Q2 Supply Forecast: Just Like Q1, But Pricier
Just about a year ago, hopeful electronics companies were forecasting semiconductor supply constraints would ease in the second half of 2022
Barb Jorgensen is editor-in-chief for supply chain publication EPSNews and has covered electronics manufacturing, procurement and business for more than 25 years. Barb spent most of her career with Electronic Business magazine and EBN; freelanced; and then founded online publication EPSNews with two industry veterans—Bolaji Ojo and Gina Roos. EPSNews was acquired by AspenCore in 2017.
Chip Makers Continue R&D Spending Streak
Following record-high investments in 2021, chip companies are set to raise their R&D spending 9 percent this year to reach a level of $80.5 billion
Manufacturing Activity Remains Sluggish
U.S. manufacturing activity in April expanded at its slowest pace in nearly two years amidst high levels of employee turnover and Covid lockdowns in China. The Institute for Supply Management’s factory index, the PMI, decreased by 1.7 percent to 55.4 as the employment, production and new orders indexes slipped slightly from March. Any number above…
A Brief History of Arrow’s Executive Leadership
If you Google Arrow’s new President and CEO Sean Kerins, you’ll see references to his basketball career at Syracuse as well as his leadership at Arrow
Component Sales Sentiment Rebounds in April
ECIA’s Electronic Component Sales Trend Survey (ECST) exceeded expectations in April
‘Zero-Covid’ Prompts Supply Chain Scrutiny
China’s lockdown of Shanghai was supposed to be short-lived. As the country remains steadfast in its Covid-19 zero-tolerance policy, disruption to the global supply chain continues to build. As of April 25, the prospect of lockdowns in Beijing increased as the nation tracked a Covid-19 outbreak that may have been spreading in the capital for…
Component Prices Increase 5-40%; Lead Times Extend to 1 Year
Electronic component prices are on the rise, with one chipmaker increasing prices between 5 percent and 40 percent in the past quarter
Chip Shipments & Wafer Capacity to Grow in 2022
Semiconductor-starved industries will see a 9.2 percent increase in chip unit shipments this year, according to IC Insights. Wafer capacity is expected to grow by 8.7 percent in 2022 – an all time high in wafer starts added. The volatile nature of the IC industry is reflected by large swings in annual wafer starts. Over…
Necessity is the Mother of Collaboration
The cacophony always gets louder when supplies are disrupted: Supply chain partners must collaborate! Yet the “importance” (i.e., order volume) of a supplier or customer often dictates the allocation of constrained resources. Still, necessity is pushing the supply chain toward better collaboration, said Alex Saric, CMO of Ivalua, developer of spend-management platforms. The call for…
Investments in Agility are Showing Returns
Investments in technology have skyrocketed as companies improve their ability to respond to external events.