Woodstock Wire: Electronics Outlook

November 30, 2021

Chiplets in 2022: Moore's Law is Alive and Well

Distribution -- TTI MarketEye - As the technology continues to evolve, Murray Slovick discusses how chiplets will change the way processing power is designed and distributed in devices of the future.

November 30, 2021 06:50 PM

November 23, 2021

European Switch Market 2020 Results: Sales Down 6%, Bookings Up 7% Year-Over-Year

Distribution -- TTI MarketEye - With analysis of full-year sales and bookings complete, Michael Schwert examines the impact of this turbulent year on switch markets in Europe.

November 23, 2021 04:07 AM

November 22, 2021

End In Sight For Chip Shortages?

Media -- Semiconductor Engineering - The current wave of semiconductor and IC packaging shortages is expected to extend well into 2022, but there are also signs that supply may finally catch up with demand.

The same is true for manufacturing capacity, materials...

November 22, 2021 11:46 PM

Semiconductor Industry Forecast Projects Huge Gains for AMD, Losses for Intel and Sony

Tech -- ExtremeTech - Semiconductor market research company IC Insights has released its November update, which ranks the top 25 semiconductor companies based on projected year-on-year sales, and also includes some forecasts for the future. In its ranking of...

November 22, 2021 12:47 AM

Ford and GM are getting into chip development to help deal with the shortage

Tech -- The Verge - A year into the computer chip shortage that's heavily affecting vehicle production, Ford announced a collaboration with chipmaker GlobalFoundries Inc., as The Wall Street Journal first reported....

November 22, 2021 12:44 AM

November 21, 2021

Chip shortage will hinder IoT growth by 10% to 15% in 2022

Tech -- FutureIoT - Forrester Research predicts that the current global chip shortage, which reared its head early this year, will inhibit IoT market growth by 10% to 15% in 2022, anticipating that the problem won't be resolved until mid-2023.

November 21, 2021 11:43 PM

DRAM Revenue Rises by 10% in 3Q21

Aspencore -- EPS News - DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce's latest investigations. To avoid the risk of...

November 21, 2021 03:52 AM

November 20, 2021

U.S. Manufacturing Output Highest in Over 2 Years | Weekly News Roundup for November 19, 2021

Distribution -- TTI MarketEye - This week: U.S. manufacturing sees significant growth; automakers partner to help end the semiconductor shortage; shipping costs continue to impact electronics manufacturing - and other industry headlines.

November 20, 2021 11:55 PM

November 18, 2021

High-Temperature Capacitors: New Applications and Market Opportunities

Distribution -- TTI MarketEye - In addition to established dielectrics, manufacturers of high-temperature capacitors for defense, and other markets are exploring new high-temperature dielectrics for mission-critical circuit applications.

November 18, 2021 11:47 PM

Modular and Mobile: Trends in Protective Housing Selection

Distribution -- TTI MarketEye - Today's protective housings enable modular designs for IoT, connected transportation and more, providing an easy path to added functionality, future upgrades and design improvements.

November 18, 2021 04:46 AM

November 16, 2021

The U.S. Economic Outlook and the Future of the Roaring 2020s

Distribution -- TTI MarketEye - Despite a difficult start and some headwinds that still remain, a range of economic factors could propel the electronics industry to greater growth as the decade progresses ...

November 16, 2021 07:41 PM

November 15, 2021

Component shortages drive up German distribution

Media -- eeNews Europe - The demand for semiconductors will drive the German component distribution market to 3.3bn this year says the FBDiGerman components distribution grew 25.2 percent in Q3 2021 according to industry association FBDi, with bookings...

November 15, 2021 02:53 AM

Passive component demand slowing down

Media -- DIGITIMES - Passive component makers have seen customers slow down their pace of orders recently, but expect orders to pick up along with the easing of IC shortages next year, according to industry sources.

November 15, 2021 02:49 AM

Nikkei: Shortage of automotive semiconductors is improving

Media -- SemiMedia - According to Nikkei Asia, Ashwani Gupta, Toyota's chief operating officer, recently mentioned a clearer view of the semiconductor procurement situation when discussing increasing production.

November 15, 2021 02:43 AM

Global server shipments to see smaller than expected growth in 3Q21

Media -- DIGITIMES - Global server shipments only increased 8.5% sequentially in the third quarter of 2021, lower than the 13% forecast DIGITIMES Research made in July, due to IC and component shortages, according to the latest figures from DIGITIMES Research's...

November 15, 2021 02:34 AM

November 14, 2021

The global chip shortage is a nightmare before Christmas

Tech -- The Verge - The global chip shortage has had a massive effect on the entire technology industry for more than a year, but a wave of gaming hardware news over the past week and change has shown that things...

November 14, 2021 07:26 AM

NXP Forecasts Sales Growth Driven by Connected Vehicles

U.S. News -- Chipmaker NXP Semiconductors on Thursday said it believes it will hit $15 billion in sales by 2024, with much of the...

