Arrow Boosts Design Chain Offerings with eInfochips Deal

Arrow Electronics Inc. is diving deeper into the design engineering services market with an agreement to purchase eInfochips, a San Jose-based product engineering firm serving OEMs and semiconductor companies with a range of offerings spread across various segments of the high-tech industry. The eInfochips transaction is the latest in a series of transformative actions being…

Allocation 2017: What’s Behind the Component Shortage

Component shortages are not just about increased demand. Any number of factors – production capacity, supply chain disruptions, obsolescence and technology migration – can contribute to product scarcity. For 2017 and 2018, supplier merger and acquisition (M&A) activity can be added to the causation list. Semiconductor and tech mergers reached an all-time high in 2016 and formed…

Broadcom-Qualcomm: Another Blunder in the Making

The $130 billion offer by Broadcom Ltd. for Qualcomm Inc. announced this week will rank as the industry’s biggest deal but that designation alone should give cause for concern. Huge deals like this are notorious for not meeting expectations and a hard look at the facts indicate Broadcom’s shareholders may in time come to rue…

Semiconductor Sales On Pace For Record Year

The semiconductor industry has every reason to be optimistic for the rest of the year. Global semiconductor sales registered their highest-ever quarterly sales increase during Q3 to $107.9 billion; and optoelectronics, sensors, actuators and discretes (OSD) are on track to set record-high annual revenues in 2017. The Semiconductor Industry Association (SIA) reported global Q3 chip sales…

Component Shortages to Last ‘Longer Than Expected’

There’s no short-term relief ahead for electronics manufacturers that are scrambling for components. Tight supplies of capacitors and resistors are expected to last into mid-2018—longer than industry experts expected. The dreaded words “allocation” and “double-ordering” are coming up more frequently, meaning OEMs and EMS providers are facing long-term sourcing challenges. Thick- and thin-film chip resistor…

Can China Get Any Chipmaker if it Can’t Even Buy Lattice?

Chinese enterprises, government and public investment firms need a different international M&A strategy because whatever they are doing now is clearly not working in the global semiconductor market. China has built a $150 billion-plus technology war chest to transform its economy into a high-end IT powerhouse but Western governments have repeatedly checkmated those moves in…

Price Hikes Drive Improved Semiconductor Forecasts

Electronic component suppliers have been complaining for years about eroding prices. With many types components currently in short supply, prices have finally begun to tick up. But are any of these price hikes sustainable? Typically, the answer is “no.” A continual stream of better-smaller-faster components exerts downward price pressure on older-generation products. However, one research…

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…

Xilinx and Avnet Deepen Distribution Engagement

Semiconductor vendor Xilinx Inc. and Avnet Inc. have struck an agreement to expand their existing relationship and extend this into a range of services meant to showcase the top-tier distributor’s reach into the electronics design chain. The announcement builds on steps already taken in recent months by Avnet to reorganize operations and refocus on strengthening…