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Was there ever a semiconductor shortage?

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…

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What to Expect in the 2025 Semiconductor Supply Chain?

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…

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China’s Grip On Critical Minerals

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…

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The European electronics industry risks falling behind

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…

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RECORD 2023 GROWTH FOR EUROPEAN EMS MARKET

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…

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WHERE HAVE ALL THE PRODUCTS GONE?

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,…

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Connect Electronics

Lead-times fall by average of 7 days except PEMCO

Lead times have dropped by about seven days across all market segments, says SourceEngine, but PEMCO (Passives, Electromechanical and Connectors) segments have seen lead-time rises of a few days. Semiconductor Lead Times Drop and Passives Rise Can you believe we’ve already made it through the first half of the fiscal year? Time flies when you’re…

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