Lead times -- or the time it takes between placing an order and it being fulfilled -- for the industry contracted for the ninth month in a row, another indication that we are exiting the pandemic-triggered chip shortage of about two years, reports Susquehanna...
Global moves for Japanese EMS giants
Japanese semiconductor distributors and EMS factories such as Sun-Wa Technos, Kaga Electronics, and Ryoyo Electro are accelerating overseas expansion in response to the continued shrinking of the local market according to Nikkei Asia. "We had been looking for an...
Uncovering the critical supply chain trends
Research shows that as many as 91% of supply chain leaders see the current issues with supply chains getting worse or remaining the same. This indicates that the supply chain issues experienced to date will continue for at least the medium term. According to Coupa,...
Fortune: We’re going to see another chip shortage
After the groundbreaking U.S. Chips Act and massive government subsidy for electronics manufacturing, will the U.S. see another chips shortage? According to Fortune Magazine, the unfortunate answer is: Yes, we will. "Semiconductor demand is unpredictable. The...
On the cards: semiconductor market turnaround in H2
Electronics Weekly suggests that a resilient macroeconomic outlook will see a semiconductor demand rebound starting in H2 with extended lead times still troubling some industries.
FPGAs, analogue ICs, power MOSFETs, MCUs, and discretes remain constrained and costly, reports EW, which could become worse should the market turnaround as quickly as some expect. On the other side, EW claims there are bloated inventories for components like memory, small case-size ceramic capacitors, and automotive MCUs.
They say that demand increased by 7% m-o-m in January, with all regions rising except Asia, which declined by 14% from December to January, according to the SupplyFrame report.
In EMEA, growth was driven by significant sourcing action increases in Germany (44%), France (37%), Italy (32%), Israel (15%), and the United Kingdom (55%).
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