Finance News.

IP&E War Heats Up Electronics Supply Chain, Part 1

Large, billion dollar transactions are unusual in the interconnects, passives and electromechanical (IP&E) components market but recent developments point to a stirring in the sector that will have major impacts on OEMs, suppliers and parts distributors serving the sector. True, IP&E components are anything but glamorous and the main vendors — Amphenol, AVX, Kemet, Molex,…

Avnet’s Fay: Hynix Fire Exposes Supply Chain Vulnerability

For years now I have been advocating the importance of having a comprehensive and proactive risk management strategy to protect the continuity of the supply chain when a disruption occurs. And though I believe that there is indeed a greater awareness of the importance of risk management, the apparent panic ignited by the recent Hynix…

Koch Veers into Electronics with $7.2B Molex Acquisition

Koch Industries has agreed to purchase Molex Inc. for $7.2 billion in a transaction that will bring the 75-year old electronic components manufacturer into the fold of one of the world’s biggest and privately-owned industrial conglomerates. The transaction represents Koch’s deepest foray into the electronics industry and marks one of the biggest acquisitions in years…

Severe DRAM Allocation? Reality Suggests Differently

Spot prices for DRAMs have shot up 19 percent since a recent fire at a SK Hynix plant in China halted production at the industry’s second-largest memory supplier’s facility but fears of “allocation” – one of the most dreaded words in the purchasing community – will eventually prove unfounded. The SK Hynix plant shutdown sparked…

Nokia’s Elop Must Not Become Microsoft CEO

Can Stephen Elop still forcefully defend himself against accusations he was a “Trojan Horse” moved by Microsoft Corp. inside Nokia Corp. to deliver the Finnish mobile equipment manufacturer to Redmond, Wash.? I am not a conspiracy theorist but I didn’t accept the Nokia CEO’s defense the first time he offered them in February, 2011 and…

Web Down! Surviving the Inconceivable Supply Chain Disaster

Site down isn’t just a problem for the likes of the New York Times and other media outlets that have ticked off a despot somewhere in the world. An onslaught of “denial-of-service” attacks in segments of the economy that have heavily embraced e-commerce and other online process management functions could spell disaster and trigger massive…

Flextronics Trims, Acquire in bid to Win

Flextronics International Ltd.’s strategy for achieving financial stability seem simple enough except that, these days, drastic cost-cutting involving plant closures don’t necessarily go well with aggressive small and medium-size acquisitions. There’s a method to the madness, though, and company executives in recent presentations to analysts and investors have insisted this strategy is helping the contract…

India: Distribution’s Next Hotspot

India isn’t the hottest market for electronics right now but with more than 1.2 billion people, it has the potentials to become one in future, hence the attention being paid to it by many of the world’s biggest electronics equipment manufacturers and other players in the industry supply chain. Component distributors, especially, are avidly exploring…