Woodstock Wire: Electronics Outlook

July 23, 2021

North American PCB Industry Sales Up 6.3 Percent in June

Aspencore -- EPS News - IPC announced today the June 2021 findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.15.

Total North American PCB shipments in June 2021 were up 6.3 percent compared to the same...

July 23, 2021 05:20 PM

July 22, 2021

Increased Port Congestion Causing Supply Chain Concerns | Weekly News Roundup for July 21, 2021

Distribution -- TTI MarketEye - This week: Elon Musk says Tesla will open its Supercharger network to other EVs; lockdowns and port congestion continue to hamper electronics manufacturing supply chains; recovery signs in medical device manufacturing - and other supply...

July 22, 2021 02:06 AM

July 18, 2021

Chip Shortages May Persist Until 2023, Analysts Say

Aspencore -- EETimes - When Mark Liu, chairman of Taiwan Semiconductor Manufacturing Co. (TSMC), suggested to CBS journalist Leslie Stahl that the global semiconductor shortage may extend through 2022, Liu's comment raised questions about the current steep ramp of...

July 18, 2021 05:50 AM

NAND Flash Contract Prices to Increase by 5-10% QoQ in 3Q21

Aspencore -- EPS News - The recent wave of COVID-19 outbreaks in India has weakened sales of retail storage products such as memory cards and USB drives, according to TrendForce's latest investigations. However, demand remains fairly strong in the main application...

July 18, 2021 05:45 AM

DRAM Price Increases in Q3 May Be Smaller Than Expected

Tech -- ExtremeTech - Good news for anyone anticipating buying DRAM in the next few months. While DRAM prices spiked in Q2 2021 thanks to high demand and limited supply, the bulk of the price increase is thought to be behind us. While Trendforce expects prices...

July 18, 2021 02:45 AM

TSMC expects 11% revenue growth in 3Q21; raises full-year outlook

Media -- DIGITIMES - TSMC expects to post revenues of between US$14.6 billion and US$14.9 billion in the third quarter of 2021, which is an 11% sequential increase at the midpoint. Gross margin and operating margin for the second quarter are estimated at 49.5-51.5%...

July 18, 2021 02:20 AM

July 14, 2021

Intel May Build Chip Facilities Across Europe as Part of $20B Foundry Plan

Tech -- ExtremeTech - Intel is still talking up the potential benefits of an EU partnership as it lobbies European nations to support a new leading-edge foundry facility. The company has pledged to spend $20B on a facility or facilities, with a lifetime investment...

July 14, 2021 03:59 PM

IC Insights: Mainland China's wafer capacity accounts 15.3% globally

Media -- SemiMedia - IC Insights released the latest report yesterday, which lists the global installed monthly wafer capacity from 2021 to 2025 by geographic region. Figure 1 shows the installed capacity by region as of December of 2020. The ROW "region" consists...

July 14, 2021 03:54 PM

DRAM makers negotiating contract prices for 3Q21

Media -- DIGITIMES - DRAM makers are still negotiating contract prices for the third quarter, which are expected to rise at a slower pace, according to industry sources.

July 14, 2021 03:54 PM

Taiwan IC distributors optimistic about 3Q21 sales performance

Media -- DIGITIMES - Taiwan-based IC distributors are set to experience robust sales in the third quarter of 2021, buoyed by persistent demand for MCUs, power management (PWM) ICs, RF chips and other chip solutions for PC, server and networking applications.

July 14, 2021 03:50 PM

Safety Capacitors: A Look at X and Y, and Growth Market Analysis, 2021-2026

Distribution -- TTI MarketEye - We take a collective look at X and Y capacitors in both ceramic and plastic film dielectrics - a market set to grow rapidly for onboard and wireless chargers used in battery electric vehicles and related line voltage markets.

July 14, 2021 03:13 PM

July 13, 2021

DRAM prices for 3Q21 to undergo minor QoQ increase

Media -- Evertiq - As third quarters have typically been peak seasons for the production of various end-products, the sufficiency ratio of DRAM is expected to undergo a further decrease in 3Q21, according to TrendForce's latest investigations.

