On September 19, market analyst Dieter Weiss from in4ma took the stage at the Evertiq Expo in Gothenburg and raised important questions about the semiconductor crisis that plagued the industry a couple of years ago. With a provocative comparison between semiconductors and toilet paper, he challenged the notion of scarcity and shared insights on how…
In April, Taiwan Semiconductor Manufacturing Company (TSMC) announced that quarterly revenue increased 17% in the first quarter of 2024, exceeding analysts’ expectations. The reported boom continues a trend in better-than-expected sales, signalling that the end of the global slump in the chip market may be in reach. Though many anticipate chip inventory rebalancing and normalisation come…
China currently accounts for more than half of the world’s refining of aluminium, lithium and cobalt, around 90 percent of that of rare earth metals and manganese and 100 percent of that of natural graphite. In addition, more than a third of the world’s copper and nickel processing is carried out in China. While China…
The European electronics industry risks falling behind Key segments of the EU’s electronics manufacturing industry are set to decline – undermining Europe’s security, industrial resiliency, and global competitiveness. A recent analysis by IPC reveals Europe’s increasing reliance on foreign regions for electronics manufacturing in critical and strategic sectors such as aerospace and defence. Even with…
Originally published by electronics-sourcing.com on 17.April. 2024 RECORD 2023 GROWTH FOR EUROPEAN EMS MARKET In this article, IPC Electronics Europe presents purchasing professionals with the key takeaways from in4ma’s Annual Survey of the European EMS Industry 2024. As revealed by an annual survey conducted by in4ma and sponsored by IPC Electronics Europe, the European electronics…
Originally posted on Electronicsweekly.com by author: David Manners 18th April 2024 Gen AI sparks IC boom, says Yole Datacentre GPU and AI ASIC revenue could reach $156 billion by 2025 and $233 billion by 2029, says Yole Developpement. The massive growth that the data center GPU and AI ASIC market experienced in 2023 is expected to continue…
The production of electronic components is a capital-intensive venture. Likewise, the industry is also fast-moving, with new product introductions and obsolescence notices a daily, if not hourly, occurrence. Thus, until supply chain AI reaches critical mass, the industry will always be plagued by ‘cycles’ of supply and demand mismatch. In fact, if the cycles are sinusoidal,…