Woodstock Wire: Electronics Outlook

June 03, 2023

Global DRAM revenue continues slide in 1Q23

Media -- DIGITIMES - Revenue of the global DRAM memory market registered a sequential decline for the third consecutive quarter in the first quarter of 2023, according to TrendForce.

June 03, 2023 09:17 PM

First Quarter 2023 Connector Industry Results

Distribution -- TTI MarketEye - The connector industry achieved sales in 1Q'23 of $21,179 million, down -0.1% in U.S. dollars compared to 1Q22, and up +5.0% sequentially.

June 03, 2023 05:33 PM

May 31, 2023

DRAM industry Q1 revenues decline 21.2% QoQ

Media -- Evertiq - TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to USD 9.663 billion.

May 31, 2023 06:07 AM

May 30, 2023

Electronics supply chain to return to balance in 2H

Media -- Electronics360 - Supplyframe sees supply and demand coming more into historical norms.

May 30, 2023 09:23 PM

WPG expects flat or slight revenue growth in 2Q23

Media -- DIGITIMES - IC distributor WPG Holdings expects flat or moderate sequential revenue growth in the second quarter of 2023, following an 18% decline in the first quarter. WPG's first-quarter consolidated revenue fell 31% on year to NT$144.7 billion (US$4.72...

May 30, 2023 03:05 AM

IC design houses see no demand momentum until 2024

Media -- DIGITIMES - Most IC design houses are generally uncertain about the prospects for the second half of 2023, as many end-market brand vendors and channel operators of consumer electronics products have expressed pessimism about demand in the second half.

May 30, 2023 03:02 AM

May 26, 2023

How Optoelectronics is Enabling Personalized Smart Homes

Distribution -- TTI MarketEye - Smart LEDs and sensor technology are leading the way in customizing personal experiences in our homes, much like they're doing for productivity in many industries, which is leading to improved health, expanded living efficiencies, energy...

May 26, 2023 03:10 AM

May 21, 2023

SEMI: Chip manufacturing recovery expected in Q3

Media -- Electronics360 - The second quarter will see moderation.

May 21, 2023 06:06 AM

SEMI report points to moderating industry contraction in 2Q23

Media -- DIGITIMES - SEMI, in collaboration with TechInsights, stated in a recent report that the present global semiconductor manufacturing industry contraction is expected to moderate in the second quarter of 2023 and give way to a gradual recovery beginning...

May 21, 2023 06:05 AM

Passive component demand picking up

Media -- DIGITIMES - Passive component shipments have gained momentum, according to sources at upstream materials suppliers.

May 21, 2023 05:58 AM

Integrated Passive Components Market Trend

Media -- Passive Components News - Dennis Zogbi, Paumanok Inc. publishes on TTI Market Eye outlook on integrated passive components market trends, demand and technologies. The demand for thin film integrated passive devices is on the [...]

May 21, 2023 05:50 AM

Integrated Passive Components Market Trend

Media -- Passive Components News - Dennis Zogbi, Paumanok Inc. publishes on TTI Market Eye outlook on integrated passive components market trends, demand and technologies. The demand for thin film integrated passive devices is on the [...]

May 21, 2023 05:49 AM

May 17, 2023

ESNA Top 10 Americas Independent Distributors Report 2023

Media -- Electronics Sourcing - Capacity challenges persist

Thomas Smart discovers the biggest challenges facing independent distributors are inflation, lead times and component shortages.

Continued financial instability has been a major challenge recently faced...

May 17, 2023 05:20 AM

European component distribution grows as availability improves

Media -- Evertiq - Topping last year's record numbers, European components distribution ended the first quarter of 2023 with surprisingly strong sales numbers for both Semiconductors and IP&E (Interconnect, Passive and Electromechanical) components.

May 17, 2023 05:19 AM

MIC: Global IC market will drop by 3.1% this year and recover in 2024

Media -- SemiMedia - According to the semiconductor industry report recently released by Market Intelligence & Consulting Institute (MIC), the global market is expected to decline by 3.1% in 2023. It is expected that the second half...

May 17, 2023 05:13 AM

German components distribution: strong sales, lower orders

Media -- Components in Electronics - German components distribution made a huge push in the first quarter of 2023, with sales by distributors reporting to the FBDi reaching an impressive 1.51 billion in the January to March period, up 23.2% on the same quarter...

May 17, 2023 05:12 AM

May 16, 2023

Global Chip Sales Fall By 21.3% Y-o-Y in Q1

Media -- ElectronicsB2B - SIA announced that the first quarter of 2023 recorded chip sales of $119.5 billion. The report attributed the decline to market cyclicality and macroeconomic headwinds. Global semiconductor sales recorded a drop of 21.3% in the first...

May 16, 2023 06:02 AM

Bloomberg: US chip imports up 13% in Q1

Media -- SemiMedia - According to Bloomberg, U.S. chip imports rose 13% to $15.4 billion in the first quarter of this year.

The report pointed out that mainland China's chip exports to the United States decreased by 10.8% year-on-year...

