Woodstock Wire: Electronics Outlook

August 16, 2018

Gartner Says IT Security Spending to Hit $124B in 2019

Infosec -- Dark Reading - Global IT security spending will grow 12.4% in 2018 and another 8.7% in 2019.

August 16, 2018 04:20 PM

August 14, 2018

Weekly Global Update for August 15, 2018

Distribution -- TTI MarketEye - July sales were just reported for Taiwan-listed electronics companies, many of which manufacture in China.

• OEM sales in...

August 14, 2018 04:15 PM

August 13, 2018

Tap into the Promise of Brazil's e-Commerce Opportunity

SupplyChain -- EBN Online - Brazil offers a huge opportunity for electronics OEMs, offering skyrocketing e-commerce sales.

August 13, 2018 04:43 PM

June Manufacturing Technology Orders Up 5% YoY, Up 22% YTD

Distribution -- Industrial Distribution - The Association for Manufacturing Technology said that with another strong month in June, it doesn't seem...

August 13, 2018 04:41 PM

DRAM Sales Forecast to Top $100 Billion This Year with 39% Market Growth

Design and Reuse -- DRAM Sales Forecast to Top $100 Billion This Year with 39% Market Growth

August 13, 2018 05:15 AM

US IC firms may see China revenue prospects dimmed by trade war

DigiTimes -- Semiconductor and some high-tech hardware are among the product list facing 25% import tariff announced by the US on US$16 billion in imports...

August 13, 2018 03:56 AM

Haicang District taking off in bid to become China chip hub

DigiTimes -- The IC industry has become strategically important and many countries around the world are putting full efforts toward the sector in recent years....

August 13, 2018 03:54 AM

China Smartphone Units Drop by 6% YoY while Average Selling Prices Grow by 15% in 2Q18, IDC Reports

Think -- IDC - According to preliminary data of the IDC Quarterly Mobile Phone Tracker, the Chinese smartphone market shipped...

August 13, 2018 03:23 AM

U.S. Small-Business Owners' Optimism at Record High

Life -- Gallup Headlines - The Wells Fargo/Gallup Small Business Index finds that optimism among small-business owners is at its highest level since...

August 13, 2018 12:45 AM

August 12, 2018

Electronic Shortages Bad & Getting Worse

SupplyChain -- EBN Online - Everything from capacitors to hard disk drives is in short supply. There's no end in sight.

August 12, 2018 03:07 AM

August 08, 2018

Component Shortages Continue; Arrow Sees Lead Times Stabilise

Electronics Distribution News -- Distributors continue to help cushion customers from the effects of components shortages, though there are signs of a softening market. Addressing...

August 08, 2018 05:25 PM

TSMC says it recovers 80 percent of capacity after virus shuts down plants

Enterprise -- ZDNet Blogs - The chipmaker said: "This virus outbreak occurred due to misoperation during the software installation process for a new tool."

August 08, 2018 03:27 PM

New laptops may see more storage as SSD prices expected to fall through 2019

Tech -- Digital Trends - The cost of SSDs could continue to fall through to next year as oversupply of NAND Flash memory reaches new heights. That could...

August 08, 2018 04:28 AM

August 07, 2018

Weekly Global Update for August 8, 2018

Distribution -- TTI MarketEye - July PMI Indices show Slower Manufacturing Growth; 2Q'18 Global Electronic Supply Chain Growth; U.S. 2Q'18 Growth Remained Strong;...

August 07, 2018 10:06 PM

North American Switch Market Sales Rose 5% and Bookings Up 7% for 2017 Vs 2016

Distribution -- TTI MarketEye - Total reported sales for all switch categories in North America for Q4 of 2017 were 5% above the previous quarter and 12% better...

August 07, 2018 10:05 PM

TSMC expects virus incident to inflict 3% loss in 3Q18 revenues

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has disclosed that a computer virus stalling part of its production over the weekend is expected...

August 07, 2018 04:20 PM

August 06, 2018

Tablets Shipments Continue to Decline, Down 13.5% as Apple and Huawei Are the Only Top Companies Showing Growth in the Second Quarter, According to IDC

Think -- IDC - The worldwide tablet market declined 13.5% during the second quarter of 2018 (2Q18) as global shipments fell to 33 million, according to...

