Woodstock Wire: Electronics Outlook

August 20, 2018

US businesses warn Trump the next China tariffs are going to cost Americans from cradle to grave

CNBC-Top Business -- U.S. businesses have a message for Trump: new China tariffs on $200 billion of goods will force Americans to pay more for items they use throughout...

August 20, 2018 03:49 PM

3D NAND Flash Wars Begin

Semiconductor Engineering -- Market overcrowding, more efficient manufacturing, and growing list of scaling issues create a challenging competitive landscape.

August 20, 2018 03:41 PM

GlobalWafers, Wafer Works continue to enjoy strong silicon wafer demand

DigiTimes -- GlobalWafers has seen customers pay in advance to secure enough silicon wafers beyond 2021, while fellow company Wafer Works has landed orders...

August 20, 2018 03:35 PM

Global mobile DRAM sales hit record high in 2Q18, says DRAMeXchange

DigiTimes -- Mobile DRAM revenues amounted to about US$8.87 billion in the second quarter, up 5.1% sequentially and hitting a record high, according to DRAMeXchange.

August 20, 2018 03:35 PM

Flash Memory Prices Could Be Headed for Collapse

ExtremeTech -- NAND prices could be poised to crater over the next twelve months, slashing the cost of new SSDs.

August 20, 2018 01:21 AM

Global DRAM sales to top US$100 billion in 2018, says IC Insights

DigiTimes -- The DRAM market is expected to be the largest of all IC product categories in 2018, repeating the ranking it held last year, according to IC...

August 20, 2018 01:15 AM

DRAM prices to weaken in 4Q18, says DRAMeXchange

DigiTimes -- DRAM suppliers have begun to negotiate with their clients contract prices for the fourth quarter since the middle of August, according to DRAMeXchange,...

August 20, 2018 01:15 AM

August 19, 2018

Global semiconductor sales hit record in 2Q18, says SIA

DigiTimes -- Worldwide sales of semiconductors reached US$117.9 billion during the second quarter of 2018, up 6% sequentially and 20.5% on year, according...

August 19, 2018 11:43 PM

NAND flash market remains in oversupply

DigiTimes -- The global NAND flash market remained in oversupply in the second quarter of 2018, though the market posted a 3.5% sequential increase in revenues,...

August 19, 2018 11:42 PM

TSMC sees pickup in orders for mining ASICs

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) and its design services partners have recently seen orders for cryptocurrency mining chips...

August 19, 2018 11:42 PM

China new fabs to join competition for foundry orders in late 2018

DigiTimes -- As most of the 12-inch wafer foundry fabs built in China in 2016-2017 will kick off commercial run in late 2018, China's combined monthly foundry...

August 19, 2018 11:41 PM

Foxconn 2Q18 revenues reach new historical high, but net profits plunge to 5-year low

DigiTimes -- Foxconn Electronics (Hon Hai Precision Industry) has announced consolidated revenues of NT$1.07 trillion (US$34.43 billion) for the second quarter...

August 19, 2018 11:41 PM

DRAM output value hits record high in 2Q18, says DRAMeXchange

DigiTimes -- The global DRAM memory industry's output value grew 11.3% sequentially to record-high US$25.69 billion in the second quarter of 2018, according...

August 19, 2018 11:41 PM

TSMC posts increased July revenues

DigiTimes -- Pure-play foundry Taiwan Semiconductor Manufacturing Company (TSMC) has announced consolidated revenues of NT$74.37 billion (US$2.41 million)...

August 19, 2018 11:38 PM

In a first-ever public peek at its roadmap, Arm touts laptop chips that will outmatch Intel's

BGR -- Arm wants to get inside your laptop. For the first time, the company has published its product roadmap that covers the next two years and showcases...

August 19, 2018 10:58 PM

NAND Flash Revenue Rose by 3.5% Q/Q in 2Q18 - TrendForce

Enterprise -- Storage Newsletter - DRAMeXchange, a division of TrendForce Corp., reports that the global NAND Flash market has stayed in oversupply since the...

August 19, 2018 10:29 PM

Keeping a Step Ahead

Distribution -- TTI MarketEye - How does the world's number one country in semiconductor technology stay on top in a market where competitors are quick to imitate...