November 14, 2021 06:46 AM

Automotive MLCC Demand to Grow by 25% for 2022 | Weekly News Roundup for November 12, 2021

Distribution -- TTI MarketEye - This week: Analysts expect automotive MLCC demand to grow sharply; a big week for investment in EV companies; electronics manufacturers get more time to deal with PIP (3:1) - plus more headlines.

November 14, 2021 12:13 AM

November 12, 2021

These Connectors are Building Quantum Computing's Future, One Qubit at a Time

Distribution -- TTI MarketEye - How will design engineers create reliable, stable connectors for quantum computing devices? Paul Golata explores how these challenges have been met with highly-refined connector technology.

November 12, 2021 04:17 AM

These Connectors are Building Quantum Computing's Future, One Qubit at a Time

Distribution -- TTI MarketEye - How will design engineers create reliable, stable connectors for quantum computing devices? Paul Golata explores how these challenges have been met with highly-refined connector technology.

November 12, 2021 04:17 AM

November 11, 2021

Unlocking the Full Value of M2M Communication: The Right Tools, The Right Partnership

Distribution -- TTI MarketEye - Machine-to-Machine communication, or M2M, rapidly delivers pricing and other key insights for electronics manufacturing decision-makers. Even so, just having the tools available is not a guarantee of success...

November 11, 2021 09:50 PM

German Distribution Market Climbs 25% In Q3

Distribution -- Disti Blog - The German component distribution market grew 25.2 % to 887 million Euros in the third quarter of this year. Although the summer quarter did not bring new sales records, it clearly ended with record orders says FBDi, the German components...

November 11, 2021 08:53 PM

November 10, 2021

Manufacturing Growth Comes With Potential Challenges | Weekly News Roundup for November 5, 2021

Distribution -- TTI MarketEye - In this week's news: Ongoing shortages could derail recovery in U.S. electronics manufacturing; growth signals in the enterprise notebook PC market; an important Bluetooth security discovery that could affect phone manufacturers - plus...

November 10, 2021 06:55 PM

European Disti Sales Surge In Q3

Distribution -- Disti Blog - The European components distribution market is revving up for a record year. The slow start into 2021 has been completely replaced by a double-digit rally both in Semiconductors and IP&E (Interconnect, Passive and Electromechanical) components.

Q3...

November 10, 2021 04:52 AM

November 08, 2021

Production of iPhone 13 series accelerates as IC shortage eases

Media -- DIGITIMES - The shortage of IC components emerging in early October for iPhone 13 series is gradually easing as suppliers increase production, with assemblers on track to step up manufacturing through next February to meet terminal demand, according to...

November 08, 2021 08:28 PM

November 07, 2021

Semiconductors to stay a seller's market through 1H22

Media -- DIGITIMES - After lasting for almost two years, global semiconductor shortage is on track to ease as the pandemic continues to subside in many countries, and semiconductor demand is expected to fall quarter by quarter in 2022, particularly in the second...

November 07, 2021 03:23 AM

GlobalFoundries CEO: We're sold out of semiconductor chip capacity through 2023

Media -- CNBC - Tech - "I think for the better part of the next five to 10 years, we're going to be chasing supply not demand," GlobalFoundries CEO Caulfield said.

November 07, 2021 02:44 AM

November 06, 2021

Apple lost $6 billion to chip shortage and manufacturing delays in Q4, Tim Cook says

Tech -- The Verge - Apple today posted strong earnings for its fourth fiscal 2021 quarter, reporting all-time highs for its services and Mac divisions. The company says it took in revenue of $83.4 billion,...

November 06, 2021 03:09 AM

November 04, 2021

Is the Chip Shortage Here to Stay?

Aspencore -- EETimes - Simon Segars took center stage at this week's Web Summit in Lisbon to discussthe global chip shortage. While being optimistic about the health of the semiconductor industry, he argued that solving the current crisis will take some time.

Segars...

November 04, 2021 03:37 AM

November 01, 2021

IC Insights: Surges seen in sensors and discrete devices in 2021

Media -- SemiMedia - According to the latest report from IC Insights, global sales of optoelectronics, sensors/actuators, and discretes (O-S-D) are expected to grow 18% in 2021 to $104.3 billion from $88.3 billion in 2020, when this semiconductor market group...

November 01, 2021 11:24 PM

Specialty DRAM, NOR flash supply to remain constrained in 2022

Media -- DIGITIMES - The supply of specialty DRAM and NOR flash memory chips will still fall short of demand in 2022, due to supply-side constraints, according to industry sources.

November 01, 2021 03:55 AM

Intel CEO warns chip shortage won't end until at least 2023, as laptop sales get hit by supply issues

Tech -- The Verge - The ongoing global chip shortage is going to be a problem for a lot longer, according to Intel CEO Pat Gelsinger, who reiterated today ahead of the company's Q3 earnings that he expects...

November 01, 2021 12:30 AM

October 31, 2021

NAND flash prices to enter cyclical downturn in 2022

Media -- Evertiq - Contract prices of NAND Flash products are expected to undergo a marginal drop of 0-5% QoQ in 4Q21 as demand slows, according to TrendForce's latest investigations.

