Woodstock Wire: Electronics Outlook

November 22, 2017

Samsung Likely to Unseat Intel as Top Chip Vendor

EETimes -- Samsung, which has nearly half of the global DRAM market, is likely to crush smaller rivals after more than doubling its plan for capital expenditures...

November 22, 2017 08:03 PM

Analyst Warns on Semiconductor Stock Valuations

EETimes -- Chip stocks have surged in value over the past three years, but it might be time to sell before a downturn hits, according to Handel Jones of...

November 22, 2017 08:02 PM

Top Ten (+10) Vendors Of Industrial ICs

ElectronicsWeekly -- Thanks to IHS for this one - the top 20 industrial semiconductor suppliers:

This story continues at Top Ten (+10) Vendors Of Industrial ICs


November 22, 2017 08:00 PM

Global 3Q17 NAND flash market posts 14% increase, says DRAMeXchange

DigiTimes -- Revenues of the global NAND flash industry surged 14.3% sequentially to US$15.12 billion in the third quarter of 2017, according to DRAMeXchange....

November 22, 2017 07:26 PM

IC Insights' Forecast Of Top Ten Chip Companies In 2017

Mannerisms - ElectronicsWeekly -- Thanks to IC Insights for this one: a forecast of the top ten chip vendors this year:

November 22, 2017 07:22 PM

Avnet's Connected IoT Ecosystem Helps to Build Tomorrow's Smart Cities

Marketwire - Telecommunication Equipment -- Showcases IoT solutions at the 'Smart City and the IoT Era' Industry Summit in Hong Kong

November 22, 2017 07:19 PM

North American Semiconductor Equipment Industry Posts October 2017 Billings

ElectronicsNewsWire.com -- SEMI - North America-based manufacturers of semiconductor equipment posted $2.02 billion in billings worldwide...

November 22, 2017 07:04 PM

NAND Flash Prices Start to Stabilize

Electronics Purchasing Strategies -- Contract price increases for NAND flash started to slow in the third quarter of 2017, ranging between zero to six percent after months of price...

November 22, 2017 07:03 PM

November 21, 2017

TrendForce Says the Chinese Government Continues "Big Fund" to Support Key Semiconductor Sectors in China Including Memory and IC Design

Business Wire: Semiconductor -- Chinese government continues "Big Fund" to support key semiconductor sectors including memory, SiC/GaN compound semiconductor, and IC design.

November 21, 2017 07:31 PM

Samsung to Overtake Intel as Top Chipmaker

Electronics Purchasing Strategies -- On the heels of strong earnings in the third quarter of 2017, Samsung is forecast to overtake Intel as the top semiconductor manufacturer in...

November 21, 2017 07:10 PM

Weekly Global Update for November 22, 2017

TTI -- TTI MarketEye - Productronica/SEMICON Europa Thoughts; Contract DRAM Prices Increased 5% in 3Q'17; Server DRAM Contract Prices to Rise 6-10%...

November 21, 2017 06:12 AM

November 20, 2017

Semiconductor Wafer Demand: Growing Pains

Semiconductor Engineering -- Unit growth more than 13%, but selling prices are down and wafers are in short supply.

November 20, 2017 07:25 PM

Worldwide electronics production is increasing strongly, except in Taiwan.

ElectronicsWeekly -- China's production of electronics equipment has grown 13.8% so far this year, says Bill Jewell's Semiconductor Intelligence, which is heading...

November 20, 2017 07:17 PM

China and North America TV Shipments Fall Sharply in Q3 2017, IHS Markit Says

Business Wire: Engineering News -- China and North America TV Shipments Fall Sharply in Q3 2017, IHS Markit Says

November 20, 2017 06:57 PM

European Switch Market Starts 2016 with Sales Jumping 14% and Bookings 21% Higher than Q4 2016

TTI -- TTI MarketEye - Total reported sales for all switch categories in Europe for Q1 of 2017 were 14% above the the previous quarter and 6% better...

November 20, 2017 06:40 PM

November 19, 2017

Predictions 2018: IoT Will Move From Experimentation To Business Scale

Forrester - Infrastructure - Ops -- The term IoT can be confusing, and depending on who you talk to they might choose to focus on one element like connectivity or another. At Forrester...