August 19, 2018 03:35 AM

August 16, 2018

Gartner Says IT Security Spending to Hit $124B in 2019

Infosec -- Dark Reading - Global IT security spending will grow 12.4% in 2018 and another 8.7% in 2019.

August 16, 2018 04:20 PM

August 14, 2018

Weekly Global Update for August 15, 2018

Distribution -- TTI MarketEye - July sales were just reported for Taiwan-listed electronics companies, many of which manufacture in China.

• OEM sales in...

August 14, 2018 04:15 PM

August 13, 2018

Tap into the Promise of Brazil's e-Commerce Opportunity

SupplyChain -- EBN Online - Brazil offers a huge opportunity for electronics OEMs, offering skyrocketing e-commerce sales.

August 13, 2018 04:43 PM

June Manufacturing Technology Orders Up 5% YoY, Up 22% YTD

Distribution -- Industrial Distribution - The Association for Manufacturing Technology said that with another strong month in June, it doesn't seem...

August 13, 2018 04:41 PM

DRAM Sales Forecast to Top $100 Billion This Year with 39% Market Growth

Design and Reuse -- DRAM Sales Forecast to Top $100 Billion This Year with 39% Market Growth

August 13, 2018 05:15 AM

US IC firms may see China revenue prospects dimmed by trade war

DigiTimes -- Semiconductor and some high-tech hardware are among the product list facing 25% import tariff announced by the US on US$16 billion in imports...

August 13, 2018 03:56 AM

Haicang District taking off in bid to become China chip hub

DigiTimes -- The IC industry has become strategically important and many countries around the world are putting full efforts toward the sector in recent years....

August 13, 2018 03:54 AM

China Smartphone Units Drop by 6% YoY while Average Selling Prices Grow by 15% in 2Q18, IDC Reports

Think -- IDC - According to preliminary data of the IDC Quarterly Mobile Phone Tracker, the Chinese smartphone market shipped...

August 13, 2018 03:23 AM

U.S. Small-Business Owners' Optimism at Record High

Life -- Gallup Headlines - The Wells Fargo/Gallup Small Business Index finds that optimism among small-business owners is at its highest level since...

August 13, 2018 12:45 AM

August 12, 2018

Electronic Shortages Bad & Getting Worse

SupplyChain -- EBN Online - Everything from capacitors to hard disk drives is in short supply. There's no end in sight.

August 12, 2018 03:07 AM

August 08, 2018

Component Shortages Continue; Arrow Sees Lead Times Stabilise

Electronics Distribution News -- Distributors continue to help cushion customers from the effects of components shortages, though there are signs of a softening market. Addressing...

August 08, 2018 05:25 PM

TSMC says it recovers 80 percent of capacity after virus shuts down plants

Enterprise -- ZDNet Blogs - The chipmaker said: "This virus outbreak occurred due to misoperation during the software installation process for a new tool."

August 08, 2018 03:27 PM

New laptops may see more storage as SSD prices expected to fall through 2019

Tech -- Digital Trends - The cost of SSDs could continue to fall through to next year as oversupply of NAND Flash memory reaches new heights. That could...

August 08, 2018 04:28 AM

August 07, 2018

Weekly Global Update for August 8, 2018

Distribution -- TTI MarketEye - July PMI Indices show Slower Manufacturing Growth; 2Q'18 Global Electronic Supply Chain Growth; U.S. 2Q'18 Growth Remained Strong;...

August 07, 2018 10:06 PM

North American Switch Market Sales Rose 5% and Bookings Up 7% for 2017 Vs 2016

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q4 of 2017 were 5% above the previous quarter and 12% better...

August 07, 2018 10:05 PM

TSMC expects virus incident to inflict 3% loss in 3Q18 revenues

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has disclosed that a computer virus stalling part of its production over the weekend is expected...

August 07, 2018 04:20 PM

August 06, 2018

Tablets Shipments Continue to Decline, Down 13.5% as Apple and Huawei Are the Only Top Companies Showing Growth in the Second Quarter, According to IDC

Think -- IDC - The worldwide tablet market declined 13.5% during the second quarter of 2018 (2Q18) as global shipments fell to 33 million, according to...

