Woodstock Wire: Electronics Outlook

October 17, 2019

2Q/2019: Memory business is approaching bottom

Media -- Evertiq - "Combined DRAM and NAND revenue was USD 25.4 billion in 2Q/2019, down 5% from Q1 and down 39% year-over-year as sluggish demand and...

October 17, 2019 04:17 PM

Weekly Global Update for October 16, 2019

Distribution -- TTI MarketEye - Purchasing Managers Indices - Leading Indicators by Country & Region; U.S. August "Factory Orders" - Electronics Related Shipments,...

October 17, 2019 03:16 PM

October 15, 2019

Taiwan chipmaking industry gearing up for next stage growth

Media -- DIGITIMES - Taiwan's chipmaking industry, led by TSMC, is gearing up to enter its next stage of growth as chip demand for 5G applications is...

October 15, 2019 03:13 PM

Consumer spending on technology to rise by 5.3% in 2019

Media -- Electronics360 - Despite some segments of the electronics industry struggling.

October 15, 2019 04:23 AM

Ecodesign, RoHS and More: The EU Goes on a Tear

Distribution -- TTI MarketEye - As this European Commission winds down, loose ends are being closed and a substantial set of regulatory requirements are being...

October 15, 2019 03:04 AM

October 14, 2019

Traditional PC Market Continues to Grow Despite Issues in the Supply Chain, According to IDC

Think -- IDC - Worldwide shipments of traditional PCs, comprised of desktops, notebooks, and workstations, reached 70.4 million units in Q3 2019, according...

October 14, 2019 04:13 PM

TSMC 16nm production lead time stretched

Media -- DIGITIMES - TSMC has already seen its 16nm chip supply fall short of demand, with longer delivery lead times, according to sources at IC design...

October 14, 2019 03:30 PM

Global semiconductor market revenue forecast to rebound to 5.9% growth in 2020

Media -- DIGITIMES - The semiconductor industry is undergoing a brutal downturn in 2019 - a drop so powerful that it can only be ended by an even more...

October 14, 2019 03:30 PM

October 13, 2019

5G All Set To Rebound Semiconductor Industry In 2020

Media -- ElectronicsB2B - The global semiconductor market will bounce back to 5.9 per cent in 2020 reaching $448 billion By 2035, 5G technology...

October 13, 2019 10:03 PM

Consumer Tech Spending To Grow More Than 5 Pct This Year

Media -- PYMNTS.com - Spending on technology is expected to keep rising, and is projected to reach $1.69 trillion this year, which is 5.3 percent higher...

October 13, 2019 09:52 PM

Worldwide PC Shipments Grew 1.1 Per Cent in Q3 of 2019: Gartner

Media -- ElectronicsB2B - 68 million units shipments were sold in the third quarter of 2019 Neither the Intel CPU shortage nor the US-China trade...

October 13, 2019 09:40 PM

IoT: The technology that will impact all industries

Media -- ElectronicsB2B - It's been estimated that about US$ 130 billion worth of new monetisation avenues have been created due to IoT-related...

October 13, 2019 09:37 PM

October 11, 2019

Weekly Global Update for October 9, 2019

Distribution -- TTI MarketEye - Purchasing Managers Indices - Leading Indicators by Country & Region; U.S. August "Factory Orders" - Electronics Related Shipments,...

October 11, 2019 02:21 AM

October 09, 2019

Taiwan sees significant rise in chipmaking equipment imports

Media -- DIGITIMES - Taiwan's imports of semiconductor equipment shot up 65.1% on year to US$2.5 billion in September and surged 32.2% to US$15.5 billion...

October 09, 2019 03:54 PM

DRAM prices to rebound in 1Q20, says Nanya president

Media -- DIGITIMES - Bolstered by stable shipment increases, DRAM prices are likely to rebound in the first quarter of 2020 at the earliest after staying...

October 09, 2019 03:54 PM

TSMC posts record 3Q19 revenues

Media -- DIGITIMES - Pure-play foundry TSMC saw its third-quarter revenues beat the guidance given in July. The results also hit a quarterly record.

