Covid-19

TrendForce: Top 10 Foundries’ Revenue Hits All-Time High

With Intel Corp. predicting that the chip shortage could last years, foundries — and chip makers — are in a position to increase prices. TrendForce reports various foundries are raising their wafer prices and adjusting their product mixes to ensure profitability. Back in March, Intel announced plans to invest $20 billion in U.S. chip facilities…

Tips for Expediting the Supply Chain Backlog

There is no end in sight for global supply delays stemming from trade restrictions and transportation logjams. Demand continues to rise for U.S.-manufactured goods, but raw material and component disruptions are hindering production expansion. “Recent record-long lead times, wide-scale shortages of critical basic materials, rising commodities prices and difficulties in transporting products are continuing to…

Manufacturing Optimism Grows for Remainder of 2021

Purchasing and supply executives expect manufacturing growth will continue for the rest of 2021 with several metrics – capacity, capital expenditures and revenue – exceeding forecasts of late 2020. There is hope that the corner has been turned on the coronavirus pandemic, according to the Institute for Supply Management, and both the U.S. manufacturing and…

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.…

manufacturing, growth, revenue, profit

Electronics Adds to U.S. Manufacturing Surge

The electronics sector helped drive U.S. manufacturing activity to a 37-year high in March as pent-up demand emptied customers’ shelves and firmed up expectations for a widespread economic recovery. There are no signs demand will abate, according to the Institute for Supply Management, although factories will face supply and labor constraints at least through the…

manufacturing, index, low

Demand Surges, Supply Tightens at U.S. Factories

Demand remains high for U.S.- made products even as manufacturers contend with price increases, labor shortages and supply constraints. The Institute for Supply Management’s PMI reached a three-year high in February to 60.8, an increase of 2.1 percentage points from the January reading. Signs for future demand remain strong, but supply chain pressures are unlikely…

The Pandemic Playbook: What Covid-19 Taught Us, Part 1

While 2020 is behind us, the continuing global pandemic has taught a host of supply chain lessons, highlighting both the strengths and weaknesses of electronics suppliers, distributors, and manufacturers. In the turn of a calendar year, this traditional industry has gone from embracing the way it’s always been done to looking at new ways of…

Why is Visibility so Difficult?

As semiconductors become scarce in 2021, companies in the electronics supply chain are seeking better visibility into long-term chip demand. Two research reports shed some light on why visibility, in general, is so hard to achieve. More than half the companies recently surveyed by the Economist Intelligence Unit (EIU) rely on their own data for…