August 06, 2018 03:01 AM

NAND flash contract price decline to continue, says DRAMeXchange

DigiTimes -- NAND flash contract prices will keep falling in the second half of 2018 due to the market oversupply and disappointing demand, according to DRAMeXchange.

August 06, 2018 01:59 AM

Silicon wafer shipments set another record high

DigiTimes -- Worldwide silicon wafer area shipments reached their highest levels for the second consecutive quarter in the second quarter of 2018, according...

August 06, 2018 01:59 AM

Gartner Says Worldwide IaaS Public-Cloud Services Market Grew 29.5 Percent in 2017

Enterprise -- The Data Center Journal - The worldwide infrastructure as a service (IaaS) market grew 29.5 percent in 2017 to total $23.5 billion, up from $18.2...

August 06, 2018 01:27 AM

Foundries seeing chip demand for Android phones slow down

DigiTimes -- While Taiwan Semiconductor Manufacturing Company (TSMC) is expected to ramp up shipments of new-generation iPhone CPUs starting in September,...

August 06, 2018 12:47 AM

Tight supply of MOSFET may ease in mid-2019

DigiTimes -- The ongoing tight supply of MOSFET chips may last at least until mid 2019 though shortages of some key upstream materials have started to see...

August 06, 2018 12:47 AM

August 05, 2018

Cheap NAND nasty: Flooding market with chips threatens prices

Enterprise -- The Register - Risk of a flash glut rises as fab output increases

Analysis NAND oversupply is becoming a distinct possibility - with an increasing...

August 05, 2018 10:43 PM

NAND gluttons rush forward, slay market prices with too much kit

Enterprise -- The Register - Risk of a flash memory glut rises with fab output increases

Analysis NAND oversupply is becoming a distinct possibility - with...

August 05, 2018 10:42 PM

Pax8: The Strength Of Street Knowledge

Enterprise -- CRN - Six years ago, Pax8 CEO John Street set out to change the distribution model. Today, the cloud distributor has 4,000 partners and grew...

August 05, 2018 10:40 PM

IC foundries seeing 8-inch fab capacity remain tight

DigiTimes -- IC foundries have seen their 8-inch fabs run at full utilization, but order visibility for their 12-inch fab capacity is becoming unclear, according...

August 05, 2018 06:46 AM

TI Reports 2Q18 Revenue Up 9%, Net Income Up 33%

PowerPulse.Net -- Texas Instruments Incorporated reported second-quarter revenue of $4.02 billion, net income of $1.41 billion and earnings per share of $1.40....

August 05, 2018 05:58 AM

UMC expects flat shipment growth in 3Q18

DigiTimes -- United Microelectronics (UMC) expects its wafer shipments to register flat sequential growth in the third quarter with a marginal increase in...

August 05, 2018 05:52 AM

DRAM industry likely to face oversupply in 2019

DigiTimes -- While the global DRAM market still remains robust currently, the recent capacity ramps by Micron Technology and the planned kick-off of commercial...

August 05, 2018 05:52 AM

August 03, 2018

Lead is now an SVHC - Implications for Manufacturers + Prop 65 & RoHS

Distribution -- TTI MarketEye - On June 27 the European Chemicals Agency (ECHA) announced that it had added ten substances to the Candidate List of Substances...

August 03, 2018 06:55 PM

International component makers strategically hike quotes

DigiTimes -- Global tech supply chains have seen overwhelming price hikes in 2018, ranging from DRAM, silicon wafer, and passive components to discrete devices...

August 03, 2018 04:42 PM

Foxconn hiring more workers for new iPhones, says paper

DigiTimes -- Foxconn Electronics (Hon Hai Precision Industry) is offering extra bonuses in its bid to hire more workers for its plants in Zhengzhou, China,...

August 03, 2018 12:08 AM

August 02, 2018

Using Predictive Analytics and Big Data to Model Parts Shortages in Passive Electronic Components

Distribution -- TTI MarketEye - Investing in the Electronic Component Supply Chain Requires a Basic Understanding of Past Cycles. In this Marketeye Article,...

August 02, 2018 05:18 PM

Using Predictive Analytics and Big Data to Model Parts Shortages in Passive Electronic Components

Distribution -- TTI MarketEye - Investing in the Electronic Component Supply Chain Requires a Basic Understanding of Past Cycles. In this Marketeye Article,...

