Woodstock Wire: Electronics Outlook

October 15, 2018

Chip stocks are getting massacred in October - including AMD - on rising rates, downturn fears

CNBC-Top Business -- Chip stocks are plunging this month as traders react to surging interest rates and concerns over a potential downturn for the semiconductor industry.

October 15, 2018 04:20 PM

UK Authorised Distributors report continuing strong revenue growth in August '18 reflecting positive overall sentiment in the global electronic components industry

Electronics Extra -- Delivering the consolidated August 2018 results returned by his authorised distributor (afdec) members...

October 15, 2018 04:41 AM

October 14, 2018

Private cloud spending is increasing, not decreasing

Enterprise -- Network World News - Once again, IDC has thrown cold water on the notion that enterprises are looking to shut down their data centers and instead...

October 14, 2018 06:57 AM

DRAM and NAND Flash Products to See Price Decline in 4Q18 and 2019 - DRAMeXchange

Enterprise -- Storage Newsletter - According to DRAMeXchange, a division of TrendForce Corp., DRAM products have begun to see a weak price trend, showing only...

October 14, 2018 06:48 AM

October 12, 2018

Intel Study Finds 5G will Drive $1.3 Trillion in New Revenues in Media and Entertainment Industry by 2028

Business Wire -- A new Intel Corporation study finds that 5G communications will drive $1.3 trillion in new revenues in the media and entertainment industry by...

October 12, 2018 05:14 PM

DRAM and NAND flash prices to fall in 2019, says DRAMeXchange

Media -- DIGITIMES - The ASP for DRAM memory is set to start falling in the fourth quarter and continue its downward trend in 2019, while that for NAND...

October 12, 2018 05:08 PM

October 11, 2018

Continued strong growth for UK distributors

Media -- Evertiq - UK Authorised Distributors report continuing strong revenue growth in August '18 reflecting positive overall sentiment in the global...

October 11, 2018 04:55 PM

China, cryptocurrencies drive pure-play foundry growth

Media -- eeNews Europe - The pure-play foundry market will grow to a value of $59.02 billion in 2018, up 7.7 percent from a value of $54.81 billion...

October 11, 2018 04:55 PM

DRAM prices to drop 5 percent

Media -- eeNews Europe - Due to weakening demand DRAMs are in oversupply and prices will drop by 5 percent quarter on quarter in 4Q18, according...

October 11, 2018 04:55 PM

DRAM and NAND Flash Products to See Price Decline in 4Q18 and 2019 due to Gap Between Supply and Demand, Says TrendForce

Business Wire -- The average DRAM price may drop by 15~20% YoY in 2019 due to weak price trend of server DRAM; NAND Flash market would also see price decline.

October 11, 2018 04:23 PM

All good things must come to an end: Economic slowdown on the horizon, predicts Deloitte Economic Advisory

PR Newswire -- Semiconductors - Pace of economic growth decelerating in Canada: After robust 3 per cent growth in 2017, Deloitte expects...

October 11, 2018 04:11 PM

Weekly Global Update for October, 10 2018

Distribution -- TTI MarketEye - 2018 & 2019 World Electronic Supply Chain Growth; Global Semiconductor Sales Increase 14.9% in August; September Purchasing Managers...

October 11, 2018 03:19 PM

October 10, 2018

Global chip market up 15% in August

Media -- eeNews Europe - The global chip market was up 14.9 percent year-on-year in August, according to the Semiconductor Industry Association...

October 10, 2018 06:26 PM

DRAM and NAND Flash products with price decline in 4Q/18 and 2019

Media -- Evertiq - DRAM products have begun to see a weak price trend, showing only a 1~2% QoQ hike in contract prices for 3Q18 due to the continued oversupply,...

October 10, 2018 06:26 PM

Zhen Ding, Career Tech revenues increase in September

Media -- DIGITIMES - Zhen Ding Technology and Career Technology, reportedly among the PCB suppliers for Apple's new iPhones, both have reported strong...

October 10, 2018 06:22 PM

October 09, 2018

ecsn Reports Robust August Sales Performance

Distribution -- Disti Blog - Adam Fletcher, chairman of the Electronic Components Supply Network (ecsn), has reported continuing strong revenue growth in August...

