Woodstock Wire: Electronics Outlook

PR Newswire -- The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $34.5 billion in June 2020, an increase of 5.1 percent from the June 2019 total of $32.9 billion. Sales in June were 0.3 percent less than the May...

Electronics -- Intel - What's New: With Gen Z's representation in the global workforce set to pass 1 billion by 2030, organizations need to understand the demographic group's motivations and perspectives on critical issues such as diversity and inclusion. Intel commissioned...

Aspencore -- EPS News - U.S. manufacturing activity in July expanded to its highest level in nearly 18 months as orders and production rose despite a resurgence in global Covid-19 cases. The Institute for Supply Management's factory index, the PMI, increased by 1.6...

Distribution -- Disti Blog - The UK electronic components market declined 10% in the first half of 2020 compared to the same period last year, according to Electronic Components Supply Network (ecsn).

According to ecsn chairman Adam Fletcher, the outcome for the UK...

Media -- DIGITIMES - DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to IC Insights.

Media -- Evertiq - The electronics manufacturing service provider posted revenues of USD 1.65 billion for the period.

Media -- DIGITIMES - Most Taiwan-based LCD driver IC suppliers have seen their order visibility improve as handset brands gear up for the launch of new models in the third quarter, and PC and notebook makers place more component orders to meet rising replacement...

Media -- DIGITIMES - Pure-play foundry United Microelectronics (UMC) expects 8-inch foundry quotes to be favorable to the company in 2021, judging from the already tight capacities at 8-inch foundries worldwide.

Media -- DIGITIMES - Pure-play foundry United Microelectronics (UMC) expects its wafer shipments and ASPs to stay flat sequentially in the third quarter of 2020, with its capacity utilization rate remaining high at about 95%.

Media -- DIGITIMES - Spot market prices for SiC (silicon carbide) wafers have plunged 20% this year due to supply outstripping demand amid impacts of the coronavirus pandemic and worsening US-China trade tensions, according to industry sources.

Media -- eeNews Europe - NXP saw a similar decline in automotive to other chip makers, but also sees a bounce back in the second half of the year. NXP saw a decline in automotive as a result of the Covid-19 pandemic but, like other chip makers, sees a...

Media -- Evertiq - EMS provider Plexus managed to deliver record quarterly revenue of USD 857 million even with the complexities arising from COVID-19.

Media -- DIGITIMES - Taiwan's Economic Affairs Minister Mei-hua Wang, in response to the Japan and India governments' call for Taiwan Semiconductor Manufacturing Company (TSMC) to set up wafer foundries in each, indicated that Taiwan has sufficient supply of land,...

Media -- DIGITIMES - Worldwide silicon wafer area shipments rose 8% sequentially and 6% on year in the second quarter of 2020, according to SEMI.

Media -- Electronics Maker - Q1 2020 Market Share Hits an All-Time High of 33.2%, up 8.6% from Q1 2019 DDICs Are Crucial to Next-Gen Smartphone and Other Displays

MagnaChip Semiconductor Corporation ("MagnaChip") (NYSE: MX) today announced that it has retained...

Media -- DIGITIMES - The emerging market for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors is rapidly evolving from a startup-dominated business to one led by large-established power semiconductor manufacturers, according to Omdia.

Enterprise -- Channel Partner Insight - Cloud giants report slowed growth, but outlook remains positive



Microsoft went first in the latest round of financial results from the cloud leaders, revealing last week that Azure revenue growth slowed to 47 per...

Aspencore -- EPS News - DRAM and NAND flash are expected to repeat as the two largest IC segments again in 2020 after holding the same positions in 2019, according to market research firm IC Insights. With expected sales growth of 3.2% this year, the DRAM market...

Distribution -- Industrial Distribution - Shipments from businesses to U.S. consumers soared 65%.

Business Wire -- Smartphone sales in China declined 17% YoY in Q2 2020, according to Counterpoint's Market Pulse, a monthly smartphone sales tracking service. However, the sales increased 9% QoQ, indicating some signs of recovery. COVID-19 has been mostly contained in...

Distribution -- TTI MarketEye - A look at Walt D. Custer's take on the second half of 2020 in electronic manufacturing, an update on Europe's PCB market, and cloud services are expected to grow into the rest of the year. This and more in the Weekly Global Update.

Aspencore -- EPS News - Editor's note: The decline of the U.S. semiconductor industry has as much to do with decades of American inaction as with China's aggressive industrial policy. As a result, few chips are 'made in America.' This Aspencore Media special project...

Aspencore -- EETimes - The decline of the U.S. semiconductor industry has as much to do with decades of American inaction as with China's aggressive industrial policy. We are falling into a new kind of cold war: a tech cold war.

The U.S. trade war against China's...

Aspencore -- EETimes - How did we even get here? The erratic sequence of diminishing tensions and escalations in the U.S. vs. China conflict can make one's head spin.

The history of U.S.-China relations in the past three and half years has been laced with a series...

Aspencore -- EETimes - Power electronics has taken an interesting road with the adoption of GaN and SiC. Yole Developpement (Yole) estimated a general view of these wide bandgap materials. While silicon is still dominating the market, GaN and SiC devices are already...

