Looming Price Hikes, Tight Supply for LCD Driver ICs

Rising demand for internet of things (IoT), automotive electronics and smart home devices are driving foundries to shift some of their 200-mm production from LCD driver ICs to more profitable power management IC (PMIC) and microcontroller (MCU) devices, according to WitsView, a division of TrendForce. The result: panel makers should expect five to 10 percent higher…

Samsung Capital Expenditure for DRAM and NAND

Will Samsung Dash China’s Memory Market Hopes?

Is Samsung’s massive $26 billion semiconductor capex only delaying China’s push into the memory device market? While it’s not likely to halt China’s inevitable drive into the DRAM and NAND flash markets despite technology challenges, it may wield a bigger influence on its competitors’ capex plans as Samsung protects its leadership position. For buyers, it…

Semiconductor Sales On Pace For Record Year

The semiconductor industry has every reason to be optimistic for the rest of the year. Global semiconductor sales registered their highest-ever quarterly sales increase during Q3 to $107.9 billion; and optoelectronics, sensors, actuators and discretes (OSD) are on track to set record-high annual revenues in 2017. The Semiconductor Industry Association (SIA) reported global Q3 chip sales…

Component Shortages to Last ‘Longer Than Expected’

There’s no short-term relief ahead for electronics manufacturers that are scrambling for components. Tight supplies of capacitors and resistors are expected to last into mid-2018—longer than industry experts expected. The dreaded words “allocation” and “double-ordering” are coming up more frequently, meaning OEMs and EMS providers are facing long-term sourcing challenges. Thick- and thin-film chip resistor…