October 09, 2018 03:24 PM

October 08, 2018

Global foundry industry to grow at 6% CAGR in next 5 years, says Digitimes Research

Media -- DIGITIMES - The production value of the global foundry industry is expected to grow by a CAGR of 6.2% to reach US$81.94 billion in 2023, the...

October 08, 2018 05:46 PM

DRAM market braces for slower growth, says IC Insights

Media -- DIGITIMES - The DRAM market is known for being very cyclical and after experiencing strong gains for two years, historical precedence now strongly...

October 08, 2018 05:41 PM

Global server shipments to see CAGR of 14% between 2018-2023, says Digitimes Research

Media -- DIGITIMES - Worldwide server shipments will grow at a CAGR of 14% in the forecast period 2018 to 2023 as demand from social media, e-commerce...

October 08, 2018 05:41 PM

Global semiconductor sales increase 15% in August, says SIA

Media -- DIGITIMES - Worldwide sales of semiconductors reached US$40.16 billion for the month of August 2018, an increase of 14.9% compared to the August...

October 08, 2018 05:38 PM

New IDC Spending Guide Forecasts Worldwide Spending on Security Solutions Will Reach $133.7 Billion in 2022

Think -- IDC - Worldwide spending on security-related hardware, software, and services is forecast to reach $133.7 billion in 2022, according to an new...

October 08, 2018 04:06 PM

Shortages & Price Hikes Leave Supply Chain in Disarray

SupplyChain -- EBN Online - Despite expansion in the electronics industry, the headwinds of tariffs, component shortages and price hikes, are leaving the supply...

October 08, 2018 03:24 PM

Server revenues soar as customers enter refresh cycle

Enterprise -- Computer Dealer News - The hyperscalers of the world have an insatiable appetite for compute power, but the latest IDC server numbers suggest...

October 08, 2018 12:03 AM

October 05, 2018

Report: Overall Economy Expands for 113th Month in a Row

Distribution -- Industrial Distribution - Economic activity in the manufacturing sector expanded in September, and the overall economy grew for the...

October 05, 2018 08:23 PM

For Semiconductor Sales Cycle, Winter is Coming

Distribution -- EPS News - Morry Marshall, Semico Research

"Winter is Coming" is a saying in The North, one of the seven Kingdoms in Westeros, the fantasy kingdom...

October 05, 2018 08:22 PM

October 04, 2018

Ingress Protection: Where and Why It Matters

Distribution -- TTI MarketEye - Electronics are like a grumpy neighbor: Neither can tolerate wet and dirty contaminants (kids) in their enclosures (yards). The...

October 04, 2018 04:17 PM

MLCC Shortages by Case Size: 2018

Distribution -- TTI MarketEye - Over the past 30 years the multilayered ceramic chip capacitor (MLCC) has increased its worldwide production capacity from hundreds...

October 04, 2018 04:15 PM

Weekly Global Update for October, 3 2018

Distribution -- TTI MarketEye - U.S. Electronic Supply Chain August Shipments, Orders & Inventories; Tight Supply of Intel Processors unlikely to ease until...

October 04, 2018 04:14 PM

October 03, 2018

The Rising Demand of Power Management ICs within the Electronic Component Industry

Advanced MP Technology -- The power management integrated circuit market is rapidly expanding due to the continual advancement in technology and large interests in energy...

October 03, 2018 02:46 AM

October 01, 2018

WW Spending on Cloud IT Infrastructure Up 48% Y/Y in 2Q18 Reaching $15.4 Billion - IDC

Enterprise -- Storage Newsletter - According to the International Data Corporation's Worldwide Quarterly Cloud IT Infrastructure Tracker, vendor revenue from...

October 01, 2018 05:44 PM

Worldwide spending on cloud IT infrastructure continues double-digit growth rate in 2Q18, says IDC

Media -- DIGITIMES - Vendor revenues from sales of infrastructure products (server, enterprise storage, and Ethernet switch) for cloud IT, including public...

October 01, 2018 12:39 AM

DRAM prices to fall 5% in 4Q18, says DRAMeXchange

Media -- DIGITIMES - DRAM contract prices are forecast to fall 5% sequentially in the fourth quarter of 2018, according to DRAMeXchange, which estimated...

October 01, 2018 12:37 AM

Tight supply of Intel processors unlikely to ease until 2H19, says Compal president

Media -- DIGITIMES - The ongoing tight supply of Intel's processors is unlikely to ease until the second half of 2019 and will undermine worldwide notebook...

