Micron. memory, DRAM

Will China’s Micron Ruling Impact the Supply Chain?

DRAM supply and demand is so volatile that memory production, prices and availability are often measured separately from other semiconductor products. The electronics industry is currently in the midst of shortages of many critical components. An injunction, which has halted U.S.memory manufacturer Micron Technology from producing certain DRAM and SSD products in China, may press an…

Purchasing Execs on 2018: ‘Steady as She Grows’

Even as a pro-business tax reform bill awaits its fate, U.S. manufacturers are investing toward growth. Capital expenditures by U.S. factories outpaced expectations in 2017 and will increase further next year. U.S. manufacturers experienced 11 straight months of growth from January through November, driving the nation’s 2017 purchasing index to 57.4 percent from 51.5 last year.…

Can Millennials Cope With a Component Shortage?

As Baby Boomers make way for Millennials in the high-tech workforce, a new generation gap is yawning. The population reared in the digital age is engaging with colleagues whose golden rule is face-to-face communication. The current electronics market will test the skills of both generations. The electronics supply chain hasn’t faced a severe components shortage…

Although chief procurement officers (CPOs) are most often associated with supplier management, there are customer-facing catalysts, driven by the nationalist shift, that could expand the CPO's role to better prepare their company

How CPOs can Prepare for the Impact of Nationalism

As evidenced by Brexit and the U.S. withdrawal from the Trans-Pacific Partnership, economic nationalism is on the rise. Industries such as electronics have spent decades building and finetuning a vast network of global supply chains. If globalization is facing a backlash — and experts attest that it is — longstanding supply relationships are about to get…

Market Cycles Challenge Electronics Buyers

The electronics industry is changing in fundamental ways and the shifts taking place are raising questions about whether the industry is less cyclical than it used to be. It’s a topic of conversation increasingly being discussed among analysts and corporate executives who are looking at the past as a way to understand today’s electronics landscape.…

Demand Visibility Remains Problematic

In spite of supply chain collaboration, MRP technology, supplier consolidation and a long period of ample component supply, a panel of leading EMS providers say they have less visibility than ever into demand signals from their OEM customers. Executives from U.S.-based OnCore Manufacturing Services, Variosystems Inc., Kimball Electronics Inc. and Plexus Corp. gathered recently to…

Tight Supply Continues for DDR3 SDRAM

DDR3 SDRAM continues to be the bellwether of the memory market. Despite fluctuations in pricing, product continues to be scarce and lead times continue to be an issue. Lead times for DDR3 memory ranges from 12 to 16 weeks with inventory levels remaining tight. Forecasts are pushing lead times to early 2015 for deliveries. Within…

REE Prices Spike Following China Embargo

Rare earth elements (REEs) differ significantly from conflict minerals in all but one aspect: their availability—or lack thereof—has the potential to disrupt the electronics supply chain. REEs are exactly as they sound: compounds that appear in nature that are scarce or difficult to mine. Conflict minerals – also natural elements – are concentrated in regions…