Electronics OCMs and Distributors Weigh in on Shortages, Tariffs & 2019

As the electronics industry plows through calendar Q4, murmurs of uncertainty around 2019 are surfacing. Analysts say there’s a possibility that demand for electronic components will cool in 2019, and tariffs continue to fuel uncertainty throughout the electronics supply chain. “Semiconductor memory ASPs are going to fall. Semiconductor sales are going to decline. The U.S…

Taiwan, EMS, China

Taiwan Maintains EMS Dominance Amidst China’s Challenge

Editor’s Note: Welcome to AspenCore’s Special Project on Focus on Taiwan, Part 2. Offered in the form of an eBook, this special project provides an in-depth look at Taiwan. We explored the topic from multiple angles including the business, technology, and economy. The ascension of mainland China as a manufacturing powerhouse has been both a blessing…

Tariffs Raise ‘Red Flag’ on Component Supply Risks

Electronics executives and industry experts are all over the map regarding the impact of U.S. and China tariffs on component supplies, OCMs, distributors and their customers. One thing is crystal clear – tariffs, or “taxes,” in one form or another are going to be passed on to buyers. Research and investment firm Morgan Stanley projects…

manufacturing, tariffs, factory,

U.S. Factory Activity Slows; Tariff Worries Accelerate

Even though U.S. manufacturing activity remains robust — the nation’s leading production index, the PMI, registered 58.1 percent in July — the industry’s concern over tariffs has reached a new high, according to the Institute for Supply Management. The demand picture for U.S.-made goods remains positive, said Tim Fiore, chair for the ISM’s manufacturing business…

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…