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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...

TrendForce pandemic roundup: semi, memory, LEDs, panels & communications

Apr 2, 2020
By Led-neolight - Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=11228395

Market intelligence providers, TrendForce, are reporting the impact of Covid-19 on key components markets.

TrendForce says, “Despite the apparent slowdown of the pandemic in China, the virus is now rapidly multiplying across major economies, which poses dire, system-wide risks for the global economy.”

The report singles out 5G communications, ” Given that most key component suppliers of 5G base stations are located in Hubei (whose capital is Wuhan), the pandemic’s impact on the optical communications industry is likely to have serious repercussions for the development of 5G infrastructure and the rollout of 5G services in 1H20. “

Among their other conclusions:

  • The Integrated Circuit design industry is unlikely to return to a state of growth in 2020.
  • The memory market may take a turn for the worse and go into a slump earlier than expected.
  • There is now a greater likelihood in 2020 that NAND Flash units will experience a price drop.
  • TV panel shipment in 2020 is expected to decline by 4% YoY, however monitor panel shipment and notebook panel shipment are each projected to grow by 3.4% and 0.4% YoY, respectively.

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