July 13, 2021 03:51 PM

DRAM prices for 3Q21 to undergo minor QoQ increase

Media -- Evertiq - As third quarters have typically been peak seasons for the production of various end-products, the sufficiency ratio of DRAM is expected to undergo a further decrease in 3Q21, according to TrendForce's latest investigations.

July 13, 2021 03:51 PM

IC materials distributors see clear order visibility through 1Q22

Media -- DIGITIMES - Taiwan-based distributors for IC fabrication and packaging materials have all seen their order visibility extended to the first quarter of 2022, bolstered by a persistent booming semiconductor industry, according to industry sources.

July 13, 2021 03:51 PM

July 12, 2021

Global PC Shipments Up by 45 Percent, Chip Crisis To Persist Till 2nd Half Of 2021: Report

Media -- ElectronicsB2B - ODMs are still facing shortages of key components like power management IC, display driver IC (with display panel) and CPUs Global PC shipments witnessed a 45 percent year-on-year growth reaching up to 75.6 million units in the...

July 12, 2021 03:20 PM

July 11, 2021

Server Supplies Tighten Thanks to Silicon Shortages, Tight CPU Supply

Tech -- ExtremeTech - When Intel hit a rough patch a few years back and couldn't supply enough CPUs to meet demand, the company chose to take a market share hit in the low end of the market to protect its data center business as much as possible. When AMD was...

July 11, 2021 11:00 PM

TSMC posts record revenue for June, 2Q21

Media -- DIGITIMES - TSMC has reported sales results for June and the second quarter of 2021 both hit record highs.

July 11, 2021 10:43 PM

European semiconductor sales up 31.2% YoY

Media -- Evertiq - European semiconductor sales in May 2021 reached USS 3.777 billion, an increase of 31.2% compared to the May 2020 sales, the European Semiconductor Industry Association (ESIA) reports.

July 11, 2021 10:07 PM

Global Semiconductor Sales in May Up 26.2% Year-to-Year

Media -- eBOM - The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $43.6 billion in the month of May 2021, an increase of 26.2% over the May 2020 total of $34.6 billion and 4.1% more than the April 2021 total...

July 11, 2021 09:45 PM

Economic Growth Continues, but Supply Chain Concerns Abound | Weekly News Roundup for July 7, 2021

Distribution -- TTI MarketEye - This week: lack of key components continues to impact electronics manufacturing and other industries; 5G user penetration is expected to reach a milestone soon; Covid restrictions in Malaysia could impact MLCC supplies - and more news...

July 11, 2021 02:23 AM

July 07, 2021

From FinFETs to Nanosheets: ICs Evolve to Keep Pace with 'Moore's Law'

Distribution -- TTI MarketEye - New technologies in transistor design are pushing ICs smaller than ever before - with a range of impacts on device design and capability. Murray Slovick examines nanosheet technology and its potential impact on performance as fabs work...

July 07, 2021 03:00 PM

July 06, 2021

Foxconn Records $48 Billion Sales In Q2 Amid Rising Demand For Consumer Electronics

Media -- ElectronicsB2B - Foxconn said that its consumer electronics division witnessed the strongest sales growth on a year-on-year basis Taiwanese contract electronics manufacturer Foxconn has reported an all-time high second-quarter sales record of about...

July 06, 2021 03:41 PM

Foxconn posts flat revenue growth in 2Q21

Media -- DIGITIMES - Foxconn (Hon Hai) Technology Group saw its revenues amount to NT$1.36 trillion (US$48.65 billion) in the second quarter of 2021, up a slight 0.7% sequentially.

July 06, 2021 03:38 PM

Semiconductor output value to surge over next decade, says Etron chair

Media -- DIGITIMES - The semiconductor industry will be rising in value over the next 10 years, and may break through the US$1 trillion plateau during the forecast period, according to Nicky Lu, chairman of Taiwan's fabless chipmaker Etron Technology.

