Taiwan, EMS, China

Taiwan Maintains EMS Dominance Amidst China’s Challenge

Editor’s Note: Welcome to AspenCore’s Special Project on Focus on Taiwan, Part 2. Offered in the form of an eBook, this special project provides an in-depth look at Taiwan. We explored the topic from multiple angles including the business, technology, and economy. The ascension of mainland China as a manufacturing powerhouse has been both a blessing…

Why Analysts Are Skeptical About Component Demand

You can’t really blame financial analysts for their skepticism on current component demand. The last time the electronics supply chain took orders at face value the industry was left with $13 billion in semiconductor excess alone. Everyone from component manufacturers through OEMs had to write down or write off millions of dollars’ worth of inventory. At…

OEM Re-Verticalization is Squeezing Semiconductor and Distribution TAM

Verticalization – or the more modern version of it – is in vogue again and its embrace by the biggest and most powerful OEMs is roiling the electronics industry as the opportunities and sizes of markets served by semiconductor makers, component distributors and software developers shrink further, forcing a re-evaluation of their roles, offerings and…

How to Reduce Defects in the Automotive Supply Chain

The automotive industry and its robust and complicated supply chain is constantly striving to reduce defective parts per million (DPPM). With autonomous vehicles entering mainstream markets over the next decade, the quality requirements for many automotive electronic systems are increasing rapidly, and suppliers have been required to shift from DPPM to DPPB (defective parts per…