November 19, 2017 08:27 AM

Q3 DRAM ASP soars 16%; Q4 to grow 10%

ElectronicsWeekly -- Q3 DRAM revenue hit a new high with a 16.2% sequential increase and expects a further 10% increase in Q4, reports DRAMeXchange Contract prices...

November 19, 2017 07:53 AM

Top Ten China Fabless Companies

ElectronicsWeekly -- Thanks to Electronics Design for this one - the top ten fabless companies in China: Revenues $bn HiSilicon - 3.87 Tsinghua Unigroup - 1.86 Omnivision...

November 19, 2017 07:53 AM

Automotive Electronics to see strongest growth through 2021, says IC Insights

DigiTimes -- Automotive electronic system sales are forecast to rise by a compound annual growth rate (CAGR) of 5.4% from 2016 through 2021, which is the...

November 19, 2017 07:26 AM

Server DRAM prices to rise in 4Q17, says DRAMeXchange

DigiTimes -- Server DRAM contract prices for the fourth quarter of 2017 are forecast to rise 6-10% sequentially as demand continues to outpace supply, according...

November 19, 2017 07:25 AM

China IC design revenues to surge 28% to CNY194 billion in 2017

DigiTimes -- The annual revenues of China's IC design industry are estimated to surge 28.15% on year to CNY194.598 billion (US$29.26 billion) in 2017, accounting...

November 19, 2017 07:25 AM

Samsung huge chip capex for 2017 shows move to defend its memory dominance

DigiTimes -- After spending US$11.3 billion in semiconductor capex last year, Samsung announced that its 2017 outlays for the semiconductor group are expected...

November 19, 2017 07:23 AM

Will Samsung Dash China's Memory Market Hopes?

Electronics Purchasing Strategies -- Is Samsung's massive $26 billion semiconductor capex only delaying China's push into the memory device market? While it's not likely to halt...

November 19, 2017 04:39 AM

Allocation 2017: What's Behind the Component Shortage

Electronics Purchasing Strategies -- Component shortages are not just about increased demand. Any number of factors - production capacity, supply chain disruptions, obsolescence...

November 19, 2017 04:39 AM

November 16, 2017

Digital revenues hit £1bn at Electrocomponents

Electronics Distribution News -- Electrocomponents has topped 1 billion of annual digital revenues, a milestone which says the company endorses its policy of continuous investment...

November 16, 2017 05:01 PM

High-Tech M&A: No Price Too High, No Firm Too Big

Electronics Purchasing Strategies -- The consolidation of the semiconductor sector has moved into a new phase involving mega transactions that may trigger similarly large acquisitions...

November 16, 2017 10:19 AM

Weekly Global Update for November 15, 2017

TTI -- TTI MarketEye - Custer Presentations at Productronica; China/Taiwan Update; S. Korea 3Q'17 PCB Production up thanks to Apple; European Semiconductor...

November 16, 2017 09:15 AM

Grainger Reaffirms 2017 Outlook, Expects 5% MRO Growth In 2018

Distribution -- Industrial Distribution - Grainger held its annual analyst meeting this past Friday in Lake Forest, IL, where CEO DG Macpherson and CFO Ron...

November 16, 2017 05:00 AM

November 15, 2017

Gartner Says IT Spending in India will Reach $87.1 Billion in 2018

Gartner -- India IT spending is projected to total $87.1 billion in 2018, an increase of 9.2 percent from 2017 estimated spending of $79.7 billion, according...

November 15, 2017 05:58 AM

DRAM Price Increases Expected to Persist in Q4

EETimes -- Supply remains tight as OEMs gear up for the end-of-year holiday season.

November 15, 2017 05:54 AM

Global 3Q17 DRAM revenues climb 16.2%. says DRAMeXchange

DigiTimes -- Sales in the global DRAM market surged 16.2% sequentially to a record US$19.18 billion in the third quarter of 2017, when contract prices of...

November 15, 2017 05:37 AM

Foxconn revenues rise 2.87% on year in October

DigiTimes -- Foxconn Electronics (Hon Hai Precision Industry) has reported consolidated revenues of NT$485.458 billion (US$16.09 billion) for October 2017,...

