Foundry Sales to Surpass $100 Billion in 2021

Robust demand for advanced processors used in networking and data center computers, new 5G smartphones, and ICs used in other high-growth electronics market applications such as robotics, self-driving vehicles and driver-assist automation, artificial intelligence, machine-learning and image recognition systems is forecast to lift total foundry sales to $107.2 billion in 2021, a 23 percent increase…

Samsung Passes Intel as No. 1 Chip Supplier in Q2 2021

Driven by surging demand and rising prices for DRAM and flash memory, Samsung, the world’s largest memory supplier, saw its total semiconductor sales increase 19 percent in 2Q21 to $20.3 billion, moving it past Intel and into first place to become the world’s largest semiconductor supplier for 2Q21, IC Insights reported. Samsung was previously ranked…

Optimism Cools on Electronic Component Sales

Optimism regarding electronic component sales has tempered in the past few months, according to ECIA, although demand remains steadfastly high. The economy, inflation and supply chain constraints have likely contributed to softening expectations. It’s also possible that, after six months of chip allocation, OEMs are realistic about the number of parts they can expect to…

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…