DPA, shortage, supply, supply shortage, DPA

Why the DPA Won’t Cure Covid-19’s Supply Shortages

All over the world, healthcare workers face a critical supply shortage of personal protection equipment (PPE) which prevents cross-contamination between caregivers and patients. Life-saving ventilators are in short supply.  It’s inconceivable that in 2020, the richest country in the world cannot produce enough masks, gowns, shields and equipment in response to the Covid-19 pandemic for…

cool down, manufacturing, PMI

U.S. Factory Activity Cooled in February

U.S. manufacturers may be facing a bumpy ride in Q1 as the nation’s factory activity cooled in February. New orders, production and employment all declined from January levels, according to the Institute for Supply Management (ISM), and the PMI dropped 2.4 percentage points to 54.2 percent. As long as the PMI remains above 50, the manufacturing industry continues to expand. “We are still in the…

Optoelectronics, Sensors/Actuators, Discretes Climb Again

In 2018, a mixed bag of higher prices, shortages, and new imaging applications is driving up total optoelectronics, sensors and discrete semiconductors (O-S-D) sales by 11 percent and expected to set a ninth consecutive record-high level of combined revenues. With tight supplies of widely used power transistors and diodes driving up prices and new optical-imaging applications moving…

manufacturing, factories, ISM, US factories

Electronics Leads August’s Red-Hot Factory Activity

Following a slight cool-down period in July, the nation’s factory activity is running hot. The Institute for Supply Management’s domestic production index, the PMI, grew by 3.2 percentage points to reach 61.3 in August. Any number above 50 indicates expansion. Moreover, the ISM’s leading sub-indexes, new orders and production, surged. New orders registered 65.1 percent, an…

Tariffs Raise ‘Red Flag’ on Component Supply Risks

Electronics executives and industry experts are all over the map regarding the impact of U.S. and China tariffs on component supplies, OCMs, distributors and their customers. One thing is crystal clear – tariffs, or “taxes,” in one form or another are going to be passed on to buyers. Research and investment firm Morgan Stanley projects…