Manufacturing Activity Eases Slightly in July

The pace of U.S. manufacturing growth cooled a bit in July as factories continued to struggle with labor and supply constraints. But some pressures appear to be easing: prices paid by manufacturers declined 6.4 percent between June and July, according to the Institute for Supply Management, and factory employment increased. Overall, the nation’s PMI decreased…

Component Prices Rise 10% to 40%

Increased component prices are inevitable when demand outstrips supply. But the electronics supply chain is being hammered on all sides – from materials to logistics — with rising costs. As one freight expert put it: “In 2020 and 2021, global logistics just can’t seem to catch a break.” For months, the Institute for Supply Management…

MLCC Supply Threatened by Malaysia Lockdown

The indefinite extension of Malaysia’s pandemic-related movement control order (MCO) 3.0 has posed severe challenges for the global MLCC market, according to TrendForce. The high-end MLCC segment, in particular, is expected to suffer the most severe shortage, and products that feature high-end MLCC, such as smartphones, notebooks, networking products, server, and 5G base station components,…

Unfortunately, Fabs Won’t Fix Forecasting

With Intel Corp. predicting a scarcity of semiconductors that will last years, chip makers are set to build 29 new fabs by the end of 2022, according to industry group SEMI. These plans will have little impact on the current shortage, which has spread well beyond the automotive industry. Although fab plans represent a boon…

sourcing, procurement, strategic

Why Siemens Bought a Supply Chain Company

Where does a supply chain firm fit into Siemens AG’s portfolio? Supplyframe, which Siemens acquired in May, will be integrated into Siemens’ Digital Industries unit and become part of its software-as-a-service (SaaS) offering. In its 18 years in business, Supplyframe has evolved from a components aggregator to a “design-to-source” intelligence (DSI) firm. Its DSI platform…

Texas Instruments Retains Lead as Top Analog IC Supplier

Analog ICs remain a critical component in nearly all of today’s digital-centric systems. Consumer, computing, communications, automotive, and industrial/medical systems rely on analog devices to manage power consumption and to help extend battery life in portable devices. IC Insights’ April Update to the 2021 McClean Report ranked the leading analog IC suppliers for 2020. Collectively,…