Woodstock Wire: Electronics Outlook

Distribution -- TTI MarketEye - As chiplet technology takes center stage, Murray Slovick examines the current state of chiplet design, its key role in connectivity and the growing demand for this technology in the future.

Distribution -- TTI MarketEye - The strongest Q1 for manufacturing technology orders since 1998; Cummins announces a deal to produce Class 8 trucks powered by fuel cells; electronic component supply chain concerns continue - and other headlines from electronics and manufacturing.

Distribution -- TTI MarketEye - The North American relay market showed impressive growth in 2021, with both sales growth and bookings growth by relay category following months of COVID-19 slowdowns and restrictions.

Media -- DIGITIMES - EMS provider Foxconn Electronics has reported consolidated revenues of NT$486.464 billion (US$16.50 billion) for April, decreasing 4.13% sequentially and 2.80% year-on-year.

Media -- DIGITIMES - DRAM spot prices have been falling since April and will continue trending downward in May and June, which will be dragging down further the memory contract prices in the second quarter, according to industry sources.

Distribution -- TTI MarketEye - Zinc, in its oxide form, is a much-needed element in the manufacturing of high-voltage circuit protection components. This report shows why the price of zinc has risen so drastically and what may cause it to increase more in the near future.

Media -- DIGITIMES - Worldwide semiconductor sales came to US$50.6 billion in March, up 1.1% sequentially. Sales totaled US$151.7 billion for the first quarter of 2022, down by a slight 0.5% on quarter but up 23% on year, according to data disclosed by the Semiconductor...

Media -- DIGITIMES - Taiwan's IC manufacturers are reportedly mulling price hikes later this year, while sources in the IC design sector reckoned the impact would be limited as the hikes might only target popular manufacturing nodes.

Aspencore -- EETimes Europe - The supply chain continues to experience a shortage of chips. Yet wafer shipments for semiconductors are at record levels, according to industry association SEMI.



Global wafer area shipments in the first quarter of 2022 surpassed...

Media -- ElectronicsB2B - The memory market will remain the largest semiconductor device market through the forecast period and is projected to account for 31.4% of the overall semiconductor market in 2022 Global semiconductor revenue is projected to see an increase...

Media -- DIGITIMES - Taiwan-based pure-play foundries continue to see orders for automotive semiconductors ramp up while stepping up their capacity expansion pace, according to industry sources.

Media -- DIGITIMES - DRAM and NAND flash spot prices are expected to continue trending downward in the second quarter of 2022, prompting channel distributors to be conservative and to offload their inventories at the prices lower than their purchasing prices,...

Aspencore -- EETimes Europe - For the first time in three years, Samsung Electronics topped U.S. competitor Intel in Gartner's Top 10 semiconductor vendors in 2021. Europe, however, remains absent from the ranking.



The South Korean group revenue increased by 28%...

Distribution -- TTI MarketEye - As drones become more common, so does the threat that they will be used for spying, harassment or terrorist threats. These engineering and technology approaches are being developed to prevent the use of drones for hostile acts.

Distribution -- TTI MarketEye - Electrification has moved beyond automotive to encompass aviation, last-mile delivery, fleet transportation and more. Innovation in connectors is helping create the infrastructure to support an all-electric society.

Distribution -- TTI MarketEye - As some restrictions ease, cargo backlogs in Shanghai impact global manufacturing and logistics; U.S. semiconductor manufacturing grows worldwide - and more electronics and manufacturing news.

Distribution -- TTI MarketEye - What semiconductor sales can tell us about growth markets for electronics manufacturing; an IEEE working group says its standards will make self-driving systems safer; Wi-Fi 6/6E smartphones mature - and more news from this week.

Aspencore -- EPS News - Electronic component sales expectations for March and April have softened compared with previous months, according to the ECIA, as global economic concerns and inflationary pressures increase. In March, ECIA's sales-trend index fell by 16 points...

Distribution -- TTI MarketEye - Three significant open comment periods concerning REACH and RoHS regulations are on the immediate horizon, China adds four phthalates to RoHS and Saudi Arabia revises its RoHS in-force dates.

Media -- SemiMedia - According to Reuters, the chief executive of carmaker BMW, Oliver Zipse, said recently that the shortage of automotive semiconductors may continue until 2023.



"We are still in the height of the chip shortage, I expect us to start seeing...

Distribution -- TTI MarketEye - Shipping delays, increasing raw material costs, lead times and the growing tensions in Russia. Michael Schwert looks at important data from January and discusses trends we can expect throughout the year.

Media -- DIGITIMES - US companies captured 54% of the worldwide IC market in 2021, propelled by a 47% share of IDM sales and a 68% share of fabless sales, according to IC Insights.

Media -- DIGITIMES - IC design houses are under increasing pressure to adjust downward their quotes amid the rising war-induced political and economic risks that are eroding terminal marker demand, according to industry sources.

Media -- SemiMedia - The Semiconductor Industry Association (SIA) recently announced global semiconductor industry sales were $52.5 billion in the month of February 2022, an increase of 32.4% over the February 2021 total of $39.6 billion and 3.4% more than the...

Electronics -- IEEE Spectrum - With advancements in sensor technology and usage in several end-use industries, potential incremental opportunity worth $100 billion is expected to be created in the Top 10 Sensors market by 2026. Take a look at this whitepaper, which...

