Taiwan, EMS, China

Taiwan Maintains EMS Dominance Amidst China’s Challenge

Editor’s Note: Welcome to AspenCore’s Special Project on Focus on Taiwan, Part 2. Offered in the form of an eBook, this special project provides an in-depth look at Taiwan. We explored the topic from multiple angles including the business, technology, and economy. The ascension of mainland China as a manufacturing powerhouse has been both a blessing…

Avnet, Microchip, Microsemi, franchise

Avnet Wins Back Microsemi Global Franchise

The Microchip Technology/Microsemi Corp. distribution channel is beginning to gel following the March acquisition of Microsemi by Microchip. Microsemi has joined Microchip in its authorization of Avnet Inc. to carry its complete product portfolio across the globe. This is the first major move by the merged entity as it assesses its combined distribution channel. For…

Tariffs Raise ‘Red Flag’ on Component Supply Risks

Electronics executives and industry experts are all over the map regarding the impact of U.S. and China tariffs on component supplies, OCMs, distributors and their customers. One thing is crystal clear – tariffs, or “taxes,” in one form or another are going to be passed on to buyers. Research and investment firm Morgan Stanley projects…

Arrow, distributor

Arrow Posts Double-Digit Growth in Q2 Sales & Net Income

Ongoing high demand for electronic components contributed to Arrow Electronics Inc.’s double-digit growth in the second quarter (Q2) of 2018. Sales reached $7.39 billion, an increase of 15 percent from sales of $6.42 billion in Q2 2017. Second-quarter net income of $170 million, or $1.92 per share on a diluted basis, compared with net income of $100 million, or $1.11 per…

manufacturing, tariffs, factory,

U.S. Factory Activity Slows; Tariff Worries Accelerate

Even though U.S. manufacturing activity remains robust — the nation’s leading production index, the PMI, registered 58.1 percent in July — the industry’s concern over tariffs has reached a new high, according to the Institute for Supply Management. The demand picture for U.S.-made goods remains positive, said Tim Fiore, chair for the ISM’s manufacturing business…

counterfiets, electronics, components

Counterfeit Reports Fell in 2017; 2018 Trend Unclear

Incidents of counterfeit electronic components dropped dramatically in 2017, according to ERAI Inc., a global organization that monitors, investigates, and reports issues affecting the supply chain. ERAI reported a total of 771 suspect counterfeit and nonconforming parts in 2017, which shows a marked decline from prior years. The organization is cautious, however, about drawing too…

Micron. memory, DRAM

Will China’s Micron Ruling Impact the Supply Chain?

DRAM supply and demand is so volatile that memory production, prices and availability are often measured separately from other semiconductor products. The electronics industry is currently in the midst of shortages of many critical components. An injunction, which has halted U.S.memory manufacturer Micron Technology from producing certain DRAM and SSD products in China, may press an…

electronics, components, tariffs

Tariff & Supply Anxiety Increase Even as Manufacturing Grows

U.S. manufacturing activity accelerated in June—but so did anxieties around electronic component shortages and tariffs. The Institution for Supply Management’s leading production index, the PMI, increased by 1.5 percent in June to 60.2. However, electronic component constraints are being felt across multiple manufacturing sectors. “Electronic component supply issues continue to disrupt production,” a transportation industry…