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Boeing secures $9.8B Air Force contract for F-15 support

Boeing’s (NYSE:BA) Defense, Space & Security division has been awarded a $9.8B IDIQ contract for F-15 support for Saudi Arabia. This contract provides for modernization and sustainment of the F-15 Saudi fleet; and installation of future modifications and enhancements to the F-15 Saudi weapon system as well as product support. Work will be performed in […]

High-Capacitance MLCC Demand Raises Passive Component Revenues 

The global value of passive electronic component shipments increased by more than 10 percent in the September 2020 quarter due to strong sales for multilayered ceramic chip capacitors (MLCC) consumed in 5G handsets and a revival in automobile production.A combination of revised guidance from major passive component manufacturers, coupled with some early financial reporting by […]

Could the Downturn Have Bottomed Out in Q3?

Based on still preliminary (actual plus estimated company financials) data, world electronic equipment shipments were down 1.8 percent in the third quarter versus Q3 2019, but up 15 percent in versus Q2.The recent downturn appears to have bottomed in the second quarter as growth has resumed (charts 1 & 2). The turnaround is quite obvious […]

ams AG 2020 Q3 Earnings Presentation 

The following slide deck was published by ams AG in conjunction with their 2020 Q3 earnings call. Source: ams AG 2020 Q3 – Results – Earnings Call Presentation (OTCMKTS:AMSSY) | Seeking Alpha

SoftBank Is in Talks to Sell Robot Maker Boston Dynamics to Hyundai

SoftBank Group Corp. is in talks to sell robot maker Boston Dynamics Inc. to Hyundai Motor Co., people familiar with the matter said.Proposed terms of the deal would give the South Korean automaker control of the robotics company in a transaction valued at as much as $1 billion, said one of the people, all of […]

The Electronics Industry Starts to Ease Out of China

The impacts of COVID-19 illustrate the risks involved in centering too much manufacturing, assembly, and intellectual property in one region. Yet the coming implementation of connected technologies, including automation, the Internet of Things, and 5G networks, depends on connectivity products that are currently made in China. Automation may be one way out. Source: The Electronics […]

Space Radiation Poses Challenge for Electronics 

For chipmakers, this means special attention needs to be paid to the design, layout, manufacturing processes, and testing of these ICs. The demand for higher integration, smaller size, and better power efficiency also is contributing to new challenges in rad-hard IC development.The most recent space program to test these mission-critical components is the Mars 2020 Perseverance rover. […]

Vishay Intertechnology 2020 Q3 Earnings Presentation 

The following slide deck was published by Vishay Intertechnology, Inc. in conjunction with their 2020 Q3 earnings call. Source: Vishay Intertechnology, Inc. 2020 Q3 – Results – Earnings Call Presentation (NYSE:VSH) | Seeking Alpha

Arrow Electronics Reports Third-Quarter 2020 Results

CENTENNIAL, Colo.–(BUSINESS WIRE)– Arrow Electronics, Inc. (NYSE:ARW) today reported third-quarter 2020 sales of $7.23 billion, an increase of 2 percent from sales of $7.08 billion in the third quarter of 2019. Third-quarter net income was $166 million, or $2.13 per share on a diluted basis, compared with a net income of $92 million, or $1.10 […]

A Self-Erasing Chip Designed to Defeat Counterfeiting 

Semiconductor products can be counterfeited. That’s an unfortunate fact. But because they control the operation of vital electronics, the failure of a single counterfeit semiconductor component can have catastrophic consequences, presenting important risks to our health – and via security applications, risks to our safety, too. Source: A Self-Erasing Chip Designed to Defeat Counterfeiting | […]

The Boeing Company 2020 Q3 Earnings Presentation 

The following slide deck was published by The Boeing Company in conjunction with their 2020 Q3 earnings call. Source: The Boeing Company 2020 Q3 – Results – Earnings Call Presentation (NYSE:BA) | Seeking Alpha

L3Harris Technologies 2020 Q3 Earnings  Presentation 

The following slide deck was published by L3Harris Technologies, Inc. in conjunction with their 2020 Q3 earnings call. Source: L3Harris Technologies, Inc. 2020 Q3 – Results – Earnings Call Presentation (NYSE:LHX) | Seeking Alpha