Distribution -- TTI MarketEye - The impact of constraints on U.S. manufacturing; Gartner predicts a boom in IT infrastructure spending; NIST funding for advanced electronics production - and more news on electronics and manufacturing.

Media -- Passive Components News - This article written by Dennis M. Zogbi, Paumanok Inc., published by TTI MarketEYE covers the global market for medical devices as described by the United States Food and Drug Administration (FDA) and the materials and electronic...

Aspencore -- EPS News - While the electronics supply chain is heavily reliant on China, the nation's share of the global IC market is anemic. China holds 4 percent of the global IC market, reports IC Insights, while U.S. companies hold 54 percent.

IC Insights' ranking...

Distribution -- TTI MarketEye - Volatile world events have the potential to disrupt major electronic components markets as tensions rise in eastern Europe and elsewhere. This in-depth report shows what manufacturers and consumers can expect of passives and other component...

Aspencore -- EETimes - As industry leaders push for increased fab capacity to address persistent chip shortages, global front-end fab equipment spending is expected to increase by 18 percent over the next year, according to SEMI's latest World Fab Forecast report....

Media -- ElectronicsB2B - Between 2021 and 2026, total microcontroller sales are projected to increase by CAGR of 6.7% and reach $27.2 billion in the final year of the forecast Microcontroller sales boomeranged back with strong growth in the economic recovery...

Media -- DIGITIMES - Spot market prices for DRAM and NAND flash memory have fallen at a rapid pace since the middle of March, according to industry sources.

Aspencore -- EPS News - According to TrendForce research, demand continues to weaken due to modestly high inventories maintained by buyers and sellers, coupled with the recent impact of the Russian-Ukrainian war and rising inflation on PCs, laptops, and smartphones....

Aspencore -- EPS News - According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5percent, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones...

Aspencore -- EETimes - ASML, the sole producer of critical EUV lithography machines, said it anticipates chip shortages to persist for at least the next two years. The warning is said to stem from ASML's reliance on its suppliers, including Germany's Carl Zeiss, which...

Aspencore -- EPS News - The semiconductor shortage is causing pain to manufacturers that can't find enough chips, but it's been a boon to the global IC industry. The 2021 revenue of the top 10 global IC suppliers grew 48 percent from 2020 to reach $127.4 billion,...

Distribution -- TTI MarketEye - The U.S. government sets aside funds for port and waterway improvements; Shanghai locks down as COVID-19 cases spike; passenger freight demand is here to stay, for now - and more headlines impacting electronics and manufacturing.

Media -- Evertiq - According to TrendForce forecasts, average overall DRAM pricing in 2Q22 will drop by approximately 0~5%, due to marginally higher buyer and seller inventories coupled with the demand for products such as PCs, laptops, and smart phones being...

Media -- SemiMedia - According to the latest report released by IC Insights, another year of double-digit market growth is expected for analog integrated circuits in 2022 after sales in this semiconductor category surged by an unprecedented 30% in 2021, during...

Media -- DIGITIMES - The supply of NOR flash memory particularly high-density chips remains tight, but suppliers are only capable of raising prices for part of their high-end products, according to industry sources.

Media -- DIGITIMES - Server-use chips and components remain in extremely tight supply, and their shortage will be more severe than that of notebook components and may stay unresolved through the end of the year, according to industry sources.

Distribution -- TTI MarketEye - Supporters make the case for semiconductor manufacturing subsidies; the latest trends from the Asia/Pacific PC market - and more news on electronics and manufacturing.

Distribution -- TTI MarketEye - Time to celebrate? Despite the effects of COVID-19 on worldwide economies, Ronald Bishop details record-setting 2021 sales in semiconductor and connector markets and offers a forecast for the year ahead.

Media -- DIGITIMES - The rapid growth of automotive CMOS image sensors (CIS) has caused more security monitoring and consumer electronics manufacturers to enter the market.

Media -- DIGITIMES - IC design house Etron Technology has expressed optimism about the niche-market DRAM segment in 2022, with the supply-demand dynamics staying favorable to the Taiwan-based company.

Distribution -- TTI MarketEye - Authorities assess damage from Wednesday's earthquake in Japan; growth forecasts show positive outlooks for industrial IoT and power semiconductors; the impact of COVID-19 lockdowns in China - and more news impacting electronics and manufacturing.

Distribution -- TTI MarketEye - The European switch market finished up 8 percent in 2021. As COVID-19 looks to be coming under control, Michael Schwert predicts a similar growth outlook for the European switch market this year.

Distribution -- TTI MarketEye - The European switch market finished up 8 percent in 2021. As COVID-19 looks to be coming under control, Michael Schwert predicts a similar growth outlook for the European switch market this year.

Media -- DIGITIMES - The global semiconductor industry generated sales of US$50.7 billion in January, up 26.8% over the January 2021 total of US$40 billion, but down by a slight 0.2% compared with the December 2021 total of US$50.9 billion, according to the Semiconductor...

Media -- Evertiq - Intel and AMD will be releasing new CPUs that support DDR5 DRAM solutions for PCs and servers this year. In response, the DRAM industry led by South Korean suppliers is developing solutions to complement the arrival of the new CPUs.