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...
Optimism returns to component market: stability by 2H 2023, with some exceptions
More stable component availability and pricing are predicted to return to 85% of components by 2H 2023 with a few exceptions including programmable logic devices and some passives like automotive-specific resistors, according to a recent report by SupplyFrame.
The report reveals complexity, uncertainty, and unevenness persist: component availability has improved in large part, and prices across many commodities and sub-commodities have stabilised, but electronic component lead times remain longer than historical norms and the risk of new supply chain problems remains high.
“In this age of macroeconomic uncertainty, where it is becoming increasingly difficult to forecast demand amid mixed end-market signals, further intensification of the Russia-Ukraine war, continuing COVID-19 challenges in China or any number of other disruptions could emerge,” said Supplyframe CEO and founder Steve Flagg.
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