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Vishay & Infineon: severely affected by Wuxi subcon fire

A fire in Wuxi, China, earlier this month is having serious supply consequences for several manufacturers, including Vishay and Infineon. Wuxi Welnew Microelectronics (“Welnew”) is a sub-tier supplier to several semiconductor manufacturers including Infineon, Vishay,...

New tech might get tripped up by supply chain volatility, says ABI

Buzzy new tech trends including the industrial metaverse, 5G wearables, printed electronics, and satellite-to-cell services may be held back by global market volatility, according to a report from the analyst firm ABI Research. “War, inflation, political upheaval,...

Faced with shortages? Remain vigilant against counterfeit

EMS Now says there are numerous reasons why counterfeit parts surface, and companies need to be particularly vigilant during supply chain constraints, where low levels of required supply increase the pressure to access the open market. "Counterfeits components are...

Electronics industry Q2 to be ‘much more subdued’ – predicts SEMI

Mar 25, 2020
semiconductor manufacturing

As the electronics industry grapples with production and supply chain issues, new figures published by SEMI from the Global Purchasing Manager Index (PMI) – a key indicator of manufacturing activity – points towards an imminent industry decline.

Mainland China stood out for its “abrupt slowdown”, says the SEMI article, dropping from PMI=51.1 to 40.3 between January and February 2020.

The article says that China’s electronic sector output was “hit hard”, citing a 19% drop from February 2019 to 2020 in composite sales from the 101 Taiwan stock exchange listed OEMs, many of which manufacture on the China mainland. SEMI predicts Q2 growth rates of 2020 to be “much more subdued”.

However, the report noted that some factories are now restoring operations.

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