Woodstock Wire: Electronics Outlook

October 28, 2020

DRAM Price Erosion Expected Through the End of 2020

Aspencore -- EPS News - A memory price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending.

IC Insights' October Update to The McClean Report...

October 28, 2020 08:49 PM

IC Insights expects modest DRAM price erosion through end-2020

Media -- DIGITIMES - DRAM ASPs climbed to US$3.70 in June 2020 before tapering off to US$3.51 in July and August, according to IC Insights, which expects modest price erosion through the end of this year.

October 28, 2020 07:39 PM

Orders For Cars, Transportation Equipment Rebound In September

Media -- PYMNTS.com - The U.S. economy may be rebounding faster than previously thought, with orders of durable goods - from cars to communications equipment - handily beating estimates for September.



Durable goods orders surged 1.9 percent in September, the U.S....

October 28, 2020 07:19 PM

A Self-Erasing Chip Designed to Defeat Counterfeiting

Distribution -- TTI MarketEye - How the semiconductor market is combatting counterfeits with a self-erasing chip.

October 28, 2020 04:38 PM

October 27, 2020

Chromebooks Gain Market Share as Education Goes Online

Tech -- ExtremeTech - For nearly a decade, Chromebooks have existed on the outer rim of the PC market. While they accounted for an appreciable number of yearly sales, they weren't exactly lighting the enthusiast market on fire with their value proposition. The...

October 27, 2020 08:22 PM

Italian Electronics Market Trends Amid Covid-19

Aspencore -- EETimes Europe - The economic crisis linked to the Covid-19 pandemic is affecting most industries. Despite all the difficulties induced by this complicated context, the Italian electronics sector is among the few to have shown a limited decline. Above...

October 27, 2020 06:01 PM

AMD to Acquire Xilinx, Creating the Industry's High Performance Computing Leader

Globe Newswire -- Semiconductors - - Strategic transaction strengthens AMD's industry-leading technology portfolio -

October 27, 2020 05:46 PM

AMD to acquire Xilinx in a $35 billion deal

Media -- Evertiq - AMD and Xilinx have entered into a definitive agreement for AMD to acquire Xilinx in an all-stock transaction valued at USD 35 billion.

October 27, 2020 04:51 PM

Distributors expect a rebound in business in Europe in 2021

Media -- Electronics Sourcing - James Carbone - Contributing Editor



While European distribution sales will end 2020 declining, most distributors believe business will bounce back next year as demand increases from automotive and industrial segments.

The European...

October 27, 2020 04:49 PM

Taiwan MLCC makers see big order momentum for 5G phones

Media -- DIGITIMES - Taiwan-based MLCC specialists including Yageo and Walsin Technology have seen increasing orders for 5G smartphone applications, and are optimistic about their growth prospects for fourth-quarter 2020 and beyond, according to industry sources.

October 27, 2020 04:48 PM

NOR flash likely to be in short supply in 2021, says Macronix chairman

Media -- DIGITIMES - The global supply of NOR flash memory will fall short of demand in 2021 if trade tensions between the US and China persist, according to Macronix International chairman Miin Wu.

October 27, 2020 04:47 PM

Accenture, MIT Develop Stress Test For Supply Chain Resilience

Media -- PYMNTS.com - To evaluate the financial and operational risks presented by significant market interruptions, disasters or other catastrophic occurrences, Accenture and the Massachusetts Institute of Technology (MIT) are creating a supply chain resilience...

October 27, 2020 04:29 PM

The Impact Chinese New Year 2021 Will Have on The Electronics Industry

Media -- eBOM - Chinese New Year usually falls somewhere between the end of January and the middle of February. Next year in 2021, it is set to commence on 12th February and will be the year of the Ox. Chinese New Year is a time for celebration and is known to...

October 27, 2020 04:27 PM

Chipmakers may come under inventory pressure in 1H21

Media -- DIGITIMES - Fabless chipmakers, component suppliers and IC distributors have been aggressively scaling up their inventory levels, raising concerns of the semiconductor market having to undergo an inventory correction during the first half of 2021.

October 27, 2020 04:21 PM

Can The U.S. Regain Its Edge In Chip Manufacturing?

Media -- Semiconductor Engineering - The United States is developing new strategies to prevent it from falling further behind Korea, Taiwan, and perhaps even China in semiconductor manufacturing, as trade tensions and national security concerns continue to grow.

For...

October 27, 2020 04:19 PM

Taiwan September manufacturing production index hits record, says MOEA

Media -- DIGITIMES - Taiwan recorded manufacturing production index (2016 as base year) of 123.91 for September 2020, reaching the highest-ever monthly level and increasing 3.20% sequentially and 11.32% on year, according to the Ministry of Economic Affairs (MOEA).

