Woodstock Wire: Electronics Outlook

April 15, 2021

TSMC expects flat 2Q21, raises capex outlook

Media -- DIGITIMES - TSMC expects to post revenues of between US$12.9 billion and US$13.2 billion in the second quarter of 2021, which is a 1% sequential increase at the midpoint. Gross margin and operating margin for the second quarter are estimated at 49.5-51.5%...

April 15, 2021 08:11 PM

Latest IC Forecast: Big Demand, Shortages

Media -- Semiconductor Engineering - Over the last year, the semiconductor industry has seen its share of highs, lows and uncertainties.

In early 2020, the business looked bright, but the IC market dropped amid the Covid-19 pandemic outbreak. Throughout 2020 different...

April 15, 2021 07:27 PM

Worldwide IT Spending Could Hit $4 Trillion This Year | Weekly News Roundup for April 14, 2021

Distribution -- TTI MarketEye - This week: Growth in industrial networks continues despite the global pandemic; shipments of desktop and notebook computers and workstations remains strong; a new shortage of this component is unlikely to impact automotive production -...

April 15, 2021 07:03 PM

Chinese companies hold only 5% of global IC market

Media -- Evertiq - Propelled by 50% share of IDM sales and 64% share of fabless sales, U.S. companies captured 55% of the total worldwide IC market in 2020.

April 15, 2021 05:16 AM

Passive components shipments to stay in higher gear in 2Q21

Media -- DIGITIMES - Taiwan's passive components vendors are optimistic their shipments for second-quarter 2021 will continue to be bolstered by strong demand for automotive, stay-at-home and 5G applications, according to industry sources.

April 15, 2021 05:08 AM

Top 10 semiconductor vendors by 2020 revenue

Media -- Evertiq - Worldwide semiconductor revenue totaled USD 466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.

April 15, 2021 04:56 AM

Taiwan pure-play foundries to see revenue hit another record highs in 2Q21

Media -- DIGITIMES - TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are all expected to see their revenues hit another record highs in the second quarter of 2021, as tight fab capacity continues to drive wafer ASPs, according...

April 15, 2021 04:55 AM

Worldwide semiconductor revenue logs 10.4% surge in 2020, says Gartner

Media -- DIGITIMES - Worldwide semiconductor revenue totaled US$466.2 billion in 2020, an increase of 10.4% from 2019, according to Gartner.

April 15, 2021 04:45 AM

TSMC reiterates committment to US fab project

Media -- DIGITIMES - TSMC chairman Mark Liu, who participated in a virtual summit hosted by the Biden administration to discuss global chip shortages and the US plan to rebuild its semiconductor manufacturing edge, has reiterated the Taiwan-based foundry house's...

April 15, 2021 04:45 AM

PC shipments strong in 1Q21 despite component shortages and logistics issues, says IDC

Media -- DIGITIMES - Global shipments of traditional PCs, including desktops, notebooks, and workstations, grew 55.2% on year during the first quarter of 2021, according to IDC.

April 15, 2021 04:45 AM

White House Chip Summit Builds Momentum for Federal Investments

Media -- eBOM - The Semiconductor Industry Association (SIA) today released the following statement from President and CEO John Neuffer regarding today's meeting at the White House between Biden Administration officials and leaders from the semiconductor industry...

April 15, 2021 04:39 AM

Semiconductor revenues grew 10.4% in 2020

Media -- New Electronics - Gartner has reported that worldwide semiconductor revenue totalled $466.2bn in 2020, an increase of 10.4% from 2019.

April 15, 2021 04:38 AM

April 12, 2021

Gartner Says Worldwide Semiconductor Revenue Grew 10.4% in 2020

Media -- Design And Reuse - Gartner Says Worldwide Semiconductor Revenue Grew 10.4% in 2020

April 12, 2021 04:44 PM

Backend demand stays strong for MOSFETs, niche DRAMs

Media -- DIGITIMES - Persistently strong demand for MOSFET chips and niche-type DRAM have kept backend specialists including Walton Advanced Engineering, ChipMos Technologies and GEM Services running at capacity utilization of over 90% with order visibility through...

April 12, 2021 04:40 PM

April 11, 2021

Gartner Forecasts Worldwide IT Spending to Reach $4 Trillion in 2021

Business Wire -- Worldwide IT spending is projected to total $4.1 trillion in 2021, an increase of 8.4% from 2020, according to the latest forecast by Gartner, Inc. The source of funds for new digital business initiatives will more frequently come from business departments...

April 11, 2021 03:00 AM

Semiconductor Industry Association to discuss global chip shortage with US government

Media -- Robotics and Automation News - The Semiconductor Industry Association (SIA) is to meet with officials in the administration of newly elected president of the United States, Joe Biden, to discuss the ongoing global shortage in chips, which is affecting...

