Finance News.

ECIA: Component & Product Demand Surges to Dramatic High

Optimism in the electronics market is surging, according to ECIA, bolstering data from a national manufacturing index that reached a 37-year high in March. The ECIA’s Electronic Component Sales Trend (ECST) monthly survey, which assesses month-to-month sales growth sentiment, leapt up between 26 and 27 points in component and end-market measures from February to March.…

Optos, Sensors & Discretes Defy Covid Economy

A broad-based economic rebound in 2021, fueled by pent-up demand and a steady recovery in global commerce after the 2020 outbreak of the Covid-19 virus pandemic, is forecast to lift total sales in optoelectronics, sensors and actuators, and discrete semiconductors (O-S-D) by 13 percent to $99.4 billion this year, according to IC Insights. IC Insights…

Renesas, Naka fab, fore, ICs

Renesas Fire Exacerbates Auto MCU Shortage

While Renesas officially aims to get its Naka 12-inch wafer production line back to full operation within one month, research firm TrendForce expects the immediate task of restoring the cleanroom and installing new equipment systems to take much longer than that. Renesas said that the fire burned about 5 percent of the total area of…

TrendForce: NAND Flash Contract Prices to Rise 3% to 8%

With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10 percent QoQ, according to TrendForce’s latest investigations. On the other hand, orders from PC OEMs and Chinese smartphone…

Contract DRAM Prices to Rise up to 18%

At the moment, the DRAM market has formally entered a new cycle of rising prices, and 2Q21 will see larger quarter-over-quarter (QoQ) price increases compared with 1Q21, according to TrendForce’s latest investigations. Looking ahead to 2Q21, shipments of various end products are expected to remain fairly strong. At the same time, clients in the data…

Executive Order Clears Path to $37 Billion Chip Investment

President Biden on Wednesday signed, as expected, an executive order that paves the way for allocation of $37 billion federal government investment to address the chip supply shortfall. Industry reaction has been positive with both the Semiconductor Industry Association (SIA) and the Information Technology and Innovation Foundation (ITIF) immediately issuing statements showing relief that the…

Electronics Industry Welcomes Supply Chain Review

Unsurprisingly, the electronics industry is reacting favorably to President Biden’s executive order to review critical U.S. supply chains. The Covid-19 pandemic exposed the United States’ dependence on foreign supplies including semiconductors and materials used in PPE, medical tests and pharmaceuticals. Reliance on foreign sources is not a new issue in electronics but tariffs, the China-U.S.…