5G, electronics, infrastructure

The 5G Revolution: It’s all About the Infrastructure

The biggest 5G opportunity for the electronics supply chain  — infrastructure — is also its biggest inhibitor, according to one industry expert. Base stations, towers and data processing centers require a lot of industrial electronics, but nobody — literally — wants them in their backyard. “2020 will be the year that 5G scales,” Qualcomm Inc. President…

SEMI: Billings Rise For Second Consecutive Month

North America-based manufacturers of semiconductor equipment posted $2.12 billion in billings worldwide in November 2019 (three-month average basis), according to the November Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI. The billings figure is 1.9 percent higher than the final October 2019 level of $2.08 billion, and is 9.1 percent higher than the…

Gartner: 85% of Logistics Leaders to Boost Outsourcing Budget

Eighty-five percent of logistics leaders expect that their outsourcing budget will increase by more than 5 percent in 2020, according to Gartner, Inc. Already for 2019, 85 percent reported a similar budget increase. “Outsourcing one or more logistics service types has become largely mainstream,” said Courtney Rogerson, senior principal analyst with the Gartner Supply Chain…

DRAM Demand Returns; Q3 Global Sales Up 4%

Demand-side inventory for DRAM in 2H19 has returned to relatively healthy levels, according to the DRAMeXchange research division of TrendForce. Furthermore, some vendors pulled their quarterly product shipment forward to avoid potential negative impacts from Trump’s impending tariffs; this shift skyrocketed DRAM suppliers’ sales bits in 3Q19, driving total DRAM revenue up by 4 percent…