November 15, 2017 05:36 AM

Silicon wafer shipments hit record high in 3Q17, says SEMI

DigiTimes -- Worldwide silicon wafer area shipments continued trending up in the third quarter of 2017, increasing 0.7% sequentially and hitting a new high...

November 15, 2017 05:36 AM

Buyers: DRAM Prices to Rise 10% in Q4

Electronics Purchasing Strategies -- Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues...

November 15, 2017 04:26 AM

3Q17 Connector Industry Results and Forecast

TTI -- TTI MarketEye - Industry sales increased +8.4% YOY in 3Q17 to $15,650 million. This is the highest sales quarter on record for the industry (and...

November 15, 2017 03:23 AM

November 14, 2017

First SEMICON Europa Opens this Year in co-location with productronica

ElectronicsNewsWire.com -- SEMI - Semiconductor industry back on track for growth in Europe - major new investments

November 14, 2017 06:51 PM

New data: Software as a Service industry revenue up 23% this year as shift to the cloud continues

GeekWire -- Global revenue in the Software as a Service (SaaS) industry topped $43 billion in the first half of 2017 - up 23 percent from a year ago, making...

November 14, 2017 06:41 PM

New Technology Not Quite Ready to Break the Strong Demand/Tight Supply Memory Cycle

TTI -- TTI MarketEye - When Samsung Electronics issued its Q3 2017 earnings report on the last day of October it attributed record quarterly operating...

November 14, 2017 07:27 AM

November 13, 2017

Gartner Says IT Spending in EMEA to Exceed $1 Trillion in 2018, Up 4.9 Percent from 2017

Gartner -- IT spending in EMEA is projected to total $1 trillion in 2018, an increase of 4.9 percent from estimated spending of $974 billion in 2017, according...

November 13, 2017 03:51 AM

4 Supply Chain Shifts to Make for the Digital Age

Global Purchasing -- Here's how your organization can shore up its supply chain in order to compete effectively in the digital age.

November 13, 2017 03:43 AM

How Apple's New Phones May Impact the Component Supply Chain

Global Purchasing -- A look at how the new iPhone launches are creating bottlenecks in the NAND memory and OLED panel supply chains

November 13, 2017 03:43 AM

Auto is fastest growing IC market, says IC Insights

ElectronicsWeekly -- Automotive electronic system sales will have a CAGR of 5.4% from 2016 through 2021, says IC Insights, making auto the fastest growing of the...

November 13, 2017 03:23 AM

TSMC reports increased October revenues

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has reported consolidated revenues of NT$94.52 billion (US$3.13 billion) for October 2017,...

November 13, 2017 02:59 AM

Global tablet market set for rebound in 2018

DigiTimes -- The global tablet market is set for a rebound in 2018 as major IT players including Amazon, Huawei, Microsoft and Google all plan to launch new...

November 13, 2017 02:55 AM

November 12, 2017

2017 Global Semiconductor Alliance Award Nominees Announced

Business Wire: Semiconductor -- The Global Semiconductor Alliance (GSA) is pleased to announce the 2017 award nominees for the GSA Awards Dinner Celebration. Featuring a new...

November 12, 2017 07:30 AM

November 09, 2017

Weekly Global Update for November 8, 2017

TTI -- TTI MarketEye - 3Q'17 World Electronic Supply Chain Growth Update; October PMI Leading Indicators; Worldwide Semiconductors Sales up 22.2% in...

November 09, 2017 05:28 PM

November 08, 2017

Where will IT spend go in 2018?

Enterprise -- CRN UK - Gartner forecasts EMEA IT spending for next year

November 08, 2017 10:36 PM

UK chip sales still off the European pace

Distribution World - ElectronicsWeekly -- European semiconductor markets are seeing strong growth with sales in Q3 2017 as reported by DMASS, increased by 19% on last quarter to reach...

November 08, 2017 09:24 PM

DMASS: Semiconductor Sales Soar in Q3

Electronics Distribution News -- The European semiconductor industry just reported the third quarter in a row of more than 2bn Euro. According to DMASS, semiconductor sales...

November 08, 2017 09:08 PM

Samsung Could End Tight DRAM Supply Earlier Than Expected

Electronics Purchasing Strategies -- Over the past two years, memory device buyers have faced DRAM supply issues due to curtailed production capacity expansion and technology migration...

November 08, 2017 08:21 PM