Woodstock Wire: Electronics Outlook

Media -- Reuters - Health - Japan and Singapore appeared to be on the brink of recession on Monday as the coronavirus epidemic disrupted tourism and supply...

Media -- DIGITIMES - Growing concerns that sales of 5G-enabled phones will be lower than expected in the first quarter of 2020 due to coronavirus outbreak...

Media -- DIGITIMES - China-based LED makers who have resumed production in mid-February have only seen 50% of workers return amid the coronavirus outbreak,...

Media -- DIGITIMES - Notebook ODMs have resumed their production in China, but face the possibility of a lack of components starting in March if their...

Media -- DIGITIMES - Taiwanese notebook ODMs have already resumed assembly operations in China, but risks of supply chain disruptions in March are mounting,...

Media -- PYMNTS.com - A warm January led to utilities dropping 4 percent for the month as Americans reduced their reliance on heat, according to The Wall...

Enterprise -- Network World News - Global server sales had been projected to grow by 1.2% compared to the most recent quarter, but the chaos wrought by the...

Enterprise -- Storage Newsletter - On account of the Wuhan coronavirus outbreak's impact on the global memory industry, investigations from the DRAMeXchange...

Distribution -- Disti Blog - The lack of demand that was visible during the second half of 2019 battered European semiconductor revenues in Q4 according to DMASS.

Sales...

Media -- Evertiq - With the epidemic arriving at dawn of 5G's mainstream deployment phase, the coronavirus has the potential to disrupt the progress of...

Media -- PYMNTS.com - As the newsday ended on Wednesday (Feb. 12), the coronavirus that started in China's Wuhan - now officially named COVID-19 - claimed...

Media -- DIGITIMES - The ongoing coronavirus outbreak has had a negative impact on the world's economy and supply chain, but a rebound should take place...

Media -- DIGITIMES - The world's top-five wafer capacity leaders each had capacity of more than 1,000,000 wafer starts per month, with their combined...

Media -- Semiconductor Engineering - For more than 50 years, the semiconductor industry has enjoyed the benefits of Moore's Law - or so it seemed. In...

Media -- DIGITIMES - Challenges arising from the coronavirus outbreak may become severe in the second quarter, according to sources in the memory industry,...

Distribution -- TTI MarketEye - This weekly global update includes pre-Coronavirus projections (which will be updated accordingly in a future post), revenue...

Media -- DIGITIMES - The coronavirus outbreak has posed mixed impacts on semiconductor firms operating in China, with backend service houses suffering...

Media -- DIGITIMES - China's coronavirus outbreak is set to have far-reaching impacts on the global IT industry and could undermine global demand to a...

Distribution -- TTI MarketEye - The price of palladium has increased at an alarming rate, and now it is at a level that has not been seen in 25 years.

SupplyChain -- SCMR Editorial - Some companies are trying to source parts to stock up on inventory, to try to outlast this critical virus period. This in turn,...

SupplyChain -- Logistics Viewpoints - Global hi-tech companies are struggling with the impact of the coronavirus. While the mortality rate at 2 percent does...

Media -- DIGITIMES - As one of China's semiconductor hubs, Wuxi in Jiangsu province has imposed strict entry restrictions on employees from seven provinces...

Media -- PYMNTS.com - Canada Finance Minister Bill Morneau said that the coronavirus is probably going to have a "real" impact on that country's economy,...

Media -- DIGITIMES - Manufacturing plants in China are gradually resuming operations starting February 10, but the following two weeks will be a key observation...

Media -- DIGITIMES - Global server shipments went up 13.4% sequentially in the fourth quarter of 2019 thanks to rising demand from US large datacenter...

Media -- DIGITIMES - It is still difficult to assess impact of the coronavirus outbreak on Taiwan's various industries and exports, according to Ministry...

Media -- DIGITIMES - Should the outbreak of the coronavirus in China prolong to June, sales of smartphones in the country would be slashed by about 30%...

Media -- DIGITIMES - China's coronavirus outbreak has significantly undermined local PC and server demand and is expected to affect related upstream suppliers'...

Distribution -- TTI MarketEye - This weekly global update includes the U.S. Department of Commerce report on December's Durable Goods, Japan's electronics production...

Tech -- The Verge - The tech sector is currently feeling the impact of the coronavirus, with companies...

Tech -- The Verge - iPhone manufacturer Foxconn has told employees at its Shenzhen HQ not to return to work on February...

Media -- DIGITIMES - Memory chip prices will arrive at their lowest levels for 2020 in the first quarter, according to Simon Chen, chairman for memory...

Media -- DIGITIMES - Leading original equipment manufacturers (OEMs) reduced their semiconductor spend in 2019, influenced by declining memory prices,...

Media -- DIGITIMES - Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high, while revenues slipped 2% on year but remained...

Media -- DIGITIMES - DRAMeXchange has reiterated its previous forecast that DRAM and NAND flash memory contract prices for the first quarter of 2020 will...

Media -- DIGITIMES - The supply of MLCC and resistor chips is getting increasingly tight with delivery lead time stretching significantly, which may soon...

Media -- Evertiq - Worldwide silicon wafer area shipments in 2019 declined 7% from the 2018 record high while revenue remained above the USD 11 billion...

Media -- DIGITIMES - Mobile DRAM demand for smartphones is likely to disappoint in the first half of 2020, as the coronavirus outbreak may hit sales of...

Slashdot -- The semiconductor industry last year suffered its worst annual slump in almost two decades, hurt by a trade war between the largest chip producer,...

Enterprise -- The Register - 'It's going to be amazingly OK'

The roller coaster ride that is the semiconductor industry suffered its worst annual slump in...

Media -- CNBC - Business - "It's going to become a part of our seasonal respiratory virus family that causes disease," Dr. Amesh Adalja said.

Media -- Worldwide silicon wafer area shipments in 2019 declined 7 percent from the 2018 ...

Media -- DIGITIMES - The coronavirus outbreak is definitely having short-term impacts on the supply chain in China. The memory sector was heading for...

Media -- DIGITIMES - The global semiconductor industry posted sales of US$412.1 billion in 2019, a decrease of 12.1% compared to the 2018 total, according...

Distribution -- EPS News - The 2011 tsunami in Japan was one of the forces behind the electronics supply chain's dedication to resilience - the ability to shift...

Media -- PYMNTS.com - Might eCommerce - in China, yes, but also well beyond that country's borders - be among the casualties of the Coronavirus?

More...

Media -- PYMNTS.com - With concerns that the coronavirus in China will impact the supply of iPhones, Apple analyst Ming-Chi Kuo said his company, TF international...

Media -- DIGITIMES - Smartphone shipments to the China market are expected to fall over 10% on year in the first quarter of 2020 affected by seasonality,...

Media -- Evertiq - China-based memory fabs continue normal operations currently as Wuhan Coronavirus has yet to impair global memory supply, says TrendForce

Media -- DIGITIMES - Global 5G chipmakers and networking device suppliers were ready to begin ramping up shipments at the end of 2019 to cash in on the...