Woodstock Wire: Electronics Outlook

September 24, 2017

Expect Tight DRAM Supply in 2018; Possible Oversupply of NAND Flash

Electronics Purchasing Strategies -- There is good and bad news for buyers of memory devices. The good news is a deal to acquire Toshiba's memory business may result in an oversupply...

September 24, 2017 03:28 AM

September 22, 2017

When Will Things Get Better?

TTI -- TTI MarketEye - With growing frequency, we are being asked by customers, how much longer the shortages in passive components will last. The short...

September 22, 2017 03:29 AM

September 21, 2017

IPC: World PCB Market Up 2.2% in 2016

Electronics Purchasing Strategies -- The world PCB market reached an estimated $58.2 billion in 2016, up 2.2 percent, while North American PCB production stayed flat, according to...

September 21, 2017 05:18 PM

Weekly Global Update for September 20, 2017

TTI -- TTI MarketEye - Europe Update; Taiwan/China Update; Worldwide Semiconductor Equipment Billings up to record US$14.1 billion in 2Q'17; Fab Equipment...

September 21, 2017 02:51 PM

September 20, 2017

Economic Confidence Up Slightly as Expectations Brighten

Life -- Gallup Headlines - Americans were slightly more confident in the economy last week, largely because of their improving expectations for the future.

September 20, 2017 04:27 PM

September 18, 2017

Automotive Component Suppliers Didn't Take the Summer Off

TTI -- TTI MarketEye - Remember when summers were for relaxation? Peaceful days at the beach building sand castles with your kids or playing a round...

September 18, 2017 04:45 PM

Distributor: memory shortage has changed landscape 'significantly'

Enterprise -- CRN UK - Channel attempting to handle global shortage of memory chips

September 18, 2017 03:09 PM

September 17, 2017

Semiconductor Sales Hit Record Growth in Q2

Electronics Purchasing Strategies -- Industry analysts agree the semiconductor industry achieved one of its best second quarters in revenue growth, driven by the booming memory device...

September 17, 2017 11:06 PM

Harvey Leads To U.S. Industrial Production Dip In August, Snaps 6-Months Of Gains

Distribution -- Industrial Distribution - Much of last month's decline was due to Hurricane Harvey, which is estimated to have reduced total output by about...

September 17, 2017 10:37 PM

September 15, 2017

The $100bn Quarter

ElectronicsWeekly -- It looks as though we may have a $400 billion chip market this year, propelled by the astonishing ASP rise of memory. Q2 was $101 billion says...

September 15, 2017 04:28 PM

Chip Consolidation Nearly Over, Analyst Says

EETimes -- After about three years and hundreds of billions of dollars in mergers and acquisitions, the consolidation of the global semiconductor industry...

September 15, 2017 04:28 PM

IC Insights finds continued adversarial relationship between DRAM buyers and suppliers

DigiTimes -- The DRAM market has been historically the most volatile of the major IC product segments, according to IC Insights, adding that the average selling...

September 15, 2017 04:23 PM

China LED chip output value to grow 30% in 2017, says GGII

DigiTimes -- China-based LED chip makers, due to growing demand and production capacity expansion, will see total output value in 2017 increase about 30%...

September 15, 2017 04:23 PM

Micron: FYQ1 Should See Big Boost from DRAM Prices, Says Goldman

BARRONS.com: Tech Trader Daily -- Micron's going to continue to benefit from a "tight" supply of DRAM chips, thanks to consolidation in the industry, says Goldman Sachs analyst...

September 15, 2017 04:21 PM

Worldwide Enterprise Storage Market Grew 2.9% in the Second Quarter, According to IDC

Business Wire: Hardware -- According to IDC, total worldwide enterprise storage systems factory revenue was up 2.9% year over year and reached $10.8 billion...

September 15, 2017 04:03 PM

Five Years of Declining Raw Material Costs Ended

TTI -- TTI MarketEye - For the past five years, 2012-2016, the connector industry achieved net income of 10.4% of sales. Stable connector prices and...