August 06, 2018 03:01 AM

NAND flash contract price decline to continue, says DRAMeXchange

DigiTimes -- NAND flash contract prices will keep falling in the second half of 2018 due to the market oversupply and disappointing demand, according to DRAMeXchange.

August 06, 2018 01:59 AM

Silicon wafer shipments set another record high

DigiTimes -- Worldwide silicon wafer area shipments reached their highest levels for the second consecutive quarter in the second quarter of 2018, according...

August 06, 2018 01:59 AM

Gartner Says Worldwide IaaS Public-Cloud Services Market Grew 29.5 Percent in 2017

Enterprise -- The Data Center Journal - The worldwide infrastructure as a service (IaaS) market grew 29.5 percent in 2017 to total $23.5 billion, up from $18.2...

August 06, 2018 01:27 AM

Foundries seeing chip demand for Android phones slow down

DigiTimes -- While Taiwan Semiconductor Manufacturing Company (TSMC) is expected to ramp up shipments of new-generation iPhone CPUs starting in September,...

August 06, 2018 12:47 AM

Tight supply of MOSFET may ease in mid-2019

DigiTimes -- The ongoing tight supply of MOSFET chips may last at least until mid 2019 though shortages of some key upstream materials have started to see...

August 06, 2018 12:47 AM

August 05, 2018

Cheap NAND nasty: Flooding market with chips threatens prices

Enterprise -- The Register - Risk of a flash glut rises as fab output increases

Analysis NAND oversupply is becoming a distinct possibility - with an increasing...

August 05, 2018 10:43 PM

NAND gluttons rush forward, slay market prices with too much kit

Enterprise -- The Register - Risk of a flash memory glut rises with fab output increases

Analysis NAND oversupply is becoming a distinct possibility - with...

August 05, 2018 10:42 PM

Pax8: The Strength Of Street Knowledge

Enterprise -- CRN - Six years ago, Pax8 CEO John Street set out to change the distribution model. Today, the cloud distributor has 4,000 partners and grew...

August 05, 2018 10:40 PM

IC foundries seeing 8-inch fab capacity remain tight

DigiTimes -- IC foundries have seen their 8-inch fabs run at full utilization, but order visibility for their 12-inch fab capacity is becoming unclear, according...

August 05, 2018 06:46 AM

TI Reports 2Q18 Revenue Up 9%, Net Income Up 33%

PowerPulse.Net -- Texas Instruments Incorporated reported second-quarter revenue of $4.02 billion, net income of $1.41 billion and earnings per share of $1.40....

August 05, 2018 05:58 AM

UMC expects flat shipment growth in 3Q18

DigiTimes -- United Microelectronics (UMC) expects its wafer shipments to register flat sequential growth in the third quarter with a marginal increase in...

August 05, 2018 05:52 AM

DRAM industry likely to face oversupply in 2019

DigiTimes -- While the global DRAM market still remains robust currently, the recent capacity ramps by Micron Technology and the planned kick-off of commercial...

August 05, 2018 05:52 AM

August 03, 2018

Lead is now an SVHC - Implications for Manufacturers + Prop 65 & RoHS

Distribution -- TTI MarketEye - On June 27 the European Chemicals Agency (ECHA) announced that it had added ten substances to the Candidate List of Substances...

August 03, 2018 06:55 PM

International component makers strategically hike quotes

DigiTimes -- Global tech supply chains have seen overwhelming price hikes in 2018, ranging from DRAM, silicon wafer, and passive components to discrete devices...

August 03, 2018 04:42 PM

Foxconn hiring more workers for new iPhones, says paper

DigiTimes -- Foxconn Electronics (Hon Hai Precision Industry) is offering extra bonuses in its bid to hire more workers for its plants in Zhengzhou, China,...

August 03, 2018 12:08 AM

August 02, 2018

Using Predictive Analytics and Big Data to Model Parts Shortages in Passive Electronic Components

Distribution -- TTI MarketEye - Investing in the Electronic Component Supply Chain Requires a Basic Understanding of Past Cycles. In this Marketeye Article,...

August 02, 2018 05:18 PM