July 06, 2021 03:38 PM

Taiwan foundries strike 2022, 2023 orders for automotive chips

Media -- DIGITIMES - IC foundries including TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) have signed supply contracts with their automotive customers for orders set to be fulfilled in 2022 and 2023, which is quite unusual...

July 06, 2021 03:33 PM

Notebook chip and component shortage to improve in 4Q21

Media -- DIGITIMES - The ongoing shortage of notebook-use chips, panels and other components is expected to improve substantially in the fourth quarter of 2021, according to Digitimes Research.

July 06, 2021 03:31 PM

Chip shortage causes Ford to slash vehicle production at several plants in July

Media -- CNBC - Business - The automaker said Wednesday it will idle or reduce production at eight plants, including six in the U.S., for varying periods of time into early August.

July 06, 2021 03:22 AM

How and When the Chip Shortage Will End, in 4 Charts

Electronics -- IEEE Spectrum - Historians will probably spend decades picking apart the consequences of the COVID-19 epidemic. But the shortage of chips that it's caused will be long over by then. A variety of analysts agree that the most problematic shortages will...

July 06, 2021 02:18 AM

July 05, 2021

Infineon´╝ÜChip supply still difficult

Media -- SemiMedia - According to Reuters, Infineon CEO Reinhard Ploss said on July 2 that the semiconductor supply chain is still difficult due to remote working and economic recovery after the epidemic has slowed.

July 05, 2021 09:18 PM

July 04, 2021

Understanding the Semiconductor Shortage

Aspencore -- Power Electronics - Semiconductors are core components used within transistors, LED displays, solar cells, and, perhaps most commonly, microchips. Due to the drastically increased demand for microchips across multiple industries, manufacturers are struggling...

July 04, 2021 03:01 AM

EMS Grew 7.5% in 2020 as Industry Reaches $595 Billion

Aspencore -- EPS News - The worldwide contract manufacturing (CM) market experienced an excellent increase in revenue-an estimated 7.1 percent-which is far in excess of the annual worldwide GDP rate of -3.2% as established by the International Monetary Fund in 2020,...

July 04, 2021 03:00 AM

July 03, 2021

Foundries see orders continue pulling in

Media -- DIGITIMES - Pure-play foundries continue to see orders continue pulling in and are encouraged to raise again their quotes in the second half of this year, despite concerns raised recently about a slowdown in end-market demand, according to industry sources.

July 03, 2021 09:59 PM

DRAM revenue increased by 30% year-on-year in Q1 2021

Media -- SemiMedia - According to a recent report by Counterpoint Research, global DRAM revenues rose to $19 billion in Q1 2021, increasing by a solid 30% YoY and 9% QoQ. Distance education and work from home (WFH) continued propelling a substantial demand for...

July 03, 2021 09:06 PM

Automotive IC shortage starts easing

Media -- DIGITIMES - The shortage of automotive chips has begun to ease recently, buoyed by additional capacity support from foundries, according to industry sources.

July 03, 2021 09:02 PM

July 02, 2021

Worldwide IC Market Forecast to Top $500 Billion in 2021

Media -- Design And Reuse - Worldwide IC Market Forecast to Top $500 Billion in 2021

July 02, 2021 03:16 AM

North American PCB Industry Sales Up 9.1 Percent in May

Media -- EDACafe - IPC releases PCB industry results for May 2021

IPC announced today the May 2021 findings from its North American Printed Circuit Board (PCB) ...

July 02, 2021 03:15 AM

June 30, 2021

IC Sales To Top $500 billion in 2021 - And Carry On Growing

Distribution -- Disti Blog - These are unprecedented times for the semiconductor industry. A report from market research company IC Insights predicts sales will top $500 billion in 2021, and that the surge will continue through to 2023 when sales could exceed $600 billion.

Adds...