April 11, 2021 12:30 AM

Server industry sees component supply growing tighter in 2Q21

Media -- DIGITIMES - Server components including ICs, passive components, cables and chassis have seen supply growing tighter in the second quarter, according to sources from the server supply chain.

April 11, 2021 12:25 AM

Yageo, Walsin post brisk 1Q21 results

Media -- DIGITIMES - MLCC and chip resistor specialists Yageo and Walsin Technology both saw their revenues for the first quarter of 2021 come to high levels compared to the same period in previous years.

April 11, 2021 12:23 AM

April 08, 2021

ECIA: Electronic Component Sales Trend Soars | Weekly News Roundup for April 7, 2021

Distribution -- TTI MarketEye - This week: Electronics are driving manufacturing growth; Samsung and others bet big on flexible mobile devices; Taiwan plans to electrify its bus fleet; a new wave of military communications and defense satellites - and more headlines...

April 08, 2021 09:11 PM

April 07, 2021

13% increase to lift total semi shipments to a new record high

Media -- Evertiq - Total semiconductor unit shipments, which include integrated circuits as well as optoelectronics, sensor/actuator, and discrete (O-S-D) devices, are forecast to rise 13% in 2021, to 1,135.3 billion (1.1353 trillion) units to set a new all-time...

April 07, 2021 07:47 PM

Foxconn posts 45% revenue surge in 1Q21

Media -- DIGITIMES - Foxconn Electronics (Hon Hai) has reported consolidated revenues climbed 44.5% on year to NT$1.34 trillion (US$47 billion) in the first quarter of 2021, which came within the company's guidance range.

April 07, 2021 07:44 PM

TSMC sees strong order momentum from Apple

Media -- DIGITIMES - Despite recent speculation about decreasing demand from Apple for semiconductor manufacturing services, the latest news from the supply chain has indicated TSMC will start shipping chips for the next-generation iPhones by the end of May ahead...

April 07, 2021 07:44 PM

GlobalFoundries explains why chip shortage could last through 2022

Media -- SemiMedia - According to CNBC reports, CEO Tom Caulfield said in a recent interview that GlobalFoundries plans to invest US$1.4 billion in its chip factories this year and may double this investment next year.

April 07, 2021 07:44 PM

SIA Urges U.S. Government Action to Strengthen America's Semiconductor Supply Chain

Media -- eBOM - The Semiconductor Industry Association (SIA) today submitted comments to the U.S. Department of Commerce in response to President Biden's executive order on securing America's critical supply chains. The submission highlights the importance of...

April 07, 2021 06:00 PM

Trends in mil circular connectors

Media -- Electronics Sourcing - TTI's director mil/aero connectors, Kenny Vigil and business development manager, Steve Brahosky, explore trends impacting military-grade circular connector design and selection.

Military-spec D38999 circular connectors are used...

April 07, 2021 05:55 PM

European semiconductor sales grew 6.8% in February

Media -- Evertiq - European semiconductor sales in February 2021 reached USD 3.482 billion, an increase of 6.8% versus the same month one year ago, the European Semiconductor Industry Association. (ESIA)

April 07, 2021 05:18 PM

SIA:Global semiconductor sales up 14.7% year-to-year in February

Media -- SemiMedia - The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $39.6 billion for the month of February 2021, an increase of 14.7% over the February 2020 total of $34.5 billion, but 1.0% less than the...

April 07, 2021 05:12 PM

April 06, 2021

Resistor Markets Tighten as Ruthenium Prices Skyrocket

Distribution -- TTI MarketEye - Thick film chip resistors are one of the most challenging electronic components to produce. In the current turbulent economy, spikes in price for ruthenium metal and the resulting cost pressure on these resistors is one of the most significant...

April 06, 2021 10:13 PM

April 03, 2021

The latest in the global semiconductor shortage

Tech -- The Verge - From consoles to cars, it seems like everyone is having a hard time getting enough chips

April 03, 2021 04:45 AM

Micron chief warns 'severe shortage' of DRAM expected to continue this year

Enterprise -- The Register - And drought in Taiwan threatens supply. Good news for firm's wallet, not so much for chip buyers

Micron CEO Sanjay Mehrotra has warned about a "severe shortage" of supply in the DRAM memory market, with the situation expected to worsen...

April 03, 2021 04:24 AM

Global Chip Supply Chain Increasingly Vulnerable to Massive Disruption, Study Finds

U.S. News -- A new study from a U.S. industry group found that the global semiconductor supply chain has become increasingly...

April 03, 2021 03:55 AM

CEO of largest U.S. chip foundry explains why semiconductor shortage could last through 2022

Media -- CNBC - Tech - Currently, all of GlobalFoundries' manufacturing capacity is booked - and it expects semiconductor supply to lag behind demand until 2022 or later.

April 03, 2021 03:16 AM

The microchip shortage, explained: How it's impacting car prices and the tech industry

Media -- USATODAY - Tech Top Stories - A shortage of microchips has slowed production of cars and laptops and delayed the iPhone 12. So what happened and how did we get here?

