Woodstock Wire: Electronics Outlook

Enterprise -- ZDNet Blogs - After a tumultuous 2020, the research agency is predicting that global spending on IT could be in a for a solid recovery in 2021.

Media -- DIGITIMES - Taiwan's IC suppliers still see strong order pull-ins for chips supporting production of 5G phones and Wi-Fi 6 network devices in the fourth quarter of 2020, according to industry sources.

Media -- DIGITIMES - Taiwanese IC design houses have mixed feelings about good sales of the new iPhone series, which could limit sales for 5G Android phones in the short term, according to industry sources.

Media -- ElectronicsB2B - Texas Instruments' fourth quarter outlook is for revenue in the range of $3.41 billion to $3.69 billion Texas Instruments Incorporated (TI) has reported third quarter revenue of $3.82 billion. The company's net income in the quarter...

Media -- DIGITIMES - Replacement demand from the consumer sector, in addition to Chromebooks, will be driving the overall notebook market growth in 2021, according to Acer chairman and CEO Jason Chen.

Media -- eBOM - Output volumes in the three months to October fell at their slowest pace since March 2020, according to the latest CBI quarterly Industrial Trends Survey. Output dropped in 10 out of 17 sub-sectors, with the headline decline driven by the aerospace...

Media -- DIGITIMES - Taiwan-based IC design houses continue to see their downstream clients including distributors stockpile aggressively, and plan to raise their quotes to constrain demand, according to industry sources.

Distribution -- TTI MarketEye - The International Monetary Fund published projections for 2020 and 2021, Europe's manufacturing update and more in the Weekly Global Update.

Media -- Evertiq - SK Hynix has announced today (Oct. 20) that it will acquire Intel's NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for USD 9 billion.

Media -- eBOM - In China, one of the most important national events is the Spring Festival. This annual event-also often referred to as Chinese New Year-falls somewhere between the end of January and the middle of February. In 2021, it is set to begin on February...

Media -- FierceElectronics - TI sees auto semi market bounce back in third quarter

Media -- DIGITIMES - The supply of PC memory chips and devices has already fallen short of demand, with the tight supply unlikely to ease until the first quarter of 2021, according to sources in Taiwan's memory industry.

Media -- DIGITIMES - Intel and SK Hynix have signed an agreement under which the latter would acquire the former's NAND memory and storage business for US$9 billion, according to the companies.

Distribution -- TTI MarketEye - Understanding the impact of natural disasters on the supply chain and building them in a preventative manner.

Media -- ElectronicsB2B - It will exhibit a CAGR of 4.7 per cent during the forecast period One of the biggest challenges facing the semiconductor market growth is the on-going trade war between the United States and China The global semiconductor market...

Enterprise -- CRN - IT research firm expects huge rebound starting in 2021.

Enterprise -- CRN - Gartner, IDC and Canalys reveal shipment numbers for Q3.

Enterprise -- Storage Newsletter - The memory market (including DRAM and NAND flash) is still in a state of oversupply in 4Q20, according to TrendForce, Inc.'s investigations. In light of recent US sanctions vs. Huawei, other smartphone brands have been actively stocking...

Aspencore -- EPS News - Engineers aren't that different from procurement professionals -- they have more to do and less time to do it. And, like purchasing experts, they are happy with their jobs.

More than 1,400 engineers participated in a semi- annual survey conducted...

Aspencore -- EETimes - By the Numbers - Worldwide wafer shipments, as with most global IC market segments, are up and heading for record increases over the next 18 months, according to the latest in a series of rosy forecasts by a semiconductor industry group.

SEMI also...

Tech -- ExtremeTech - PC sales boomed in Q3 2020, driven by massive new demand in the education market and continuing strong sales in business and gaming segments. The coronavirus has fueled a tremendous surge in PC sales throughout 2020. Initially, demand was...

Distribution -- Industrial Distribution - While few outside of Amazon know just how big Amazon Business really is, reliable estimates allow us to compare it against the largest industrial distributors.

Media -- ElectronicsB2B - Global shifts in trade policies, like the US-China face-off, as well as the pandemic that has shown that dependence on one country for electronics raw materials can be a dangerous strategy, have given India a chance to step up....

Media -- EDACafe - Decadal Plan calls for $3.4 billion annually in federal R&D funding to address seismic shifts in chip technology and pave way for emerging ...

Media -- ElectronicsB2B - IoT constitutes a major part of trade with US$800 Billion "India should focus on the component segment of IoT to up its global electronics trade market share of 3.3%" Currently, the electronics and hardware manufacturing industry...

Distribution -- TTI MarketEye - An update on Europe and U.S. environmental directives for materials.