June 30, 2021 07:03 PM

June 29, 2021

North American EMS Industry up 1.9 Percent in May

Media -- Evertiq - Total North American EMS shipments in May 2021 were up 1.9 percent compared to the same month last year. Compared to the preceding month, May shipments fell 3.9 percent.

June 29, 2021 05:23 PM

MCU prices set to rise in 3Q21

Media -- DIGITIMES - Taiwan-based MCU suppliers are set to raise their chip prices in the third quarter to reflect rising foundry costs and end-market demand driven by work-from-home (WFH) activities.

June 29, 2021 05:22 PM

DRAM, NAND flash prices to rise about 10% in 3Q21

Media -- DIGITIMES - DRAM and NAND flash prices are expected to rise about 10% sequentially in the third quarter of 2021, but the price outlook for the fourth quarter is still uncertain, according to industry sources.

June 29, 2021 05:22 PM

Global DRAM revenue surges 30% in 1Q21, says Counterpoint Research

Media -- DIGITIMES - Global DRAM revenue surged 30% on year and 9% sequentially to US$19 billion in the first quarter of 2021, according to Counterpoint Research. Distance education and work from home (WFH) continued propelling a substantial demand for smartphone...

June 29, 2021 05:21 PM

June 28, 2021

From Cars to Toasters, America's Semiconductor Shortage Is Wreaking Havoc on Our Lives. Can We Fix It?

Media -- Time - Business - "The only operators are the ones in the ceiling," says Chris Belfi, wrapped up in a Tyvek bunny suit, tinted yellow under the photo-safe lights. The robots rush by on overhead tracks, blinking and whirring. Every few seconds, one pauses...

June 28, 2021 06:15 PM

Apple starts pulling in component orders for new iPhones

Media -- DIGITIMES - Apple has started pulling in shipments of passive components needed for the production of its next-generation iPhone devices slated for launch in the latter half of 2021, according to sources from Taiwan's handset supply chain.

June 28, 2021 03:52 PM

Foundries accelerating 28nm process capacity expansions

Media -- DIGITIMES - Foundries including TSMC and UMC, and China's SMIC, have all stepped up their capacity expansions particularly for 28nm process, according to industry sources.

June 28, 2021 03:52 PM

South Korea sees chip exports top US$10 billion in May

Media -- DIGITIMES - South Korea's semiconductor exports grew 24% on year to US$10.1 billion in May 2021, a report by local news agency Newsis quoted data compiled by the country's Ministry of Trade, Industry and Energy (MOTIE) as saying.

June 28, 2021 03:43 PM

June 25, 2021

Lead times for aluminum capacitors prolonged to over 20 weeks

Media -- DIGITIMES - Delivery lead times for aluminum electrolytic capacitors have been prolonged to over 20 weeks, as demand continues to strengthen for applications ranging from power supply units, servers, automotive and GPU to industrial control equipment,...

June 25, 2021 11:12 PM

North American PCB industry sales Up 9.1% in May

Media -- Evertiq - Total North American PCB shipments in May 2021 were up 9.1% compared to the same month last year. Compared to the preceding month, May shipments fell 0.2%.

June 25, 2021 11:08 PM

The chip shortage will likely get worse before it gets better

Tech -- The Verge - One of tech's biggest problems in the past few months has been due to one of its smallest components: chips. Months into the shortage, the effects have spread far beyond the difficulty of...

June 25, 2021 02:25 AM

June 24, 2021

Foundries upcoming capacity expansions could lead to oversupply

Media -- DIGITIMES - Pure-play foundries including TSMC, UMC, Globalfoundries and Powerchip Technology have all outlined their aggressive capacity expansions, which could result in foundry overcapacity after 2023 when new fabs and fabrication lines come online,...

June 24, 2021 04:50 PM

Bloomberg: Lead times for ICs hit record 18 weeks as shortage deepens

Media -- SemiMedia - Bloomberg recently quoted a research report by Susquehanna Financial Group (SIG) that from automakers to consumer electronics, industries with chip shortages will have to wait longer to obtain components because of the extended delay in orders.

June 24, 2021 04:47 PM