Electronics Component Shortage: A Tale of Two Decades

In 2001, there was so much excess component inventory in the supply chain that more than $13 billion worth of semiconductors alone was written down or off by component makers, distributors and customers. People still wince at the memory. In 2021, there’s such a severe shortage of semiconductors that the automotive industry is set to…

Unfortunately, Fabs Won’t Fix Forecasting

With Intel Corp. predicting a scarcity of semiconductors that will last years, chip makers are set to build 29 new fabs by the end of 2022, according to industry group SEMI. These plans will have little impact on the current shortage, which has spread well beyond the automotive industry. Although fab plans represent a boon…

Foxconn, LCD, flipflop, US

What’s Behind Foxconn’s Flipflop on U.S. LCD Plant?

Anyone familiar with Foxconn/Hon Hai Precision Industry retained a healthy dose of skepticism when Foxconn announced it would build advanced liquid-crystal displays (LCDs) in Wisconsin. To put it charitably, Foxconn is not renowned for honoring its contracts. More than 20 years ago, when I was working for Electronic Business magazine, one of our editors spent…

Can High-Tech Solve its own Counterfeit Electronics Problem?

The electronics industry has developed some of the most ground-breaking technologies in human history. Yet, the best minds in high-tech have been unable to overcome one of the industry’s most insidious challenges: counterfeit electronics. To some extent, technology advancements have only added to the problem: electronic components can now be cloned so well that they…

Why Analysts Are Skeptical About Component Demand

You can’t really blame financial analysts for their skepticism on current component demand. The last time the electronics supply chain took orders at face value the industry was left with $13 billion in semiconductor excess alone. Everyone from component manufacturers through OEMs had to write down or write off millions of dollars’ worth of inventory. At…

distributors

Amazon.com is Not Out to Get You (But That Doesn’t Mean it Won’t)

My colleague Bolaji Ojo eloquently outlined the impact Amazon.com is having on the world of electronics. I agree with Bolaji’s analysis 100 percent. But much of the coverage of Amazon in the electronics trade press – including EPSNews – implies that Amazon.com is intentionally targeting the electronics distribution industry. That’s simply not true. Amazon is targeting any market…