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...
Tags
Recent Articles
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...
Vishay & Infineon: severely affected by Wuxi subcon fire
Jan 27, 2023
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, BOSCH, and OSRAM which have been slowly releasing information about the impact of the fire on some key commodities. The commodities which are potentially impacted include MOSFETs, RF Small Signal, LED Drivers.
Infineon has released a statement informing customers their manufacturing partner will not be able to provide services to Infineon until further notice. They are in close exchange with the affected supplier and are currently assessing the impact on delivery.
Vishay has released a statement about the incident informing customers that the plating subcontractor of Vishay Siliconix is impacted and that they expect delivery interruptions. Currently, all the production activities in the Welnew Wuxi plant have been suspended. Replacement production lines are estimated to take up to 5 months to get completed and ready for normal production, which may re-start in May 2023. During this period, Vishay expects delivery interruptions.
Other Potential Tier -1 impacted suppliers include, OSRAM, BOSCH. Alpha & Omega Semiconductor, onsemi, Renesas, Toshiba, amd Seiko Epson
Please note that this is an evolving situation, and we are continually monitoring the situation. For more help with looking at supply chain options, contact Astute Electronics