October 31, 2021 11:43 PM

China IC Industry Revenue On Track to Top $250 Billion In 2025

Media -- Semiconductor Engineering - In the short span of a decade, China's semiconductor sector has exploded to become one of the largest in the world and match the region's prominence as the biggest consumer of chips. From 2015 to 2020 alone, revenue of China's...

October 31, 2021 11:41 PM

Global IT spending to hit $4.5tn next year - Gartner

Enterprise -- Channel Partner Insight - Worldwide IT spending is projected to reach $4.5tn in 2022, according to the latest forecast from researcher Gartner.



It would mark an increase of 5.5 per cent from spending in 2021, with enterprise software expected...

October 31, 2021 11:24 PM

Volkswagen Executive Sees Global Chip Shortage Running Well in 2022

U.S. News -- Volkswagen AG's top Americas executive said on Tuesday the global chip shortage will run well into next year."Without a doubt,...

October 31, 2021 05:53 AM

Automotive Semiconductor Market Size Worth $63.92 Billion By 2028

Media -- ElectronicsB2B - The Asia Pacific market emerged as the dominant region in 2020 and is projected to register the highest CAGR The global automotive semiconductor market size is expected to reach USD 63.92 billion by 2028, according to a new report by...

October 31, 2021 05:32 AM

Silicon wafer shipments to log robust growth through 2024

Media -- Evertiq - Global silicon wafer shipments are projected to register robust growth through 2024, with wafer area increasing 13.9% year-over-year in 2021 to a record high of nearly 14,000 millions of square inches (MSI), SEMI reports.

October 31, 2021 05:26 AM

October 30, 2021

Supplyframe CIQ Suggests Chip Supply Stabilization Will Not Begin Until 1H 2023

Business Wire -- The number of commodity dimensions with red status grew again as the industry entered the fourth quarter of 2021, according to the latest Supplyframe Commodity IQ, a unique combination of analytics and analysis that offers predictive and prescriptive...

October 30, 2021 01:28 AM

October 29, 2021

Connector Confidence Index: How are Shortages, Inflation Impacting the Market?

Distribution -- TTI MarketEye - Rising inflation, product shortages and a GDP decline in China have impacted electronics manufacturing, but the recent the World Connector Confidence Index shows an intriguing result despite these factors.

October 29, 2021 05:29 PM

October 28, 2021

Commodity DRAM prices likely to fall 15-20% in 1Q22

Media -- DIGITIMES - Following peak shipments in the second and third quarters, the memory sector has entered a period of correction in the fourth quarter of 2021 that may last for 1-2 quarters, and commodity DRAM prices, in particular, will face higher downward...

October 28, 2021 06:29 PM

Highlights of the day: Components suppliers see little change to iPhone 13 orders

Media -- DIGITIMES - Makers in Apple's supply chain have seen no major changes to orders for iPhone 13 devices despite speculation about the US vendor looking to cut production for the new smartphones. The memory sector is entering a period of correction, with...

October 28, 2021 06:29 PM

IDMs, chipmakers on track to raise automotive MCU output

Media -- DIGITIMES - International IDMs and chipmakers are set to ramp up their output for automotive MCUs in the next few years to meet ever-growing demand for such chips, according to industry sources.

October 28, 2021 06:26 PM

The Rise of the AI Chip and the Challenge for Hardware Designers

Distribution -- TTI MarketEye - The meteoric growth of artificial intelligence has spurred a demand for hardware that can keep up with its computing requirements.

October 28, 2021 05:10 AM

Car Makers Reap What's Sewn During Chip Shortage

Aspencore -- EETimes - Despite optimistic predictions that auto makers have seen the worst of ongoing semiconductor shortages, sources closer to the technology supply chain maintain things will get worse before they get any better.

Industry consultant Semiconductor...

October 28, 2021 03:24 AM

Chip shortage could persist for another 2 to 3 years, major Chinese consumer goods maker warns

Media -- CNBC - Tech - The global chip shortage could persist for another 2 to 3 years, says the president of Hisense, one of China's largest household goods makers.

October 28, 2021 02:49 AM

October 25, 2021

Global server shipments to see steady growth over next 5 years

Media -- DIGITIMES - Global server shipments are expected to increase around 6% on year in 2022, driven primarily by order pull-ins from datacenter operators. For the short term, the growth will benefit from stabilizing supply of ICs and components and the releases...

October 25, 2021 03:07 AM

A Potential Solution to China's Energy Shortage | Weekly News Roundup for October 22, 2021

Distribution -- TTI MarketEye - This week: Solving China's energy shortage may require a step backward; Vietnam looks toward recovery in manufacturing; automakers invest in battery manufacturing - and more electronics headlines from this week.

October 25, 2021 01:11 AM

Transportation Energy Storage Speeds into the Supercapacitor Age

Distribution -- TTI MarketEye - Supercapacitors' advantages over traditional battery technology have been known for some time, but they are now making inroads into automotive and other transportation applications.

October 25, 2021 01:01 AM