September 15, 2017 02:36 AM

September 14, 2017

Gartner Says Worldwide Server Shipments Grew 2.4 Percent in the Second Quarter of 2017; Revenue Grew 2.8 Percent

PRWIRE - Technology -- In the second quarter of 2017, worldwide server revenue increased 2.8 percent year over year, while shipments grew 2.4 percent...

September 14, 2017 05:36 PM

Lattice Semiconductor and Canyon Bridge Capital Partners, LLC Announce Termination of Merger Agreement Following Decision from President Trump

Business Wire: Semiconductor -- Lattice Semiconductor Corporation (NASDAQ:LSCC) today announced the termination of the acquisition by Canyon Bridge Capital Partners, LLC ("Canyon...

September 14, 2017 04:29 PM

DRAMs: Is a Price War Looming?

Electronics Purchasing Strategies -- There are early signs that a price war is looming in the DRAM market, and it should be no surprise considering the cyclical nature of the memory...

September 14, 2017 04:07 PM

Trump blocks China-backed Lattice Semiconductor buyout

Enterprise -- The Register - The Trump administration has blocked the purchase of a US semiconductor...

September 14, 2017 03:23 PM

September 13, 2017

Weekly Global Update for September 13, 2017

TTI -- TTI MarketEye - Global PMI Leading Indicators; Global Semiconductor Sales up 24% y/y in July; U.S. Electronics Shipments, Orders & Inventories;...

September 13, 2017 06:52 PM

ISA Distributors, Manufacturers' Growth Slows In July

Distribution -- Industrial Distribution - In July, the Industrial Supply Association's Distributor and Manufacturer indexes both fell, corresponding with...

September 13, 2017 03:25 PM

Servers sales are up. Nope, you read that right

Enterprise -- The Register - But HPE, IBM, Cisco and Dell weren't the major beneficiaries... Chinese ODMs were

In the server sales growth stakes the big Chinese...

September 13, 2017 03:03 PM

September 12, 2017

Semiconductor industry records best second quarter in 3 years, IHS says

DigiTimes -- Despite a slightly down first quarter, the semiconductor industry achieved near record growth in the second quarter of 2017 posting a 6.1% growth...

September 12, 2017 04:57 PM

September 11, 2017

TSMC's August up 28% on July

ElectronicsWeekly -- TSMC had revenues of NT92 billion (US$3 billion) for August 2017, up 28.4% on July and down 2.5% on August 2016. Revenues for January through...

September 11, 2017 03:25 PM

Foxconn revenues up slightly in August

DigiTimes -- Foxconn Electronics (Hon Hai Precision Industry) has reported consolidated revenues of NT$316.793 billion (US$10.56 billion) for August 2017,...

September 11, 2017 03:21 PM

TSMC revenues decline 2.54% on year in August

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has reported consolidated revenues of NT$91.917 billion (US$3.06 billion) for August 2017,...

September 11, 2017 03:21 PM

September 10, 2017

The Road to a Trillion IoT Devices

Design News -- Imagine one trillion connected devices. That's a thousand billion. The prediction that we'll see a trillion IoT devices in the next 20 years...

September 10, 2017 02:31 AM

As Lead Times Grow for Power MOSFETS, New Entrant D3 Semi Seizes the Opening

Global Purchasing -- New power MOSFET technology may get a running start in the market-thanks to supply chain woes.

September 10, 2017 02:21 AM

July chip sales up 24%

ElectronicsWeekly -- Chip sales grew 24% in July compared to July 2016 and grew 3.1% compared to June 2017, reports the SIA July 2017 sales were worth $33.6 billion...

September 10, 2017 02:16 AM

Semiconductor Sales Rise for 12th Straight Month

EETimes -- Chip sales increased in all regions and across all product categories in July, extending an impressive run for the semiconductor industry.

September 10, 2017 02:11 AM

TSMC August revenues increase 28%

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has announced August consolidated revenues increased 28.4% sequentially to NT$91.92 billion...

