Are the Clouds Clearing for NAND, or Are They Just Starting to Roll In?
We have certainly seen a lot of changes in the NAND market over the past nine months. Last summer, Toshiba led the way in production cuts, forcing acute spikes in pricing. As 2012 came to a close, positive news emanated from NAND manufacturers due to declining customer inventories and enhanced supplier promotion programs. However, those expecting increased SSD demand were left empty-handed. Yet, some of those forecasts were met with good news last month when SSD demand finally took off, causing a shortage in multi-level NAND (MLC).
Read more: Are the Clouds Clearing for NAND, or Are They Just Starting to Roll In?
Open Market Update
Smith is always engaged in the market, no matter what kind of cycle it’s in, but the current market, specifically, offers many ways to support manufacturers across different commodities. Through Smith’s long-time market presence, Smith traders are keenly poised to leverage worldwide purchasing power as well as engineering ingenuity (in the form of Smith’s certified Counterfeit Detection Lab) to provide Smith’s customers uninterrupted supply chains and flexibility in an inflexible market. Below are some of the highlights and trends noted by Smith’s analysts.
Changing Industry Dynamics Parallels Changing Supplier Roles
There has never been anything static about the semiconductor and electronics industry, so it is not groundbreaking to offer that we are (again) moving through changes in the supply chain structure. Yet current changes are noteworthy and directly affect a wide range of companies, market strategies, and the ebb and flow of component supply and demand trends.
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SoC Growth Driven by Mobility Demands
The demand for anywhere, anytime, continuous connectivity is pushing us closer and closer to ubiquitous computing, as discussed last week. But there is more to this positive disruptive event than the incremental steps to fully mobile computing capabilities and the broad market sector embracing of the trend.
Internet of Everything (Still!) Propels Next Semi Era - Weiser's Era
The Internet of Everything (IoE), also known as "Connected Life," is not a concept born out of the 21st century mobility growth. Rather, IoE really goes back to 1988 and the few, subsequent years' research by Mark Weiser, whose understanding of "Ubiquitous Computing" laid the theoretical groundwork for what we take for granted today in our daily, smart, wireless, mobile lives. Importantly, ubiquitous computing and IoE has and continues to push us not just as users, but critically as designers, as architects, of both software and component hardware. We are pushed to use and design devices in new ways with new capabilities.
Read more: Internet of Everything (Still!) Propels Next Semi Era - Weiser's Era
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