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 […]
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 […]
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 […]
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. […]
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 […]
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 […]
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.
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
Top Fifty Authorized Distributors for 2021
The following slide deck was published by The Boeing Company in conjunction with their 2021 Q1 earnings call. Source: The Boeing Company 2021 Q1 – Results – Earnings Call Presentation (NYSE:BA) | Seeking Alpha
Raytheon Intelligence & Space, a Raytheon Technologies (RTX +0.4%) business, plans to expand the deployment of checked baggage screening equipment to all federally managed airports nationwide under a five-year, $318M contract with the Transportation Security Administration. Source: (NYSE:RTX) | Seeking Alpha
Pervasive and persistent, the global semiconductor chip shortage is impacting auto manufacturers, computer makers, mobile phone producers and pretty much any other industry that relies on chips to make its end products. Source: Semiconductor Chip Shortage Update: Relief in Sight? | Source Today
