Pangea is Born: How will it Impact the Flash Memory Supply Chain?

If the planned $18 billion sale of Toshiba Corp.’s flash memory unit to a consortium led by Bain Capital Private Equity, LP survives legal objections and receives regulatory approval, the deal can be expected to result in higher component supplies within the next year, helping to allay OEM fears of tightening purchasing conditions for the…

Can China Get Any Chipmaker if it Can’t Even Buy Lattice?

Chinese enterprises, government and public investment firms need a different international M&A strategy because whatever they are doing now is clearly not working in the global semiconductor market. China has built a $150 billion-plus technology war chest to transform its economy into a high-end IT powerhouse but Western governments have repeatedly checkmated those moves in…

Toshiba Memory Sale: No Deal Without Western Digital Consent

Toshiba Corp. will struggle to sell its flash memory business without the acquiescence of Western Digital Corp., a fact the Japanese company seemingly ignored today when it signed a memorandum of understanding calling for the conclusion of acquisition talks with a potential buyer by the end of September. Even if Toshiba and the Bain Capital…

Supply Chain Feels Price & Delivery Impact of Harvey

An already-tight electronics supply chain will get squeezed even more thanks to the negative effects of Hurricane Harvey. Even as a second hurricane was bearing down on the U.S., domestic manufacturers were preparing for prices and deliveries to be significantly impacted over the next three months. Hurricane Harvey struck a significant blow to the Houston,…

Price Hikes Drive Improved Semiconductor Forecasts

Electronic component suppliers have been complaining for years about eroding prices. With many types components currently in short supply, prices have finally begun to tick up. But are any of these price hikes sustainable? Typically, the answer is “no.” A continual stream of better-smaller-faster components exerts downward price pressure on older-generation products. However, one research…

TTI Extends Specialty Distribution Model to Semiconductors

TTI, Inc., an interconnect, passive & electromechanical (IP&E) component specialist, is on a new mission to give the market an alternative to buying semiconductors from broadline distributors.  As part of this undertaking, TTI recently acquired privately-held Symmetry Electronics, a U.S.-based semiconductor distributor, building on its core principal of specialty distribution. TTI’s family of distributors has…

Electronics Companies Continue to Lead in Conflict Mineral Compliance

Electronics businesses that believe the so-called “conflict minerals” provision of the U.S. Dodd-Frank Act no longer applies to them should think again. Although SEC Acting Chairman Michael Piwowar recommended in April that the Securities & Exchange Commission not enforce the provision — which requires companies to disclose the origin of tungsten, tin, tantalum and gold…