Component Prices Rise 10% to 40%

Increased component prices are inevitable when demand outstrips supply. But the electronics supply chain is being hammered on all sides – from materials to logistics — with rising costs. As one freight expert put it: “In 2020 and 2021, global logistics just can’t seem to catch a break.” For months, the Institute for Supply Management…

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…

Intel’s at a Memory Crossroads — Again

Intel is at memory business crossroads, again. According to The Wall Street Journal, the semiconductor industry giant is selling its NAND flash unit to SK Hynix for $9 billion. Besides NAND flash chips, the deal encompasses Intel’s solid-state drive business and wafer operations, including Intel’s fabrication facility in Dalian, China. Intel’s love and hate relationship with…

U.S. Moves to Cut Huawei’s Access to Global Chip Suppliers

The global electronics supply chain could be bracing for another disruption as the U.S. government moves to block semiconductor shipments from global chip makers to Huawei Technologies, the Chinese 5G and networking giant. Chip makers deal directly with large global customers such as Huawei, but electronics distributors often manage the logistics of semiconductor shipments to local markets. Most…

Intel, lifecycle

Supply Chains Aid Compute Lifecycle Assurance Advancement

The globalization of technology design, development, manufacturing and distribution has created an environment of complicated supply chains with limited transparency. There is a growing need to provide assurances of platform integrity in every stage of the compute lifecycle, and to do so in a manner that is as transparent as possible. Government agencies, commercial organizations…

Will a Third Huawei Extension Matter to U.S. Tech?

The U.S. Department of Commerce has again extended the temporary general license (TGL) allowing U.S. tech companies – such as Intel, Micron, Qualcomm and Xilinx — to sell components to Chinese networking giant Huawei Technologies. This is the third such extension since the U.S. government, citing security concerns, added Huawei to its “Entity List” in…