Pangea is Born: How will it Impact the Flash Memory Supply Chain?

If the planned $18 billion sale of Toshiba Corp.’s flash memory unit to a consortium led by Bain Capital Private Equity, LP survives legal objections and receives regulatory approval, the deal can be expected to result in higher component supplies within the next year, helping to allay OEM fears of tightening purchasing conditions for the…

Can China Get Any Chipmaker if it Can’t Even Buy Lattice?

Chinese enterprises, government and public investment firms need a different international M&A strategy because whatever they are doing now is clearly not working in the global semiconductor market. China has built a $150 billion-plus technology war chest to transform its economy into a high-end IT powerhouse but Western governments have repeatedly checkmated those moves in…

Toshiba Memory Sale: No Deal Without Western Digital Consent

Toshiba Corp. will struggle to sell its flash memory business without the acquiescence of Western Digital Corp., a fact the Japanese company seemingly ignored today when it signed a memorandum of understanding calling for the conclusion of acquisition talks with a potential buyer by the end of September. Even if Toshiba and the Bain Capital…

Supply Chain Feels Price & Delivery Impact of Harvey

An already-tight electronics supply chain will get squeezed even more thanks to the negative effects of Hurricane Harvey. Even as a second hurricane was bearing down on the U.S., domestic manufacturers were preparing for prices and deliveries to be significantly impacted over the next three months. Hurricane Harvey struck a significant blow to the Houston,…

Resilinc: Hurricane Harvey’s Supply Chain Impact May Be Worse than Expected

The impact of Hurricane Harvey on the global supply chain will be worse than expected due to the dependence on chemicals and intermediate products across a range of industries, according to supply chain experts at Resilinc, a provider of supply chain risk and resiliency solutions. Other contributing factors are an interconnected global supply chain and…

Power Semiconductors: Lead Times Continue to Stretch

Lead times for power discrete semiconductors, including MOSFETs, diodes, rectifiers and thyristors, have stretched significantly in 2017 due to increased demand particularly from automotive and industrial applications, according to market experts. For some devices, lead times have stretched to 24 to 30 weeks. Diodes, rectifiers, and low- and high-voltage MOSFETs are currently posing the biggest…