Woodstock Wire: Electronics Outlook

February 17, 2020

Coronavirus cases rise as recessions loom in Singapore, Japan

Media -- Reuters - Health - Japan and Singapore appeared to be on the brink of recession on Monday as the coronavirus epidemic disrupted tourism and supply...

February 17, 2020 05:53 PM

5G phone shipments projections cut

Media -- DIGITIMES - Growing concerns that sales of 5G-enabled phones will be lower than expected in the first quarter of 2020 due to coronavirus outbreak...

February 17, 2020 05:23 PM

China LED makers to see weak 1H20 due to outbreak

Media -- DIGITIMES - China-based LED makers who have resumed production in mid-February have only seen 50% of workers return amid the coronavirus outbreak,...

February 17, 2020 05:22 PM

Coronavirus outbreak: Notebook components supply may dry up in March

Media -- DIGITIMES - Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their...

February 17, 2020 05:21 PM

Notebook ODMs running out of components

Media -- DIGITIMES - Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting,...

February 17, 2020 05:06 PM

Data Shows Manufacturing Dips As US Consumer Spending On An Uptick

Media -- PYMNTS.com - A warm January led to utilities dropping 4 percent for the month as Americans reduced their reliance on heat, according to The Wall...

February 17, 2020 04:51 PM

February 16, 2020

Server sales projected to decline 10% due to coronavirus

Enterprise -- Network World News - Global server sales had been projected to grow by 1.2% compared to the most recent quarter, but the chaos wrought by the...

February 16, 2020 04:46 AM

No DRAM or NAND Flash Fab in China Currently Closed or Partially Suspended Operations

Enterprise -- Storage Newsletter - On account of the Wuhan coronavirus outbreak's impact on the global memory industry, investigations from the DRAMeXchange...

February 16, 2020 02:40 AM

February 15, 2020

European Semiconductor Sales Plummet in Q4

Distribution -- Disti Blog - The lack of demand that was visible during the second half of 2019 battered European semiconductor revenues in Q4 according to DMASS.

Sales...

February 15, 2020 10:47 PM

February 13, 2020

Coronavirus afflicts more electronic supply chains

Media -- Evertiq - With the epidemic arriving at dawn of 5G's mainstream deployment phase, the coronavirus has the potential to disrupt the progress of...

February 13, 2020 09:39 PM

The Coronavirus Is Making The Global Economy Sick

Media -- PYMNTS.com - As the newsday ended on Wednesday (Feb. 12), the coronavirus that started in China's Wuhan - now officially named COVID-19 - claimed...

February 13, 2020 07:41 PM

Post-coronavirus rebound to take place in 2H20, SEMI believes

Media -- DIGITIMES - The ongoing coronavirus outbreak has had a negative impact on the world's economy and supply chain, but a rebound should take place...

February 13, 2020 07:40 PM

Top-5 semiconductor firms hold 53% of global wafer capacity

Media -- DIGITIMES - The world's top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, with their combined...

February 13, 2020 07:40 PM

Moore And More

Media -- Semiconductor Engineering - For more than 50 years, the semiconductor industry has enjoyed the benefits of Moore's Law - or so it seemed. In...

February 13, 2020 07:31 PM

Memory industry faces even harsher impact in 2Q20

Media -- DIGITIMES - Challenges arising from the coronavirus outbreak may become severe in the second quarter, according to sources in the memory industry,...

February 13, 2020 07:29 PM

February 12, 2020

Weekly Global Update for February 12, 2020

Distribution -- TTI MarketEye - This weekly global update includes pre-Coronavirus projections (which will be updated accordingly in a future post), revenue...

February 12, 2020 09:32 PM

Outbreak posing mixed impacts on different semiconductor segments in China

Media -- DIGITIMES - The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering...

February 12, 2020 07:34 PM

Global handset sales still face steep fall even if outbreak can be contained by June

Media -- DIGITIMES - China's coronavirus outbreak is set to have far-reaching impacts on the global IT industry and could undermine global demand to a...

February 12, 2020 07:33 PM

February 11, 2020

How the Rising Price of Palladium Could Impact High-Reliability MLCC Markets in 2020

Distribution -- TTI MarketEye - The price of palladium has increased at an alarming rate, and now it is at a level that has not been seen in 25 years.

February 11, 2020 10:37 PM

Coronavirus and Your Global Supply Chain - Part 2 - Rising Panic

SupplyChain -- SCMR Editorial - Some companies are trying to source parts to stock up on inventory, to try to outlast this critical virus period. This in turn,...

February 11, 2020 08:25 PM

Coronavirus Impacts Global High-tech Supply Chains

SupplyChain -- Logistics Viewpoints - Global hi-tech companies are struggling with the impact of the coronavirus. While the mortality rate at 2 percent does...

February 11, 2020 08:24 PM

Chinese semiconductor hub restricts entry of people from seven provinces

Media -- DIGITIMES - As one of China's semiconductor hubs, Wuxi in Jiangsu province has imposed strict entry restrictions on employees from seven provinces...

February 11, 2020 07:11 PM

Countries Brace For Global Economic Impact Of Coronavirus

Media -- PYMNTS.com - Canada Finance Minister Bill Morneau said that the coronavirus is probably going to have a "real" impact on that country's economy,...

February 11, 2020 06:58 PM

Epidemic impacts on supply chains to become clearer in two weeks

Media -- DIGITIMES - Manufacturing plants in China are gradually resuming operations starting February 10, but the following two weeks will be a key observation...

February 11, 2020 06:57 PM

Global server shipments to drop nearly 10% in 1Q20 due to outbreak, says Digitimes Research

Media -- DIGITIMES - Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter...