October 01, 2018 12:35 AM

China to account for 90% of pure-play foundry market growth in 2018, says IC Insights

Media -- DIGITIMES - China's pure-play foundry market is expected to increase 51% in 2018, while China's total share of the global pure-play foundry market...

October 01, 2018 12:34 AM

Taiwan August manufacturing production index up on month, year, says MOEA

Media -- DIGITIMES - Taiwan recorded manufacturing production index (2016 as base year) of 112.95 for August 2018, increasing 3.75% on month and 1.85%...

October 01, 2018 12:34 AM

3D NAND accounts for over 60% of global NAND flash bit output

Media -- DIGITIMES - Major NAND flash chip vendors have had over 60% of their production capacities utilize 64/72-layer 3D NAND process technology, helping...

October 01, 2018 12:29 AM

SEMI: 'Industry spending remains solid'

Media -- Evertiq - North America-based manufacturers of semiconductor equipment posted USD 2.24 billion in billings worldwide in August 2018 (three-month...

October 01, 2018 12:27 AM

September 30, 2018

Worldwide Spending on Cloud IT Infrastructure Continued Its Double-Digit Growth Rate in the Second Quarter of 2018, Accounting for Nearly Half of Overall IT Infrastructure Spending, According to IDC

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

September 30, 2018 08:19 AM

September 29, 2018

Intel acknowledges supply issues, will prioritize premium chips

Tech -- TechCrunch - Intel interim CEO Bob Swan issued an uncharacteristically frank letter today, highlighting the company's supply issues. The executive...

September 29, 2018 06:51 PM

September 28, 2018

Weekly Global Update for September 26, 2018

Distribution -- TTI MarketEye - Second Quarter Growth by Sector of Global Electronic Supply Chain; September Flash PMI; World Fab Forecast with Adjusted Semiconductor...

September 28, 2018 09:41 PM

North American Relay Market Sales Up 9% and Bookings Rise 10% for Q1 2018 Versus Q4 2017

Distribution -- TTI MarketEye - Total reported sales for all relay types in North America for the first quarter of 2018 ran 9% more than the previous quarter...

September 28, 2018 09:39 PM

September 27, 2018

Report: Long Trade War Would Hurt U.S. More Than China

Distribution -- Industrial Distribution - A fierce global trade war would hurt the United States economy significantly, making households poorer and destroying...

September 27, 2018 11:48 PM

August Orders for U.S. Durable Goods Jump 4.5 Percent

Distribution -- Industrial Distribution - Orders for long-lasting U.S. factory goods rose at a healthy pace last month, though the increase was mostly driven...

September 27, 2018 11:47 PM

China Will Account for 90% of Pure-Play Foundry Growth in 2018

Distribution -- EPS News - IC Insights' September Update to The McClean Report shows that as a result of a 51% forecasted increase in the China pure-play foundry...

September 27, 2018 03:28 PM

DRAM Prices Head South, Production Capacity to Follow

Distribution -- EPS News - Analysts report that DRAM prices have reached an inflection point and will post lower average selling prices (ASPs) in the fourth...

September 27, 2018 03:27 PM

U.S. Consumer Confidence Rises to 18-Year High in September

Distribution -- Industrial Distribution - U.S. consumer confidence shot up to an 18-year high in September - good news for retailers as the holiday shopping...

September 27, 2018 03:26 PM

September 25, 2018

U.S., China Hike Tariffs as Trade Row Intensifies

Distribution -- Industrial Distribution - China and the United States imposed new tariff hikes on each other's goods Monday and Beijing accused Washington...

September 25, 2018 03:57 PM

September 24, 2018

SiC Chip Demand Surges

Semiconductor Engineering -- Electric vehicles drive up market for silicon carbide power semiconductors, but cost remains an issue.

September 24, 2018 01:18 AM

Intel Goes Back to 22nm for New Chipset to Address Manufacturing Shortage

ExtremeTech -- Intel's tick-tock is moving in reverse as the company maneuvers to get out of a manufacturing crunch.

September 24, 2018 12:57 AM

NAND flash prices healthy, says Longsys

DigiTimes -- NAND flash prices have fallen to "healthy" levels, according to Huabo Cai, chairman for China-based memory module firm Longsys.

September 24, 2018 12:54 AM