Woodstock Wire: Electronics Outlook

Media -- Design And Reuse - Gartner Says Worldwide Semiconductor Revenue Grew 10.4% in 2020

Media -- DIGITIMES - Persistently strong demand for MOSFET chips and niche-type DRAM have kept backend specialists including Walton Advanced Engineering, ChipMos Technologies and GEM Services running at capacity utilization of over 90% with order visibility through...

Business Wire -- Worldwide IT spending is projected to total $4.1 trillion in 2021, an increase of 8.4% from 2020, according to the latest forecast by Gartner, Inc. The source of funds for new digital business initiatives will more frequently come from business departments...

Media -- Robotics and Automation News - The Semiconductor Industry Association (SIA) is to meet with officials in the administration of newly elected president of the United States, Joe Biden, to discuss the ongoing global shortage in chips, which is affecting...

Media -- DIGITIMES - Server components including ICs, passive components, cables and chassis have seen supply growing tighter in the second quarter, according to sources from the server supply chain.

Media -- DIGITIMES - MLCC and chip resistor specialists Yageo and Walsin Technology both saw their revenues for the first quarter of 2021 come to high levels compared to the same period in previous years.

Distribution -- TTI MarketEye - This week: Electronics are driving manufacturing growth; Samsung and others bet big on flexible mobile devices; Taiwan plans to electrify its bus fleet; a new wave of military communications and defense satellites - and more headlines...

Media -- Evertiq - Total semiconductor unit shipments, which include integrated circuits as well as optoelectronics, sensor/actuator, and discrete (O-S-D) devices, are forecast to rise 13% in 2021, to 1,135.3 billion (1.1353 trillion) units to set a new all-time...

Media -- DIGITIMES - Foxconn Electronics (Hon Hai) has reported consolidated revenues climbed 44.5% on year to NT$1.34 trillion (US$47 billion) in the first quarter of 2021, which came within the company's guidance range.

Media -- DIGITIMES - Despite recent speculation about decreasing demand from Apple for semiconductor manufacturing services, the latest news from the supply chain has indicated TSMC will start shipping chips for the next-generation iPhones by the end of May ahead...

Media -- SemiMedia - According to CNBC reports, CEO Tom Caulfield said in a recent interview that GlobalFoundries plans to invest US$1.4 billion in its chip factories this year and may double this investment next year.

Media -- eBOM - The Semiconductor Industry Association (SIA) today submitted comments to the U.S. Department of Commerce in response to President Biden's executive order on securing America's critical supply chains. The submission highlights the importance of...

Media -- Electronics Sourcing - TTI's director mil/aero connectors, Kenny Vigil and business development manager, Steve Brahosky, explore trends impacting military-grade circular connector design and selection.

Military-spec D38999 circular connectors are used...

Media -- Evertiq - European semiconductor sales in February 2021 reached USD 3.482 billion, an increase of 6.8% versus the same month one year ago, the European Semiconductor Industry Association. (ESIA)

Media -- SemiMedia - The Semiconductor Industry Association (SIA) today announced global semiconductor industry sales were $39.6 billion for the month of February 2021, an increase of 14.7% over the February 2020 total of $34.5 billion, but 1.0% less than the...

Distribution -- TTI MarketEye - Thick film chip resistors are one of the most challenging electronic components to produce. In the current turbulent economy, spikes in price for ruthenium metal and the resulting cost pressure on these resistors is one of the most significant...

Tech -- The Verge - From consoles to cars, it seems like everyone is having a hard time getting enough chips

Enterprise -- The Register - And drought in Taiwan threatens supply. Good news for firm's wallet, not so much for chip buyers

Micron CEO Sanjay Mehrotra has warned about a "severe shortage" of supply in the DRAM memory market, with the situation expected to worsen...

U.S. News -- A new study from a U.S. industry group found that the global semiconductor supply chain has become increasingly...

Media -- CNBC - Tech - Currently, all of GlobalFoundries' manufacturing capacity is booked - and it expects semiconductor supply to lag behind demand until 2022 or later.

Media -- USATODAY - Tech Top Stories - A shortage of microchips has slowed production of cars and laptops and delayed the iPhone 12. So what happened and how did we get here?

Distribution -- TTI MarketEye - The results of Michael Schwert's recent survey of the switch components market show some softness in the market, but also optimism for conditions going into the second half of 2021.

Media -- DIGITIMES - Chip shortages may start easing as early as the first half of 2022, according to CK Tseng, president for Arm Taiwan.

U.S. News -- Ford Motor Co said on Wednesday, while announcing the latest North America production cuts at seven assembly plants due to the...