August 02, 2018 05:18 PM

Taiwan June manufacturing production index down on month

DigiTimes -- Taiwan recorded manufacturing production index (2016 as base year) of 107.86 for June 2018, decreasing 3.49% sequentially but increasing 0.68%...

August 02, 2018 03:56 PM

1H 2018 in Supply Chain in Numbers and Charts

Supply Chain Digest -- We Look at the Economy, US Manufacturing, Freight Rates, Oil Prices and More

August 02, 2018 04:18 AM

August 01, 2018

TSMC expects modest sales growth in 3Q18

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) saw its revenues fall nearly 20% sequentially in the second quarter of 2018. The world's largest...

August 01, 2018 10:12 PM

TSMC revises revenue, capex outlook for 2018

DigiTimes -- Taiwan Semiconductor Manufacturing Company (TSMC) has revised its revenue growth forecast for 2018 to 5-9%, compared with the up to 10% estimated...

August 01, 2018 06:50 PM

Semi content in electronic systems forecast to reach 31.4% in 2018, says IC Insights

DigiTimes -- The global electronic systems market will grow 5% to US$1,622 billion in 2018, while the worldwide semiconductor market is expected to surge...

August 01, 2018 06:50 PM

Chipmaker TSMC Cuts Sales Outlook On Crypto, Smartphone Slowdown

Investors Business Daily -- Taiwan Semiconductor Manufacturing, the world's largest contract chipmaker, on Thursday lowered its full-year sales outlook on a slowdown in...

August 01, 2018 05:01 PM

Semiconductor Industry Stands to Lose in Trade War, Analyst Says

Global Purchasing -- No country builds more of the world's chips than the United States, and no country imports more chips than China. And the trade war brewing between...

August 01, 2018 03:45 PM

Rising demand from multiple segments drive analog IC market | By James Carbone

Electronics Sourcing -- Strong demand and mostly firm prices will result in steady revenue growth for analog ICs through 2021 The global analog ...

August 01, 2018 03:15 PM

OEMs Should Commit to Inventory During Component Shortages

Electronics Purchasing Strategies -- The causes, effects and implications of "The Great Component Shortage of 2018" have been thoroughly analyzed. The automotive and IoT industries...

August 01, 2018 05:25 AM

NVR: Global EMS Market Grew by 10.8% in 2017

Electronics Purchasing Strategies -- New Venture Research (NVR) announces the publication of its annual electronics manufacturing services report titled, "The Worldwide Electronics...

August 01, 2018 05:24 AM

July 27, 2018

Cloud Revenues Continue to Grow by 50% as Top Four Providers Tighten Grip on Market

Globe Newswire -- New Q2 data from Synergy Research Group shows that spend on cloud infrastructure services jumped 50% from the second quarter of 2017. This was...

July 27, 2018 07:06 PM

North American Semiconductor Equipment Industry Posts June 2018 Billings

Electronics -- SEMI - North America-based manufacturers of semiconductor equipment posted $2.48 billion in billings worldwide...

July 27, 2018 05:35 PM

Weekly Global Update for July 25, 2018

Distribution -- TTI MarketEye - Global Electronic Systems Market will grow 5% y/y in 2018; DRAM Supercycle Ending; Currency Exchange Rates Shaken by Trade Spats;...

July 27, 2018 01:09 AM

July 25, 2018

DARPA dedicates $75 million (to start) into reinventing chip tech

Tech -- TechCrunch - The Defense Department's research arm, DARPA, is throwing a event around its "Electronics Resurgence Initiative," an effort to...

July 25, 2018 05:32 PM

Keeping a Close Eye on Tariffs

Distribution -- TTI MarketEye - Uncertainty clouds the economic outlook under threat of escalating trade wars, industry watchers say.

July 25, 2018 04:41 PM

July 22, 2018

Worldwide Spending on Blockchain Forecast to Reach $11.7 Billion in 2022, According to New IDC Spending Guide

Think -- IDC - Worldwide spending on blockchain solutions is forecast to reach $11.7 billion in 2022, according to a new update to the Worldwide Semiannual...

July 22, 2018 11:53 PM