Woodstock Wire: Electronics Outlook

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.

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

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...

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

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...

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...

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

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...

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

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.

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

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

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

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,...

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

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

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...

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

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...

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...

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

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

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

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

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...

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

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

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

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

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

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

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

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...

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...

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%...

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

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

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

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

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

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...

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

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

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...

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

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

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

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

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

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