Entries by admin

Business booms for high-service distributors 

An increase in design engineering activity and tight supply of chips and other components is resulting in skyrocketing sales for high-service distributors.High-service electronics distributors have weathered the coronavirus pandemic with some reporting a 50 per cent increase in sales during the first five months of 2021.Most high-service distributors focus on design and sell small quantities […]

Chip shortage to last until 2023, UMC president says 

The global semiconductor shortage is expected to last until 2023 as the COVID-19 pandemic boosts demand for chips for automobiles and smart home devices, United Microelectronics Corp (UMC, 聯電) copresident Chien Shan-chieh (簡山傑) said yesterday. Source: Chip shortage to last until 2023, UMC president says – Taipei Times

Raytheon Technologies $5 Billion Win  

In a report published on the 1st of July, I provided a visualization and analysis of the Defense contract awards in May. Due to time constraints, I was not able to publish this report in June as intended, and as a result, I received some comments that I did not include some contracts that Raytheon […]

TSMC mulls US packaging plant

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) is considering building an advanced IC packaging plant in the US following a massive investment to set up a wafer fab in Arizona, Nikkei Asia reported. TSMC was considering the plant in response to “Washington’s desire to bring more of the tech supply chain onto home turf,” the report […]

DoD Seeks $2.3B To Bolster US Chip Making

WASHINGTON: The Pentagon is seeking $2.3 billion to improve its ability to make specialized semiconductors for military use, as well as to fund next-generation chip innovation. Semiconductors, used in almost every advanced weapon, are especially critical to enabling a range of defense “disruptive technologies,” such as hypersonics, AI, and 5G — all of which receive […]

Will Arizona Become the Nation’s Semiconductor Hub?

As organizations worldwide continue to grapple with a critical shortage of semiconductors plus myriad other supply chain disruptions, Arizona is positioning itself as a high-tech manufacturing hotbed. “Arizona has rapidly become an epicenter for electric vehicle and self-driving tech,” CNBC reports, “and it’s now the site of three big new semiconductor factories as the U.S. […]

Demand from 5G Handsets, BEVs is Increasing Lead Times for Passives 

Lead times are increasing for multiple types of passive electronic components in 2021.Figure 1 below is from Paumanok’s latest market research report titled “Passive Electronic Components: World Market Outlook: 2021-2026.” It reveals that we are about to enter a new level of value in the passive component supply chain.  The index, which follows 53 types and […]

Market Update: Electric Vehicles 

The time when electric vehicles (EVs) were seen as pet projects that would someday come of age and go mainstream are long gone. In its place is a mad rush to develop EVs across numerous different vehicle categories—from small passenger cars to huge tractor trailers, and all points in between. Automakers across the board are […]

Top-15 Semi Companies Log Year-Over-Year Growth of 21% in 1Q21

IC Insights released its May Update to the 2021 McClean Report last week.  This Update included a discussion of the 1Q21 IC industry market results, an updated quarterly forecast for the remainder of this year, and a look at the top-25 1Q21 semiconductor suppliers. The top-15 1Q21 semiconductor suppliers are covered in this research bulletin.

The Next Wave of Gallium Nitride

At PCIM – this year in digital version – several companies are showing their latest innovations. The GaN power market doubled in 2020 according to Yole Source: The Next Wave of Gallium Nitride – Power Electronics News