October 09, 2019 03:54 PM

UMC September revenues down, VIS up

Media -- DIGITIMES - United Microelectronics (UMC) saw its September revenues decline 17.9% sequentially, while revenues at Vanguard International Semiconductor...

October 09, 2019 03:53 PM

Some semi recovery seen in late 2020 thanks to 5G

Media -- FierceElectronics - 2019 is turning out to be worst year for chips in a decade

October 09, 2019 03:49 PM

US manufacturing sector faces 'workforce crisis', says Manufacturing Institute

Media -- Robotics and Automation News - The US is facing a "workforce crisis", according to the Manufacturing Institute. The Institute, and the education...

October 09, 2019 04:19 AM

Rising Metals Prices Are Impacting Passive Component Production Costs in 2019

Distribution -- TTI MarketEye - MLCC and thick film chip resistor manufacturers are experiencing price increases in feedstock metals as they enter the fourth...

October 09, 2019 04:07 AM

October 08, 2019

MLCC makers may return to growth track in 2020 on 5G demand

Media -- DIGITIMES - Driven by growing demand for 5G applications, Taiwan MLCC suppliers are managing to gradually lower their inventory levels and possibly...

October 08, 2019 05:33 PM

GlobalWafers 4Q19 sales likely to stay flat

Media -- DIGITIMES - Silicon wafer supplier GlobalWafers is expected to see its fourth-quarter revenues stay flat on quarter, following a 2.7% sequential...

October 08, 2019 05:29 PM

Global smartphone shipments to grow at a CAGR 3.8% in 2019-2024, Digitimes Research says

Media -- DIGITIMES - Global smartphone shipments are expected to grow at a CAGR of 3.8% during a 5-year forecast period from 2019~2024, driven by replacement...

October 08, 2019 05:09 PM

Worldwide server shipments to see CAGR of 6.5% from 2019-2024, says Digitimes Research

Media -- DIGITIMES - The server industry is having a weak 2019 due to high inventory levels at clients, but global server shipments are expected to grow...

October 08, 2019 04:51 PM

October 06, 2019

Asia Pacific a Highly Lucrative Wide Band Gap Semiconductor Market: Report

Media -- ElectronicsB2B - China dominated the wide band gap semiconductor market in Asia Pacific in 2018 The wide band gap semiconductor market...

October 06, 2019 03:52 AM

As Unemployment Hits Fresh Low, Signs That US Economy Is Cooling

Media -- PYMNTS.com - The headline numbers trumpet that the unemployment rate is at a 50-year low. But the latest data points show a more mixed picture...

October 06, 2019 03:49 AM

October 05, 2019

European Switch Market Up 2%, Bookings 2% Lower Than Previous Year

Distribution -- TTI MarketEye - The total reported sales for all switch types in Europe for Q4 of 2018 were unchanged from the previous quarter and 12 percent...

October 05, 2019 01:12 AM

October 04, 2019

Avnet -9% as TI ends relationship

Seeking Alpha -- Avnet (NASDAQ:AVT) says Texas Instruments (NASDAQ:TXN) plans to end its distribution relationship by the end of CY20.

October 04, 2019 05:29 PM

TSMC to post record 2019 revenues

Media -- DIGITIMES - TSMC is expected to see its third-quarter revenues rise and post another sequential revenue increase in the fourth quarter. The anticipated...

October 04, 2019 04:10 PM

Demand for sub-6 GHz 5G chips to gain momentum

Media -- DIGITIMES - Global demand for 5G chips supporting the sub-6 GHz standards is likely to gain momentum as telecom operators in China, which has...

October 04, 2019 04:10 PM

PC DRAM contract prices stabilised in August

Media -- Evertiq - The global market research firm TrendForce reports that the average contract price of 8GB PC DRAM modules remained constant at USD...

October 04, 2019 03:59 PM

October 03, 2019

Weekly Global Update for October 2, 2019

Distribution -- TTI MarketEye - September "Flash" Purchasing Managers Data; August U.S. Electronics Shipments & Orders; Japan Update; PC Vendors Brace for Intel...