September 10, 2017 01:40 AM

Worldwide brand motherboard shipments continue to fall

DigiTimes -- Worldwide brand motherboard shipments are expected to reach only 45 million units in 2017 and may drop further in 2018 as related demand continues...

September 10, 2017 01:37 AM

September 08, 2017

With Intel's Help, 5G Pushes Toward 2020 Deployment

Electronics -- Intel - In the late 1990s when I joined Intel, I was amazed that my cell phone allowed me make a call from almost anywhere. It...

September 08, 2017 02:52 PM

Resistors in Short Supply: Blame Cars

SupplyChain -- EBN Online - Lead times on resistors are stretching out, which make make things hard for electronics OEMs.

September 08, 2017 02:48 PM

September 07, 2017

Global DRAM module sales fall 12% in 2016, says DRAMeXchange

DigiTimes -- Global DRAM module sales totaled around US$6.9 billion in 2016, down about 12% from US$7.9 billion a year earlier, according to DRAMeXchange....

September 07, 2017 05:11 PM

Global semiconductor sales increase 24% in July, says SIA

DigiTimes -- Worldwide sales of semiconductors reached US$33.6 billion for the month of July 2017, an increase of 24.0% compared to the July 2016 total of...

September 07, 2017 05:11 PM

Global Semiconductor Sales Increase 24% in July

Electronics Purchasing Strategies -- The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced...

September 07, 2017 04:33 PM

September 06, 2017

Weekly Global Update for September 6, 2017

TTI -- TTI MarketEye - August PMI Leading Indicators; 2Q'17 Revenue Growth - EMS/ODM Companies & Electronic Supply Chain; Japan Update; Semiconductor...

September 06, 2017 05:42 PM

Global Semiconductor Sales Increase 24 Percent Year-to-Year in July

PR Newswire: Business Technology -- The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced...

September 06, 2017 05:23 PM

Shifting Mass Markets for Passive Electronic Components Shows Us the New Direction of the High-Tech Economy

TTI -- TTI MarketEye - The following tables break out global consumption of passive electronic components (capacitors, linear resistors and discrete...

September 06, 2017 03:52 AM

September 03, 2017

Foundry and memory will take half 2017 capex

ElectronicsWeekly -- Over half of the expected $80.9 billion 2017 capex spending will be for foundries (28%) and upgrades for NAND flash memory (24%), says IC Insights....

September 03, 2017 04:17 AM

Most of 2017 capital spending will go to foundry and flash memory, says IC Insights

DigiTimes -- Following a substantial increase in semiconductor capital expenditures during the first half of 2017, IC Insights raised its annual semiconductor...

September 03, 2017 03:55 AM

MOSFET supply to remain tight through end-2017

DigiTimes -- The supply of MOSFET chips is expected to remain tight through the end of 2017, which will buoy sales at Taiwan-based suppliers including Advanced...

September 03, 2017 03:52 AM

Smartphone growth expected to remain positive in 2021, says IDC

DigiTimes -- Worldwide smartphone shipments are expected to maintain positive growth through 2021, according to IDC, which expects shipments to grow from...

September 03, 2017 03:51 AM

Global tech heavyweights actively vying for smart home market pie

DigiTimes -- The market for smart home applications, particularly smart audio products, is emerging as a new major battlefield among global high-tech giants,...

September 03, 2017 03:50 AM

300m Wearables This Year, says Gartner

Mannerisms - ElectronicsWeekly -- 310.4 million wearables devices will be sold this year for $30.5 billion - $9.3 billion of which will be from smartwatch sales, says Gartner....

September 03, 2017 03:42 AM

IPC: PCB Orders Up; Sales Down

Electronics Purchasing Strategies -- IPC - Association Connecting Electronics Industries(r) announced today the July 2017 findings from its monthly North American Printed Circuit...

September 03, 2017 12:49 AM

September 01, 2017

Update on the Sale of Toshiba Memory Corporation

Business Wire: Semiconductor -- Toshiba is in continuing negotiations with three consortia of potential purchasers of Toshiba Memory Corporation.

September 01, 2017 05:28 PM