IC Insights - annual wafer capacity trends

Component Shortages Will Ease as Wafer Capacity Grows

Silicon wafer production capacity last year wasn’t enough to meet supply and demand across several IC segments, particularly memory components and discrete semiconductors, which resulted in component shortages and extended lead times. Wafer capacity is now forecast to increase over the next two years, which will lessen supply constraints and stabilize pricing as more capacity…

Yole IPDs report - supply chain

IPDs Reduce BOMs, Save Space & Improve Performance

Initially developed to replace discrete capacitors, resistors and inductors, integrated passive devices (IPDs) are having a kind of resurgence thanks to the development of ever-shrinking electronic devices that need to pack more electronics components into smaller spaces. These newer devices are far from simple capacitor and resistor arrays. Today, IPDs can reduce an OEM’s bill…

Broadcom-Qualcomm: A Merger of Equals is Better

Qualcomm Inc. was right to turn down Broadcom Ltd.’s “final” purchase offer. It is bad for both companies. A better deal is a merger of equals that promises major tax benefits for shareholders, a lower debt burden and swift integration. A merger is what Broadcom and Qualcomm should be discussing rather than the likely fruitless…

Avnet’s Next Test: Avoiding the Serial Restructuring Trap

Avnet Inc. Is mending. It is not hale and hearty yet, though, and as it revels in recent financial wins, the distributor confronts a new challenge: shaking off the impression that it has fallen into an inescapable restructuring corkscrew. The perception that Avnet is perennially retooling operations clashes hard with the image that CEO William…

DRAMeXchange Mobile DRAM prices - average DRAM price

Samsung, NDRC Deal Will Cut DRAM Price Increases

DRAMeXchange, a research division of TrendForce, reports that Samsung Electronics, with the support of the Korean government, is signing a memorandum of understanding (MOU) with China’s National Development and Reform Commission (NDRC) that should drive down DRAM price increases. The MOU is expected to consist of cooperation in the semiconductor industry, including further investment in China…

Resilinc supply chain disruptions – top 5 SC events

Resilinc: Supply Chain Disruptions Nearly Doubled in 2017

Supply chain disruptions globally nearly doubled in 2017, according to Resilinc’s annual report. The analysis covers incidents by risk type, industry, geography, and disruption potential, highlighting global supply chain risks for 2018. The 2017 EventWatch Supply Chain Disruption Annual Report finds the increased disruptions potentially impacted 32 percent of S&P 500 companies over the past…

The Case for Further Distribution Consolidation

The electronics component distribution market is straining under severe margin pressures that are bound to persist until businesses in the sector come to terms with one harsh reality: there are too many of them. Further consolidation of the sector is necessary if surviving distributors are to reap the full benefits of restructuring actions undertaken in…