May 16, 2023 05:52 AM

IC distributors post mixed April results

Media -- DIGITIMES - WPG and Edom Technology both experienced sequential revenue declines in April, while WT Microelectronics, Answer Technology (ANStek), GMI Technology and Sunnic Technology & Merchandise saw slight month-over-month revenue increases.

May 16, 2023 05:50 AM

May 15, 2023

Smartphone shipments down 12.7% year-on-year in Q1

Media -- Semiconductor Today - Global smartphone shipments totaled 268.5 million units in first-quarter 2023, down 11.1% on 302 million last quarter and 12.7% on 308 million a year ago, according to the latest Omdia smartphone preliminary shipment report...

May 15, 2023 10:23 PM

May 14, 2023

Will South Korea's semiconductor sector bounce back from its poor performance as scheduled in 2H23?

Media -- DIGITIMES - With the semiconductor market in a downturn, Samsung Electronics and SK Hynix have seen their 1Q23 performances seriously affected. Although both companies are positive about a semiconductor market recovery in the second half of 2023, South...

May 14, 2023 10:42 PM

Thinking Electronic expects gradual recovery in passive component market

Media -- DIGITIMES - A gradual recovery is expected to take place in the passive component market in the second half of 2023, according to circuit protection device specialist Thinking Electronic Industrial.

May 14, 2023 10:40 PM

DRAM and NAND Flash prices expected to fall further in 2Q23

Media -- Evertiq - TrendForce's latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23.

May 14, 2023 09:29 PM

April 28, 2023

Understanding the 2023 Chip Market Collapse

Media -- Source Today - Overcapacities and lessening demand will likely lead to an approximate 20% drop in the semiconductor industry this year.

April 28, 2023 10:53 PM

Gartner: Global semiconductor revenue is expected to decline by 11% in 2023

Media -- SemiMedia - According to Gartner's latest report, global semiconductor revenue is expected to drop by 11.2% to $532.2 billion in 2023. In 2022, the semiconductor market totaled $599.6 billion, an increase of 0.2% over 2021.

April 28, 2023 09:56 PM

Compound semiconductor market growing at 6.1% CAGR to $61.911m by 2030

Media -- Semiconductor Today - The compound semiconductor market was $38.552bn in 2022 and is rising at a compound annual growth rate (CAGR) of 6.1% to $61.911bn in 2030, forecasts a report published by P&S Intelligence. Growth is ascribed primarily to the rising...

April 28, 2023 09:54 PM

TI sees market uncertainties for all applications except automotive

Media -- DIGITIMES - Leading analog IC vendor Texas Instruments (TI) has seen its overall financial results for first-quarter 2023 meet its original financial guidance, but its observation is that macro market environment is still full of uncertainties, with the...

April 28, 2023 09:43 PM

Wolfspeed posted 22% growth in sales, begins delivering 200mm SiC substrates

Media -- DIGITIMES - Wolfspeed posted a growing revenue and a widening loss. The US-based silicon carbide (SiC) substrate supplier also announced it had shipped its first 200mm SiC substrates from its new manufacturing plant at Mohawk Valley, New York last quarter.

April 28, 2023 09:31 PM

Micron to stop lowering memory chip prices starting May

Media -- DIGITIMES - Micron Technology has recently notified its distributors that starting in May, it will not consider any requests for DRAM and NAND flash quotes lower than the current levels, according to market sources.

April 28, 2023 09:30 PM

April 27, 2023

SK Hynix expects memory chip market to begin recovering in second half

Enterprise -- ZDNet News - Despite posting a record loss, SK Hynix expects lowered production output by memory chipmakers to start a rebound later in the year.

April 27, 2023 03:48 AM

Gartner: Global semiconductor revenue to decline 11% in 2023

Media -- Evertiq - Global semiconductor revenue is projected to decline 11.2% in 2023, according to the latest forecast from Gartner, Inc. In 2022, the market totalled USD 599.6 billion, which was marginal growth of 0.2% from 2021.

April 27, 2023 03:19 AM

April 22, 2023

Room-Temperature Superconductors: Opportunities are Heating Up

Distribution -- TTI MarketEye - Learn about superconducting materials that have been discovered at both a temperature and pressure low enough for practical applications and their use in magnetic levitation (maglev) trains, magnetic resonance imaging (MRI) healthcare...

April 22, 2023 11:45 PM

Connector Industry Downturns: A History Lesson

Distribution -- TTI MarketEye - Learn about the four downturns the connector industry has faced in the 21st century, starting with the Dot-Com bubble in 2001-2002 until the recent COVID-19 crisis, and what the prospects are of experiencing another economic slowdown in...

April 22, 2023 11:13 PM

April 11, 2023

Tantalum Capacitors: Supply Chain Update - March 2023

Distribution -- TTI MarketEye - Tantalum type capacitors represent a multi-billion dollar global ecosystem in support of advanced electronics. This global supply chain market update looks at molded chip tantalum capacitors and emerging configurations as well as raw materials,...