October 27, 2020 04:18 PM

October 25, 2020

Global IT spending to reach $3.8 trillion in 2021, Gartner predicts

Enterprise -- ZDNet Blogs - After a tumultuous 2020, the research agency is predicting that global spending on IT could be in a for a solid recovery in 2021.

October 25, 2020 02:51 AM

October 23, 2020

Shipments of 5G and Wi-Fi 6 chips still booming

Media -- DIGITIMES - Taiwan's IC suppliers still see strong order pull-ins for chips supporting production of 5G phones and Wi-Fi 6 network devices in the fourth quarter of 2020, according to industry sources.

October 23, 2020 03:18 PM

IC designers have mixed feelings about good sales of iPhone 12 series

Media -- DIGITIMES - Taiwanese IC design houses have mixed feelings about good sales of the new iPhone series, which could limit sales for 5G Android phones in the short term, according to industry sources.

October 23, 2020 03:18 PM

$3.82 Billion: Texas Instruments' Revenue Figures During Q3 2020

Media -- ElectronicsB2B - Texas Instruments' fourth quarter outlook is for revenue in the range of $3.41 billion to $3.69 billion Texas Instruments Incorporated (TI) has reported third quarter revenue of $3.82 billion. The company's net income in the quarter...

October 23, 2020 03:17 PM

Acer expects replacement demand to drive notebook market growth in 2021

Media -- DIGITIMES - Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.

October 23, 2020 03:14 PM

October 22, 2020

DECLINE IN MANUFACTURING ACTIVITY SLOWED FROM JULY SLUMP BUT REMAINS WEAK - CBI

Media -- eBOM - Output volumes in the three months to October fell at their slowest pace since March 2020, according to the latest CBI quarterly Industrial Trends Survey. Output dropped in 10 out of 17 sub-sectors, with the headline decline driven by the aerospace...

October 22, 2020 08:30 PM

Taiwan IC design houses see clients continue stockpiling

Media -- DIGITIMES - Taiwan-based IC design houses continue to see their downstream clients including distributors stockpile aggressively, and plan to raise their quotes to constrain demand, according to industry sources.

October 22, 2020 08:24 PM

Strong Computing Growth, but IC Component Supply Tightens | Weekly Global Update for Oct. 21, 2020

Distribution -- TTI MarketEye - The International Monetary Fund published projections for 2020 and 2021, Europe's manufacturing update and more in the Weekly Global Update.

October 22, 2020 03:30 PM

October 21, 2020

SK Hynix holds second highest NAND market share via acquisition of Intel's NAND capacity

Media -- Evertiq - SK Hynix has announced today (Oct. 20) that it will acquire Intel's NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for USD 9 billion.

October 21, 2020 04:23 PM

The Impact of Chinese New Year on Electronic Component Lead Times

Media -- eBOM - In China, one of the most important national events is the Spring Festival. This annual event-also often referred to as Chinese New Year-falls somewhere between the end of January and the middle of February. In 2021, it is set to begin on February...

October 21, 2020 04:20 PM

TI sees auto semi market bounce back in third quarter

Media -- FierceElectronics - TI sees auto semi market bounce back in third quarter

October 21, 2020 04:15 PM

October 20, 2020

PC memory supply falls short of demand

Media -- DIGITIMES - The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.

October 20, 2020 07:31 PM

SK Hynix to acquire Intel NAND memory biz

Media -- DIGITIMES - Intel and SK Hynix have signed an agreement under which the latter would acquire the former's NAND memory and storage business for US$9 billion, according to the companies.

October 20, 2020 07:29 PM

Building Resilient, Fault-Tolerant Supply Chains

Distribution -- TTI MarketEye - Understanding the impact of natural disasters on the supply chain and building them in a preventative manner.

October 20, 2020 03:10 PM

October 19, 2020

Global Semiconductor Market Size To Reach $726.73 Billion By 2027 : Fortune Business Insights

Media -- ElectronicsB2B - It will exhibit a CAGR of 4.7 per cent during the forecast period One of the biggest challenges facing the semiconductor market growth is the on-going trade war between the United States and China The global semiconductor market...

October 19, 2020 03:58 PM

October 18, 2020

Data centre spending to hit $200b in 2021: Gartner

Enterprise -- CRN - IT research firm expects huge rebound starting in 2021.

October 18, 2020 10:19 PM

Global PC sales continue growth trajectory

Enterprise -- CRN - Gartner, IDC and Canalys reveal shipment numbers for Q3.