April 03, 2021 03:16 AM

April 02, 2021

Switch Market Survey Results: Indicators Show Softer Markets, But Expectations of Improvement

Distribution -- TTI MarketEye - The results of Michael Schwert's recent survey of the switch components market show some softness in the market, but also optimism for conditions going into the second half of 2021.

April 02, 2021 11:47 PM

April 01, 2021

Chip shortage may ease as early as 1H22, says Arm Taiwan

Media -- DIGITIMES - Chip shortages may start easing as early as the first half of 2022, according to CK Tseng, president for Arm Taiwan.

April 01, 2021 04:56 PM

Ford to Provide Update on Financial Impact of Chip Shortage Next Month

U.S. News -- Ford Motor Co said on Wednesday, while announcing the latest North America production cuts at seven assembly plants due to the...

April 01, 2021 03:29 AM

Explainer: Why Is There a Global Chip Shortage and Why Should You Care?

U.S. News -- From delayed car deliveries to a supply shortfall in home appliances to costlier smartphones, businesses and consumers across the globe...

April 01, 2021 03:27 AM

March 31, 2021

Recovery: Global Economy Expected to Grow Nearly 6% in 2021 | Weekly News Roundup for March 31, 2021

Distribution -- TTI MarketEye - This week: businesses eye bold post-pandemic growth plans; EV shipments topped 2.5 million units in 2020; battery technology could be the next battleground in the climate change war - plus other news from the global electronics industry.

March 31, 2021 10:50 PM

Apple supplier Foxconn warns that component shortages will last until 2022

Tech -- The Verge - The ongoing global shortage for electronic components continues, and Foxconn - which handles manufacturing for Apple, among other major tech heavyweights - has announced...

March 31, 2021 09:29 PM

Shortage Of Chips May Increase Product Costs, Says Xiaomi President

Media -- ElectronicsB2B - The scarcity of computer chips has been a major crisis for the electronics industry since last year Global chip shortage is causing an increase in Chinese smartphone manufacturer Xiaomi's costs, which could, in turn, lead to a rise...

March 31, 2021 09:19 PM

Renesas reportedly seeking capacity support from Taiwan foundries

Media -- DIGITIMES - Renesas Electronics is reportedly seeking capacity support from TSMC and other Taiwan-based foundries to fill its supply shortfall caused by the suspension of its fire-damaged fab.

March 31, 2021 09:07 PM

TSMC: Chip shortage is caused by 3 reasons

Media -- SemiMedia - Yesterday, TSMC Chairman Dr. Mark Liu expressed his views on the causes of the chip shortage at the Taiwan Semiconductor Industry Association (TSIA) event.



Mark said that there are three main reasons for the shortage. The first reason is...

March 31, 2021 08:47 PM

It will take 100 days before Renesas is back after the fire

Media -- Evertiq - While the company still aims to complete the recovery of the damaged cleanroom at the N3 Building of the Naka fab within one month as initially announced, the company is also aware that it might that much longer.

March 31, 2021 08:30 PM

UMC, PSMC to raise foundry quotes by another 10-20%

Media -- DIGITIMES - Pure-play foundries United Microelectronics (UMC) and Powerchip Semiconductor Manufacturing (PSMC) will initiate further price hikes of about 10-20% with the new pricing to be effective starting April, according to industry sources.

March 31, 2021 08:29 PM

IC design houses see March revenues surge

Media -- DIGITIMES - Taiwan-based IC design houses, particularly those specializing in smartphone-use chip solutions, are expected to post impressive sales results for March 2021, thanks to robust demand from Android-based smartphone makers, according to industry...

March 31, 2021 08:28 PM

Damage From Fire at Renesas Chip Factory Bigger Than Expected: Nikkei

U.S. News -- Renesas Electronics Corp now expects damage from a recent fire at its chip-making plant to be bigger than expected, with 17...

March 31, 2021 06:45 PM

TSMC Shares Fall More Than 3% After Intel's Plan to Expand Advanced Chip Capacity

U.S. News -- Shares of the world's largest contract chip manufacturer TSMC fell as much as 3% on Wednesday after Intel said it will greatly...

March 31, 2021 06:42 PM

March 30, 2021

Distributors see increased opportunities from automotive

Media -- Electronics Sourcing - Some distributors say their sales to the automotive supply chain are rising because of semiconductor shortages, rising electronic content in cars and the trend towards electric vehicles.

Automotive...

March 30, 2021 10:50 PM

Semiconductor market grows 10.4% in 2020

Media -- Electronics360 - Memory and microprocessors gained the most during the year.

March 30, 2021 10:49 PM

PC DRAM prices to rise 13-18% in 2Q21, says TrendForce

Media -- DIGITIMES - PC DRAM contract prices, which has grown 3-8% in the first quarter, are forecast to register another sequential growth of 13-18% in the second quarter, according to TrendForce.

March 30, 2021 10:43 PM