of 3.2% this year, the DRAM market...

August 02, 2020 11:10 PM

UPS Reports Record Surge in Shipping

Distribution -- Industrial Distribution - Shipments from businesses to U.S. consumers soared 65%.

August 02, 2020 03:25 AM

July 30, 2020

One in Three Smartphones Sold in China in Q2 2020 Was a 5G Phone

Business Wire -- Smartphone sales in China declined 17% YoY in Q2 2020, according to Counterpoint's Market Pulse, a monthly smartphone sales tracking service. However, the sales increased 9% QoQ, indicating some signs of recovery. COVID-19 has been mostly contained in...

July 30, 2020 08:10 PM

200 Million 5G Smartphones Expected to Arrive in 2020 | Weekly Global Update for July 29, 2020

Distribution -- TTI MarketEye - A look at Walt D. Custer's take on the second half of 2020 in electronic manufacturing, an update on Europe's PCB market, and cloud services are expected to grow into the rest of the year. This and more in the Weekly Global Update.

July 30, 2020 05:08 PM

July 29, 2020

Semiconductor Industry Braces for U.S.-China Tech Cold War

Aspencore -- EPS News - Editor's note: The decline of the U.S. semiconductor industry has as much to do with decades of American inaction as with China's aggressive industrial policy. As a result, few chips are 'made in America.' This Aspencore Media special project...

July 29, 2020 08:50 PM

The New Tech Cold War

Aspencore -- EETimes - The decline of the U.S. semiconductor industry has as much to do with decades of American inaction as with China's aggressive industrial policy. We are falling into a new kind of cold war: a tech cold war.

The U.S. trade war against China's...

July 29, 2020 08:49 PM

US vs. China: How Did We Even Get Here?

Aspencore -- EETimes - How did we even get here? The erratic sequence of diminishing tensions and escalations in the U.S. vs. China conflict can make one's head spin.

The history of U.S.-China relations in the past three and half years has been laced with a series...

July 29, 2020 08:49 PM

Insight of GaN and SiC Market

Aspencore -- EETimes - Power electronics has taken an interesting road with the adoption of GaN and SiC. Yole Developpement (Yole) estimated a general view of these wide bandgap materials. While silicon is still dominating the market, GaN and SiC devices are already...

July 29, 2020 08:49 PM

OEM Business Update: COVID-19 Impacts Markets

Distribution -- TTI MarketEye - A business update for original equipment manufacturers (OEM), with accompanying charts and figures for the following sectors: semiconductor equipment, instrumentation equipment and mil/aero equipment.

July 29, 2020 03:03 PM

July 27, 2020

Poll: Economists Predict Two-Plus Years For US Economy To Recover

Media -- PYMNTS.com - As lockdowns resume in many U.S. states from a surge in coronavirus cases, a poll suggests the economic recovery has slowed.



In a Reuters survey, economists warned any job recovery is on track to be reversed as the number of COVID-19 cases...

July 27, 2020 05:00 PM

The MRO Market Has Been Hammered in 2020, But It's Punching Back

Distribution -- Industrial Distribution - While MRO sales and demand figure to be subdued for the remainder of 2020, positive signs are abound.

July 27, 2020 04:59 PM

For Now, Chip Gear Immune to U.S. Export Controls

Aspencore -- EETimes - Semiconductor equipment manufacturers have largely remained silent as the U.S. and China escalate a technology cold war that could disrupt the IC chip market and further decouple the nations' economies.

In May, the U.S. tightened trade restrictions...

July 27, 2020 03:33 PM

TI sees Covid-19 bounce back

Media -- eeNews Europe - Texas Instruments saw Q2 revenue of $3.24bn, down 12 percent on the same quarter last year, largely from automotive, but predicts an upturn next quarter in the recovery from Covid-19

Texas Instruments is seeing the recovery from...

July 27, 2020 03:49 AM

Goldman Sachs Forecasts Acceleration In eCommerce Sales

Media -- PYMNTS.com - Goldman Sachs has predicted that online shopping will expand by 19 percent each year during the next three years to come, which marks a rise from its past forecast of 16 percent. The firm said the acceleration was mainly fueled by quicker...

July 27, 2020 03:46 AM

Chip manufacturing equipment spending to hit record high in 2021, says SEMI

Media -- DIGITIMES - Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase 6% to US$63.2 billion in 2020 compared to US$59.6 billion in 2019, before logging record high revenue of US$70 billion in 2021...