October 03, 2019 03:40 PM

October 02, 2019

IHS Markit U.S. Manufacturing PMI(tm)

Business Wire -- September PMI data indicated a marginally faster rate of improvement in the health of U.S manufacturing, though the overall picture remained...

October 02, 2019 06:11 PM

Global semiconductor sales down 15.9% YoY in August

Media -- Evertiq - The Semiconductor Industry Association (SIA) says that worldwide sales of semiconductors were USD 34.2 billion in August 2019, a decrease...

October 02, 2019 05:16 PM

Total wafer shipments to drop 6% in 2019

Media -- Evertiq - Total wafer shipments in 2019 are expected to decline 6% from last year's historic high, with growth resuming in 2020 and shipments...

October 02, 2019 05:03 PM

Electronics Industry Contracts; U.S. Factory Gauge Hits 10-Year Low

Distribution -- EPS News - U.S. factory activity in September contracted for the second consecutive month to reach its lowest level since June 2009-the end of...

October 02, 2019 03:31 PM

October 01, 2019

ChipMOS, OSE to see 4Q19 revenues surge on flash chips demand

Media -- DIGITIMES - NAND and NOR flash demand for TWS devices, gaming consoles and smartphones has been rising along with the approaching of traditional...

October 01, 2019 04:32 PM

Global Semiconductor Sales Down 15.9 Percent Year-to-Year in August

Media -- Design And Reuse - Global Semiconductor Sales Down 15.9 Percent Year-to-Year in August

October 01, 2019 04:31 PM

Ray of hope for chips: two months of increased sales

Media -- FierceElectronics - The Americas saw chip sales down 29% in August over a year prior

October 01, 2019 04:20 PM

September 30, 2019

Passive components market to see 5G-driven rebound in 2020

Media -- DIGITIMES - The market for passive components is likely to bottom out in the fourth quarter of 2019 and gradually rebound on 5G commercialization...

September 30, 2019 05:16 PM

NAND flash prices to rise 10% in 4Q19

Media -- DIGITIMES - With suppliers cutting back production and end-market demand picking up on seasonality, NAND flash contract prices have stopped falling...

September 30, 2019 05:13 PM

Cloud IT Infrastructure Revenues Decline in Q2 2019 Amid a Slow Down in Overall Spending, According to IDC

Think -- IDC - According to the IDC Worldwide Quarterly Cloud IT Infrastructure Tracker, vendor revenue from sales of IT infrastructure products (server,...

September 30, 2019 02:33 AM

Worldwide Smart Home Devices Forecast to Maintain Steady Growth Through 2023, Says IDC

Think -- IDC - The worldwide market for smart home devices is expected to grow 23.5% year over year in 2019 to nearly 815 million device shipments, according...

September 30, 2019 02:24 AM

September 29, 2019

Supercharging EV Component Choice

Distribution -- TTI MarketEye - As impressive as the advances in consumer electric vehicles (EVs) have been, even more exciting advances in EV charging technology...

September 29, 2019 03:11 AM

September 27, 2019

DRAM contract prices stop falling

Media -- DIGITIMES - Contract prices for DRAM held flat in August 2019, with prices for 8GB PC DRAM modules averaging US$25.50, according to DRAMeXchange.

September 27, 2019 04:41 PM

TSMC 16nm, 12nm and 10nm chip supply becomes tight

Media -- DIGITIMES - In addition to its tight 7nm chip supply, with delivery lead times extending to over six months, pure-play foundry TSMC has seen...

September 27, 2019 03:53 PM

Global device shipments to decline 3.7% in 2019, says Gartner

Media -- DIGITIMES - Worldwide shipments of devices - PCs, tablets and mobile phones - will decline 3.7% in 2019, according to Gartner.

September 27, 2019 03:53 PM

Smartphone sales to drop 3.2% for all of 2019, Gartner says

Media -- FierceElectronics - 5G will help smartphones rebound in 2020, as carriers gradually add 5G services, according to Gartner.

September 27, 2019 03:44 PM

Weekly Global Update for September 25, 2019

Distribution -- TTI MarketEye - Major Electronics Companies - 2Q'19 Performance; N American Semiconductor Equipment Industry August 2019 Billings; China's PCB...

September 27, 2019 02:49 PM