Media -- DIGITIMES - TSMC expects to post revenues of between US$12.4 billion and US$12.7 billion in the fourth quarter of 2020, which is a 3.4% sequential increase at the midpoint. Gross margin and operating margin for the third quarter are estimated at 51.5-53.5%...

Media -- DIGITIMES - Apple's new 5G smartphone series is expected to see significant sales momentum, with shipments for iPhone 12 devices standing a chance of hitting as many as 80 million units by the end of 2020, although the US vendor is looking to build an...

Media -- DIGITIMES - The adoption of GaN-based fast charging devices among smartphones and other consumer technology products is expected to grow rapidly starting 2021, according to industry sources.

Media -- DIGITIMES - Global silicon wafer shipments are set to increase 2.4% on year in 2020 after falling 6.9% in 2019, with growth continuing in 2021 and 2022, according to SEMI.

Distribution -- TTI MarketEye - A look at rising PMIs, the market in China and Taiwan, a decline in North American PCB sales and more in the Weekly Global Update.

Distribution -- TTI MarketEye - Exploring the different types of in-demand capacitors for Power Factor Correction (PFC).

Media -- DIGITIMES - Despite a continued rally in memory spot market prices, channel distributors in China continue to see disappointing SSD and DRAM module sales, according to sources at memory module makers.

Media -- DIGITIMES - Many IC components have been in short supply due to insufficient foundry support. Now foundry houses are asking their fabless IC clients to book well in advance for capacity for 2021 to make sure they have enough support. The components shortages...

Media -- Evertiq - Global silicon wafer shipments are set to increase 2.4% year-over-year in 2020, with growth continuing in 2021 and shipments reaching a record high in 2022, SEMI reported today in its annual silicon shipment forecast for the semiconductor industry.

Media -- DIGITIMES - Taiwan-based IC design houses are being advised by their foundry partners to place orders for 2021 in advance to ensure sufficient capacity, according to industry sources.

Aspencore -- EETimes - The COVID-19 pandemic has pushed our economy and its participants to a stress level we've only seen a small handful of times throughout recorded history - the last being the Great Depression nearly 90 years ago. According to data from the International...

Business Wire -- The traditional PC market (desktops, notebooks, and workstations) grew 14.6% year over year to 81.3 million units in Q3 2020, according to IDC.

Media -- DIGITIMES - DRAM chipmaker Nanya Technology has reported net profit of NT$1.61 billion (US$56.4 million) for the third quarter of 2020, down 49.9% on quarter and 26.9% on year. EPS for the quarter came to NT$0.52.

Media -- DIGITIMES - Thanks to the coronavirus pandemic, Apple's overall iPad shipments are likely to experience an over 20% on-year growth in 2020, according to sources citing the supply chain's estimation.

Media -- DIGITIMES - Taiwan-based IC design houses are expected to enjoy a particularly robust fourth-quarter 2020, thanks to a strong pull-in of short lead-time orders from their China-based clients, according to industry sources.

Infosec -- TripWire - The State of Security - "Gartner projections show the growth in cybersecurity spending is slowing. Cybersecurity grew at 12% (CAGR) in 2018, and it is projected to decline to only 7% (CAGR) by 2023. Gartner clients are also reporting that after...

Media -- DIGITIMES - Pure-play foundries United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) both enjoyed another quarter of record-high revenue in the third quarter of 2020.

Media -- DIGITIMES - IT component shipments are expected to grow in the fourth quarter of 2020 thanks to stable demand from stay-at-home activities and seasonality, according to sources from the upstream supply chain.

Media -- DIGITIMES - Memory spot prices have been rising with the rally set to continue until at least the end of October 2020, according to Simon Chen, chairman for memory module house Adata technology.

Enterprise -- SiliconANGLE - Gartner Inc. has some welcome news for data center infrastructure vendors today, publishing a forecast that predicts spending in the industry to grow 6% globally next year. The growth will come as a result of businesses rebounding from...

Media -- Electronics Sourcing - James Carbone, contributing editor



However, the analog chip market will bounce back in 2021 as both demand and prices increase.



Buyers can expect declining prices for analog ICs for the rest of the year and into 2021 because of overall...

Media -- DIGITIMES - TSMC saw its September revenue hit a record high for the second consecutive month.

Media -- DIGITIMES - Passive component specialists Yageo and Walsin Technology have both seen their capacity utilization rates stay above 80%, and are confident they will see on-year shipment growths in fourth-quarter 2020, according to industry sources.

Media -- Evertiq - The new World Robotics 2020 Industrial Robots report presented by the International Federation of Robotics (IFR) shows a record of 2.7 million industrial robots operating in factories around the world - an increase of 12%.