July 27, 2020 03:37 AM

TSMC overtakes Samsung as world's largest chip company

Media -- eeNews Europe - Foundry Taiwan Semiconductor Manufacturing Co. Ltd. has become the world's largest chip company by market capitalization, according to a list produced by Yonhap News Agency.

TSMC has overtaken Samsung to become the world's largest...

July 27, 2020 03:18 AM

July 24, 2020

Intel Forecasts Third-Quarter Revenue Above Estimates

U.S. News -- Chipmaker Intel Corp on Thursday forecast third-quarter revenue above Wall Street estimates, a sign that a shift to working and...

July 24, 2020 11:50 PM

Covid Economy: How Damaged Are We?

Aspencore -- EETimes - How seriously has the global Covid virus infected the electronics industry? Six months since the pandemic touched all corners of the world is a good time to assess the depth and width of the damage done. One question looms large in the minds...

July 24, 2020 11:23 PM

Printed Electronics Transitions to Image Sensing, Health Monitoring

Aspencore -- EETimes - The increasingly diverse $3.6 billion printed electronics / sensors market is forecast to expand 25 percent over the next decade, fueled by expansion of the hybrid image sensors that can be produced with few modifications to existing CMOS manufacturing...

July 24, 2020 10:53 PM

U.S. Shift Work Slumps as Weekly Growth Hits Lowest Rate of Recovery

Business Wire -- The Kronos U.S. Workforce Activity Report shows weekly average shift growth has slowed from 2.7% in May, to 1.9% in June, to just 0.7% July.

July 24, 2020 10:44 PM

July 23, 2020

Changes on the Horizon for IT Spending, Tech Manufacturing | Weekly Global Update for July 22, 2020

Distribution -- TTI MarketEye - European electronics saw a mix of results in the electronic supply chain in May, gold reaches a 9-year high in price, and business is improving in Germany's electronic industry. This and more in the Weekly Global Update.

July 23, 2020 05:06 PM

Distributor Pandemic Index Improves, But Still in Red

Distribution -- Industrial Distribution - Aside from an anomaly reading for the week of July 4, the index has held steady in the negative single digits since early June.

July 23, 2020 04:59 PM

Automotive Puts Brakes On TI Revenues

Distribution -- Disti Blog - Texas Instruments (TI) has reported a second quarter year on year revenue decline of 12% to $3.24 billion citing the impact of COVID-19 on car production.

Other markets served by TI have remained resilient during the COVID-19 endemic.

TI's...

July 23, 2020 04:53 PM

July 21, 2020

ISM Survey Shows Major Blow to Most Firms' Revenue Goals

Distribution -- Industrial Distribution - ISM's third round of research on COVID-19 impacts found that 61% of May business respondents cut revenue goals by an average of 35%.

July 21, 2020 10:03 PM

GaN eases Silicon out

Electronics -- EPC - Just like life's reality, when the aged leaves the center stage for the younger ones, Silicon is taking the bow. The advent and adoption of Gallium Nitride (GaN) have succeeded in gradually easing ...

July 21, 2020 06:49 PM

North American Switch Market Sales and Bookings Decline

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q3 of 2019 were 1 percent above the previous quarter and 11 percent less than observed in the third quarter of 2018. Sales units for Q3 2019 totaled ran 4 percent more...

July 21, 2020 06:01 PM

July 20, 2020

Analog acquiring Maxim shows semiconductor sector shakeout

Media -- DIGITIMES - The global semiconductor industry has too much capacity, too many players and has had declining revenues since the end of 2018. Market prospects are bleak for the next two years and the recent acquisition of Maxim Integrated by Analog Devices...

July 20, 2020 09:29 PM

Market watchers bullish on TSMC revenue outlook

Media -- DIGITIMES - Market watchers are generally optimistic about TSMC's sales performance in the third quarter and all of 2020, despite the ongoing coronavirus pandemic and tougher US sanctions against Huawei that may soon block the foundry from producing chips...

July 20, 2020 03:52 AM

TSMC sees mature process capacity utilization pick up

Media -- DIGITIMES - TSMC has seen capacity utilization rates for 16nm and more mature processs pick up recently, and has demanded sufficient supplies from related materials providers through October, according to industry sources.

July 20, 2020 03:51 AM