Distribution -- TTI MarketEye - A business update for original equipment manufacturers (OEM), with accompanying charts and figures for the following sectors: semiconductor equipment, instrumentation equipment and mil/aero equipment.

Media -- PYMNTS.com - As lockdowns resume in many U.S. states from a surge in coronavirus cases, a poll suggests the economic recovery has slowed.



In a Reuters survey, economists warned any job recovery is on track to be reversed as the number of COVID-19 cases...

Distribution -- Industrial Distribution - While MRO sales and demand figure to be subdued for the remainder of 2020, positive signs are abound.

Aspencore -- EETimes - Semiconductor equipment manufacturers have largely remained silent as the U.S. and China escalate a technology cold war that could disrupt the IC chip market and further decouple the nations' economies.

In May, the U.S. tightened trade restrictions...

Media -- eeNews Europe - Texas Instruments saw Q2 revenue of $3.24bn, down 12 percent on the same quarter last year, largely from automotive, but predicts an upturn next quarter in the recovery from Covid-19

Texas Instruments is seeing the recovery from...

Media -- PYMNTS.com - Goldman Sachs has predicted that online shopping will expand by 19 percent each year during the next three years to come, which marks a rise from its past forecast of 16 percent. The firm said the acceleration was mainly fueled by quicker...

Media -- DIGITIMES - Global sales of semiconductor manufacturing equipment by original equipment manufacturers are projected to increase 6% to US$63.2 billion in 2020 compared to US$59.6 billion in 2019, before logging record high revenue of US$70 billion in 2021...

Media -- eeNews Europe - Foundry Taiwan Semiconductor Manufacturing Co. Ltd. has become the world's largest chip company by market capitalization, according to a list produced by Yonhap News Agency.

TSMC has overtaken Samsung to become the world's largest...

U.S. News -- Chipmaker Intel Corp on Thursday forecast third-quarter revenue above Wall Street estimates, a sign that a shift to working and...

Aspencore -- EETimes - How seriously has the global Covid virus infected the electronics industry? Six months since the pandemic touched all corners of the world is a good time to assess the depth and width of the damage done. One question looms large in the minds...

Aspencore -- EETimes - The increasingly diverse $3.6 billion printed electronics / sensors market is forecast to expand 25 percent over the next decade, fueled by expansion of the hybrid image sensors that can be produced with few modifications to existing CMOS manufacturing...

Business Wire -- The Kronos U.S. Workforce Activity Report shows weekly average shift growth has slowed from 2.7% in May, to 1.9% in June, to just 0.7% July.

Distribution -- TTI MarketEye - European electronics saw a mix of results in the electronic supply chain in May, gold reaches a 9-year high in price, and business is improving in Germany's electronic industry. This and more in the Weekly Global Update.

Distribution -- Industrial Distribution - Aside from an anomaly reading for the week of July 4, the index has held steady in the negative single digits since early June.

Distribution -- Disti Blog - Texas Instruments (TI) has reported a second quarter year on year revenue decline of 12% to $3.24 billion citing the impact of COVID-19 on car production.

Other markets served by TI have remained resilient during the COVID-19 endemic.

TI's...

Distribution -- Industrial Distribution - ISM's third round of research on COVID-19 impacts found that 61% of May business respondents cut revenue goals by an average of 35%.

Electronics -- EPC - Just like life's reality, when the aged leaves the center stage for the younger ones, Silicon is taking the bow. The advent and adoption of Gallium Nitride (GaN) have succeeded in gradually easing ...

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q3 of 2019 were 1 percent above the previous quarter and 11 percent less than observed in the third quarter of 2018. Sales units for Q3 2019 totaled ran 4 percent more...

Media -- DIGITIMES - The global semiconductor industry has too much capacity, too many players and has had declining revenues since the end of 2018. Market prospects are bleak for the next two years and the recent acquisition of Maxim Integrated by Analog Devices...

Media -- DIGITIMES - Market watchers are generally optimistic about TSMC's sales performance in the third quarter and all of 2020, despite the ongoing coronavirus pandemic and tougher US sanctions against Huawei that may soon block the foundry from producing chips...

Media -- DIGITIMES - TSMC has seen capacity utilization rates for 16nm and more mature processs pick up recently, and has demanded sufficient supplies from related materials providers through October, according to industry sources.

Media -- Evertiq - RF front-end component IDM and foundry revenues will be affected under the dual influences of the COVID-19 pandemic and the Chinese government's policy of decoupling from the U.S., driven by the ever-intensifying U.S.-China trade war that began...

Media -- DIGITIMES - Apple is set to significantly increase its new MacBook Pro orders in late third-quarter 2020 and will see its overall MacBook shipments rise over 20% sequentially in the third quarter, according to sources from the upstream supply chain.

Media -- PYMNTS.com - Add makers of personal computers to the short list of companies that are seeing a net benefit from the COVID-19 crisis.



IDC reported that worldwide sales of PCs surged in the quarter ended June 30, 2020, with U.S. sales growing the most.

Analysts...

Media -- DIGITIMES - TSMC saw its June revenue climb to a record high of NT$120.88 billion (US$4.1 billion), rising 28.8% sequentially and 40.8% on year. Revenue for the first half of the year totaled NT$621.3 billion, gaining 35.2% from a year earlier.