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,…

component shortages

Widespread Component Shortages Expected Through 2H 2017

The first half of 2017 is shaping up as the perfect storm for electronics suppliers as capacity constraints, merger and acquisition, obsolescence and higher-than-expected demand is creating component shortages across the supply chain. The risk of double booking has been cited in at least two research reports, indicating the 2001 inventory glut may be fading…

Merger Mania and the Future of the Semiconductor Landscape

If there’s an example of positive impacts of consolidation on a market, the past few years in the memory sector could well be that example. I have to admit, as a general rule, I’m leery of waves of M&A that push sectors toward oligopolies. Along this vein, I confess to having been concerned during the…