February 11, 2020 06:21 PM

Outbreak impact on Taiwan industries and exports still uncertain, says MOEA

Media -- DIGITIMES - It is still difficult to assess impact of the coronavirus outbreak on Taiwan's various industries and exports, according to Ministry...

February 11, 2020 06:20 PM

China smartphone sales likely to fall 30% in 2020 due to outbreak

Media -- DIGITIMES - Should the outbreak of the coronavirus in China prolong to June, sales of smartphones in the country would be slashed by about 30%...

February 11, 2020 06:16 PM

PC and server suppliers see sales hit by coronavirus outbreak

Media -- DIGITIMES - China's coronavirus outbreak has significantly undermined local PC and server demand and is expected to affect related upstream suppliers'...

February 11, 2020 05:55 PM

Weekly Global Update for February 5, 2020

Distribution -- TTI MarketEye - This weekly global update includes the U.S. Department of Commerce report on December's Durable Goods, Japan's electronics production...

February 11, 2020 05:44 PM

February 10, 2020

All the ways China's coronavirus outbreak is affecting tech

Tech -- The Verge - The tech sector is currently feeling the impact of the coronavirus, with companies...

February 10, 2020 06:18 AM

iPhone maker Foxconn tells Shenzhen staff not to return to work

Tech -- The Verge - iPhone manufacturer Foxconn has told employees at its Shenzhen HQ not to return to work on February...

February 10, 2020 06:13 AM

Memory chip prices to hit bottom for 2020 in 1Q, says Adata chairman

Media -- DIGITIMES - Memory chip prices will arrive at their lowest levels for 2020 in the first quarter, according to Simon Chen, chairman for memory...

February 10, 2020 05:57 AM

Semiconductor spending declines in 2019, says Gartner

Media -- DIGITIMES - Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices,...

February 10, 2020 03:59 AM

Silicon wafer shipments drop 7% on 2019, says SEMI

Media -- DIGITIMES - Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high, while revenues slipped 2% on year but remained...

February 10, 2020 03:56 AM

Memory contract prices to rise slightly in 1Q20, says DRAMeXchange

Media -- DIGITIMES - DRAMeXchange has reiterated its previous forecast that DRAM and NAND flash memory contract prices for the first quarter of 2020 will...

February 10, 2020 03:56 AM

MLCC, resistor lead time significantly extended on tight supply

Media -- DIGITIMES - The supply of MLCC and resistor chips is getting increasingly tight with delivery lead time stretching significantly, which may soon...

February 10, 2020 01:58 AM

2019 Global silicon shipments dip from 2018 record high

Media -- Evertiq - Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high while revenue remained above the USD 11 billion...

February 10, 2020 01:56 AM

Mobile DRAM demand uncertainty emerges

Media -- DIGITIMES - Mobile DRAM demand for smartphones is likely to disappoint in the first half of 2020, as the coronavirus outbreak may hit sales of...

February 10, 2020 01:54 AM

Chip Industry Had Worst Sales Year Since Dot-Com Bubble Burst

Slashdot -- The semiconductor industry last year suffered its worst annual slump in almost two decades, hurt by a trade war between the largest chip producer,...

February 10, 2020 01:42 AM

Cheap as chips? Not for much longer, analysts reckon, after rough year for memory makers

Enterprise -- The Register - 'It's going to be amazingly OK'

The roller coaster ride that is the semiconductor industry suffered its worst annual slump in...

February 10, 2020 01:26 AM

Johns Hopkins' doctor says new coronavirus is here to stay, expects 'seasonal' outbreaks

Media -- CNBC - Business - "It's going to become a part of our seasonal respiratory virus family that causes disease," Dr. Amesh Adalja said.

February 10, 2020 12:06 AM

February 07, 2020

2019 Global Silicon Shipments Dip From 2018 Record High But Revenue Remained Stable Above $11 Billion, SEMI Reports

Media -- Worldwide silicon wafer area shipments in 2019 declined 7 percent from the 2018 ...

February 07, 2020 10:22 PM

Highlights of the day: Memory prices to rise at slower pace

Media -- DIGITIMES - The coronavirus outbreak is definitely having short-term impacts on the supply chain in China. The memory sector was heading for...

February 07, 2020 09:22 PM

Global semiconductor sales drop 12% in 2019, says SIA

Media -- DIGITIMES - The global semiconductor industry posted sales of US$412.1 billion in 2019, a decrease of 12.1% compared to the 2018 total, according...

February 07, 2020 08:03 PM

How to Minimize Coronavirus Supply Chain Disruption

Distribution -- EPS News - The 2011 tsunami in Japan was one of the forces behind the electronics supply chain's dedication to resilience - the ability to shift...

February 07, 2020 07:09 PM

February 06, 2020

China's eCommerce To Take A Hit From Coronavirus?

Media -- PYMNTS.com - Might eCommerce - in China, yes, but also well beyond that country's borders - be among the casualties of the Coronavirus?

More...

February 06, 2020 07:02 PM

Analyst Reduces iPhone Supply Predictions Due To The Coronavirus

Media -- PYMNTS.com - With concerns that the coronavirus in China will impact the supply of iPhones, Apple analyst Ming-Chi Kuo said his company, TF international...

February 06, 2020 06:34 PM

Smartphone shipments to China to sink over 10% on year in 1Q20, says Digitimes Research

Media -- DIGITIMES - Smartphone shipments to the China market are expected to fall over 10% on year in the first quarter of 2020 affected by seasonality,...

February 06, 2020 02:27 AM

February 05, 2020

China memory production unaffected by Coronavirus

Media -- Evertiq - China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce

February 05, 2020 09:14 PM

5G equipment, networking device suppliers to brace for coronavirus impact

Media -- DIGITIMES - Global 5G chipmakers and networking device suppliers were ready to begin ramping up shipments at the end of 2019 to cash in on the...

February 05, 2020 09:12 PM