market, update, outlook, improve

Q2 Expectations Improve for Electronic Component Demand

Industry experts polled in April were slightly more optimistic about electronic component demand, bookings and order cancellations than they were in March. Of roughly 20,000 global respondents to Technology Partners Consultants’ April survey, 29 percent expect a better Q2, versus 23 percent the prior month. “Based on our survey results and conversations with various supply…

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…

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…

chip industry, trade war, tariffs, U.S., China

Chip Industry Holds Its Breath as Trade War Heats Up

Semiconductor industry analysts and market watchers expressed concern after U.S. President Donald Trump announced that the U.S. would impose 25 percent tariffs on $50 billion of Chinese goods, including many products in the semiconductor supply chain. U.S. chip firms and their suppliers largely oppose the tariffs and the escalation of a trade war between the world’s…

Arrow Electronics: A Necessary Evolution in a Perilous Market

Arrow Electronics Inc. is knee-deep in the most consequential evolution in its history, one that has the potential to result in a complete transformation of its business and heavily impact the entire electronics value chain by forcing a reshaping of the design, engineering, new product introduction, procurement and the entire supply chain. Once finished, the…

Arrow Boosts Design Chain Offerings with eInfochips Deal

Arrow Electronics Inc. is diving deeper into the design engineering services market with an agreement to purchase eInfochips, a San Jose-based product engineering firm serving OEMs and semiconductor companies with a range of offerings spread across various segments of the high-tech industry. The eInfochips transaction is the latest in a series of transformative actions being…

Broadcom-Qualcomm: Another Blunder in the Making

The $130 billion offer by Broadcom Ltd. for Qualcomm Inc. announced this week will rank as the industry’s biggest deal but that designation alone should give cause for concern. Huge deals like this are notorious for not meeting expectations and a hard look at the facts indicate Broadcom’s shareholders may in time come to rue…

Supply Chain Risks Worry OEMs Most: Here are the Top 20

Electronics OEMs count supply chain risks as the most troubling set of challenges their businesses face, ahead of global economic malaise and geo-political issues. Problems such as inaccurate forecasts, sourcing constraints, supplier consolidation, pricing fluctuations, inventory management problems and the negative effects of natural disasters on shipping, procurement and logistics top the list of operating…