U.S. News -- From delayed car deliveries to a supply shortfall in home appliances to costlier smartphones, businesses and consumers across the globe...

Distribution -- TTI MarketEye - This week: businesses eye bold post-pandemic growth plans; EV shipments topped 2.5 million units in 2020; battery technology could be the next battleground in the climate change war - plus other news from the global electronics industry.

Tech -- The Verge - The ongoing global shortage for electronic components continues, and Foxconn - which handles manufacturing for Apple, among other major tech heavyweights - has announced...

Media -- ElectronicsB2B - The scarcity of computer chips has been a major crisis for the electronics industry since last year Global chip shortage is causing an increase in Chinese smartphone manufacturer Xiaomi's costs, which could, in turn, lead to a rise...

Media -- DIGITIMES - Renesas Electronics is reportedly seeking capacity support from TSMC and other Taiwan-based foundries to fill its supply shortfall caused by the suspension of its fire-damaged fab.

Media -- SemiMedia - Yesterday, TSMC Chairman Dr. Mark Liu expressed his views on the causes of the chip shortage at the Taiwan Semiconductor Industry Association (TSIA) event.



Mark said that there are three main reasons for the shortage. The first reason is...

Media -- Evertiq - While the company still aims to complete the recovery of the damaged cleanroom at the N3 Building of the Naka fab within one month as initially announced, the company is also aware that it might that much longer.

Media -- DIGITIMES - Pure-play foundries United Microelectronics (UMC) and Powerchip Semiconductor Manufacturing (PSMC) will initiate further price hikes of about 10-20% with the new pricing to be effective starting April, according to industry sources.

Media -- DIGITIMES - Taiwan-based IC design houses, particularly those specializing in smartphone-use chip solutions, are expected to post impressive sales results for March 2021, thanks to robust demand from Android-based smartphone makers, according to industry...

U.S. News -- Renesas Electronics Corp now expects damage from a recent fire at its chip-making plant to be bigger than expected, with 17...

U.S. News -- Shares of the world's largest contract chip manufacturer TSMC fell as much as 3% on Wednesday after Intel said it will greatly...

Media -- Electronics Sourcing - Some distributors say their sales to the automotive supply chain are rising because of semiconductor shortages, rising electronic content in cars and the trend towards electric vehicles.

Automotive...

Media -- Electronics360 - Memory and microprocessors gained the most during the year.

Media -- DIGITIMES - PC DRAM contract prices, which has grown 3-8% in the first quarter, are forecast to register another sequential growth of 13-18% in the second quarter, according to TrendForce.

Media -- Evertiq - Total North American PCB shipments in February 2021 were up 6.1% compared to the same month last year. Compared to the preceding month, February shipments rose 3.9%, according to the IPC.

Media -- Evertiq - Taiwanese semiconductor manufacturer Panjit International's Gangshan fab was hit by a fire at around 15:19 on 29th March 2021. All employees were evacuated safely.

Media -- Evertiq - The Chinese electric car manufacturer says that it has decided to temporarily suspend the vehicle production activity manufacturing plant in Hefei due to the semiconductor shortage.

Media -- DIGITIMES - Delivery lead times for analog chips including MCU and power MOSFET chips have been further extended, which will continue to boost the chip prices in the second quarter of 2021, according to industry sources in Taiwan.

U.S. News -- The world is going through an unprecedented chip shortage, Zhou Zixue, a senior official with the China...

Tech -- ExtremeTech - The semiconductor shortage has hit Qualcomm and the smartphone SoC manufacturer is reportedly having real trouble meeting orders across the globe. Qualcomm is just the latest company to be hit by this problem; CPUs, GPUs, automotive hardware,...

Scientific American -- A small and shrinking number of the world's computer chips are made in the U.S.

WSJ.com: Using Technology -- Do we really want government getting into the chip business?

U.S. News -- The Chinese Semiconductor Industry Association (CSIA), a major trade association for China's chip industry, will establish a...

Media -- Evertiq - Qualcomm was able to overtake Broadcom for the leading position in the top 10 list primarily due to two reasons: First, the sudden demand surge for network devices; and second, Apple's decision to once again adopt Qualcomm's baseband processors,...

Media -- eeNews Europe - A fire recently broke out at Renesas' semiconductor factory in Naka, Japan. As a result, a clean room and seven chip manufacturing machines were damaged. The outage will affect chip production for months to come. The incident further...

Media -- DIGITIMES - DRAM contract prices will register a larger sequential rise in the second quarter after rising 5-10% in the first quarter, according to industry sources.