Component Trends: Little Movement in August

The dog days of August are evident in the electronics components market: lead times and prices haven’t moved significantly from the prior month, according to Avnet’s most recent Market and Technology Trends report.  Although there’s been some upward movement in memory products, most semiconductor and IP&E trends have remained stable. Lead times for DDR-1 SDRAM…

Micron. memory, DRAM

Micron Stabilizes, Predicts end of DRAM ‘Arms’ Race

After more than a decade of savage pricing pressures that devastated margins and profitability at suppliers combined with wild demand-supply swings, the semiconductor DRAM market appears to be finally settling into a more “normal” trading pattern, according to an executive at Micron Technology Inc. The chip vendor, one of about three top suppliers that led…

Memory Prices Tighten but is it Sustainable?

Memory semiconductor vendors have engineered the seemingly impossible. Prices are rising, inventories are tighter, there’s even talk of shortages in certain product areas due to a fire that halted production at a major facility and overall, the fundamentals of the memory market are seen as much better today than they have been in years. How…

Avnet’s Fay: Hynix Fire Exposes Supply Chain Vulnerability

For years now I have been advocating the importance of having a comprehensive and proactive risk management strategy to protect the continuity of the supply chain when a disruption occurs. And though I believe that there is indeed a greater awareness of the importance of risk management, the apparent panic ignited by the recent Hynix…

Severe DRAM Allocation? Reality Suggests Differently

Spot prices for DRAMs have shot up 19 percent since a recent fire at a SK Hynix plant in China halted production at the industry’s second-largest memory supplier’s facility but fears of “allocation” – one of the most dreaded words in the purchasing community – will eventually prove unfounded. The SK Hynix plant shutdown sparked…