April 11, 2023 04:01 AM

April 09, 2023

Global semiconductor sales continue slide

Media -- DIGITIMES - The Semiconductor Industry Association (SIA) has announced global semiconductor industry sales totaled US$39.7 billion during the month of February 2023, a decrease of 4% compared to the January 2023 total of US$41.3 billion and 20.7% less...

April 09, 2023 03:33 AM

April 03, 2023

March 2023 ECIA NA Electronic Components Sales Misses Expectations

Media -- Passive Components News - North American March 2023 electronic component sales sentiment confirms misses expectations according to ECIA Electronics Components Industry Association Survey. The most recent results of ECIA's ECST survey show sales sentiment...

April 03, 2023 01:20 AM

March 29, 2023

2022 Connector and Semiconductor Sales Performance

Distribution -- TTI MarketEye - Though December 2022 showed a decrease in global semiconductor and connector sales, 2022 recorded an overall annual growth in both industries. China's ongoing challenges with COVID, the U.S. ban on selling high-end AI chips to entities...

March 29, 2023 07:54 PM

March 25, 2023

Memory prices to bottom out soon

Media -- DIGITIMES - Memory chip prices are expected to bottom out and stop falling soon, with more suppliers optimistic about the market's prospects in the second half of this year, according to industry sources in Taiwan.

March 25, 2023 05:20 AM

March 19, 2023

Japan's chip distributors are expanding abroad

Media -- SemiMedia - According to Nikkei Asia, Japanese semiconductor distributors and EMS factories such as Sun-Wa Technos, Kaga Electronics, and Ryoyo Electro are accelerating overseas expansion in response to the continued shrinking...

March 19, 2023 01:16 AM

Passive component industry may rebound substantially in 2Q-3Q, says Yageo

Media -- DIGITIMES - The passive component industry may see a significant rebound in the second and third quarters of this year, according to Yageo, which believes that the worst is over.

March 19, 2023 12:45 AM

March 15, 2023

Mouser Electronics Projects Continued Growth in 2023 for EMEA Market

Distribution -- Mouser Electronics Inc. - Mouser has broadened its line card by adding more than 170 new manufacturers in the last two years.

March 15, 2023 04:38 AM

March 05, 2023

Record-Setting Connector Sales in 2022, Up 7.8%

Distribution -- TTI MarketEye - The connector industry saw a new record for annual global sales in 2022, reaching $84.1 billion, with North America leading the way in growth rate. However, high inflation and price increases minimize some of that growth and most forecasts...

March 05, 2023 05:57 AM

February 23, 2023

20th Anniversaries of RoHS and WEEE

Distribution -- TTI MarketEye - It's been twenty years since RoHS, which regulates hazardous substances used in manufacturing, and WEEE, which regulates the disposal of the same products, became law in the EU. Learn about the progress that's been made with both directives...

February 23, 2023 04:50 AM

Changes in Charging Technology Will Accelerate EV Adoption

Distribution -- TTI MarketEye - Technology is catching up with curiosity and demand in the emerging world of EV charging. Read how new methods are being used-like smart charging, wireless charging, mega-watt charging, improved battery technology and more-to increase...

February 23, 2023 04:42 AM

February 20, 2023

Passive Components for Defense Electronics in 2023

Distribution -- TTI MarketEye - Learn the structure and specifics of the defense and aerospace electronics sector, particularly within the main passive components-capacitors, resistors and inductors-as well as the key areas of avionics, communications and navigation,...

February 20, 2023 01:19 AM

February 13, 2023

TSMC may see 5nm capacity utilization drop below 70% in 2Q23

Media -- DIGITIMES - TSMC's capacity utilization for 5/4nm process nodes, which will fall to about 75% in the first quarter of 2023, may drop below 70% in the second quarter, according to industry sources.

February 13, 2023 03:22 AM

February 12, 2023

Global semiconductor revenue grew 1.1% in 2022

Media -- Evertiq - According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making...

February 12, 2023 03:59 AM

Gartner Says Worldwide Semiconductor Revenue Grew 1.1% in 2022

Think -- Gartner - Worldwide semiconductor revenue increased 1.1% in 2022 to total $601.7 billion, up from $595 billion in 2021, according to preliminary results by Gartner, Inc.

February 12, 2023 02:47 AM

February 11, 2023

Component Counterfeiting: On the Verge of a Future Without Fakes?

Distribution -- TTI MarketEye - Semiconductor counterfeiting may be a thing of the past as new "unbreakable" product authentication methods emerge, like physically unclonable functions, quantum dots, AS6081 and artificial intelligence technology.

February 11, 2023 09:52 PM

February 09, 2023

How's Business? A Look at OEM Performance in 2022

Distribution -- TTI MarketEye - Learn how from the first half of 2021 versus the first half of 2022 all market sectors except mil/aero, computers, peripherals and consumer products saw year-over-year sales increases and the top three market sectors by sales in the first...

February 09, 2023 04:29 AM