October 18, 2020 10:19 PM

NAND Flash ASP To Drop by 10%, SSDs by 10-15% in 4Q20

Enterprise -- Storage Newsletter - The memory market (including DRAM and NAND flash) is still in a state of oversupply in 4Q20, according to TrendForce, Inc.'s investigations. In light of recent US sanctions vs. Huawei, other smartphone brands have been actively stocking...

October 18, 2020 09:55 PM

Engineers Are Busy, But Happy With Their Jobs

Aspencore -- EPS News - Engineers aren't that different from procurement professionals -- they have more to do and less time to do it. And, like purchasing experts, they are happy with their jobs.

More than 1,400 engineers participated in a semi- annual survey conducted...

October 18, 2020 03:23 AM

Wafer Shipments Head for Record Increases

Aspencore -- EETimes - By the Numbers - Worldwide wafer shipments, as with most global IC market segments, are up and heading for record increases over the next 18 months, according to the latest in a series of rosy forecasts by a semiconductor industry group.

SEMI also...

October 18, 2020 03:21 AM

PC Sales Soared in Q3, Chromebook Shipments Up 90 Percent

Tech -- ExtremeTech - PC sales boomed in Q3 2020, driven by massive new demand in the education market and continuing strong sales in business and gaming segments. The coronavirus has fueled a tremendous surge in PC sales throughout 2020. Initially, demand was...

October 18, 2020 12:48 AM

October 16, 2020

How Amazon Business Stacks Up Against The Top Big 50 Distributors

Distribution -- Industrial Distribution - While few outside of Amazon know just how big Amazon Business really is, reliable estimates allow us to compare it against the largest industrial distributors.

October 16, 2020 04:41 PM

India's Electronics Industry: One Of The Fastest-Growing In The World

Media -- ElectronicsB2B - Global shifts in trade policies, like the US-China face-off, as well as the pandemic that has shown that dependence on one country for electronics raw materials can be a dangerous strategy, have given India a chance to step up....

October 16, 2020 04:08 PM

Semiconductor Industry Announces Research and Funding Priorities to Sustain U.S. Leadership in Chip Technology

Media -- EDACafe - Decadal Plan calls for $3.4 billion annually in federal R&D funding to address seismic shifts in chip technology and pave way for emerging ...

October 16, 2020 04:02 PM

"Global Trade in Electronic Component is Estimated to be US$2.1 Trillion"

Media -- ElectronicsB2B - IoT constitutes a major part of trade with US$800 Billion "India should focus on the component segment of IoT to up its global electronics trade market share of 3.3%" Currently, the electronics and hardware manufacturing industry...

October 16, 2020 03:59 PM

EU & U.S. Updates: No SCIP Reporting Delay, Lead as an SVHC - and More

Distribution -- TTI MarketEye - An update on Europe and U.S. environmental directives for materials.

October 16, 2020 03:48 PM

October 15, 2020

TSMC expects 2020 revenue to rise 30%

Media -- DIGITIMES - TSMC expects to post revenues of between US$12.4 billion and US$12.7 billion in the fourth quarter of 2020, which is a 3.4% sequential increase at the midpoint. Gross margin and operating margin for the third quarter are estimated at 51.5-53.5%...

October 15, 2020 04:40 PM

Highlights of the day: Apple likely to see significant sales for iPhone 12 family

Media -- DIGITIMES - Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build an...

October 15, 2020 04:40 PM

Adoption of GaN fast chargers among consumer products to grow fast in 2021

Media -- DIGITIMES - The adoption of GaN-based fast charging devices among smartphones and other consumer technology products is expected to grow rapidly starting 2021, according to industry sources.

October 15, 2020 04:39 PM

Global silicon wafer shipments on track for growth

Media -- DIGITIMES - Global silicon wafer shipments are set to increase 2.4% on year in 2020 after falling 6.9% in 2019, with growth continuing in 2021 and 2022, according to SEMI.

October 15, 2020 04:14 PM

Signs of Strength in Global Manufacturing, Markets | Weekly Global Update for Oct. 14, 2020

Distribution -- TTI MarketEye - A look at rising PMIs, the market in China and Taiwan, a decline in North American PCB sales and more in the Weekly Global Update.

October 15, 2020 03:26 PM

October 14, 2020

Power Factor Correction (PFC) Capacitors: A Growth Market for 2021

Distribution -- TTI MarketEye - Exploring the different types of in-demand capacitors for Power Factor Correction (PFC).

October 14, 2020 07:45 PM

Memory module houses see demand in China disappoint

Media -- DIGITIMES - Despite a continued rally in memory spot market prices, channel distributors in China continue to see disappointing SSD and DRAM module sales, according to sources at memory module makers.

October 14, 2020 06:19 PM

Highlights of the day: Tight foundry supply to continue in 2021

Media -- DIGITIMES - Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components shortages...

October 14, 2020 06:18 PM