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Smart Devices Continue to See Strong Demand Across Markets

shutterstock 169988732 (230x137)Earnings reports are really not just the stuff of economists or investors, they give us important data points to gauge what is happening in companies and how their market strategies are faring, and particularly how much demand different classes of devices are seeing. These results, in turn, give us real information to determine the opportunities and challenges along the global supply chain, and in particular, individual industries such as the semiconductor and electronics industry. For our industry, the first quarter of 2015 (1Q15) has been a continuation of the 2014 market, strength in demand and revenue for smart devices, and new opportunities still gaining momentum by region and by device category.

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When It Comes, 3D NAND Will Be Here to Stay

shutterstock 81904636Just a little over a month ago, Micron and Intel announced a partnership to manufacture a line of 3D NAND based solid state drives (SSDs). While this is a possible end result of lowering overall SSD pricing on high-capacity (1TB-4TB) consumer drives, Micron is also poised to offer very price-competitive 3D triple-level cell (TLC) NAND in hopes of gaining a large share of the NAND market.

Read more: When It Comes, 3D NAND Will Be Here to Stay

 

Getting to a Sustainable Future

shutterstock 76772644 (1)Earth Day 2015 offers us a time to reflect upon the thin biosphere surrounding the planet, that most important niche that we depend upon for our existence. At Smith, we realize the significance of the challenges that we face, and, through our actions, we support many efforts to create a sustainable future, including renewable energy, recycling, and repurposing.

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How Can We Improve the Handling of Electronics Waste? Global Services offers solutions

shutterstock 96618589Equipment refresh cycles are the lifeblood of tech but what drives growth and revenue for the semiconductor and electronics industry is also an environmental challenge. The electronics industry is known for the rapid rate of improvement and ever-shorter life-cycles for end products. Electronic waste (e-waste) is a real issue because of the hazardous materials used, bulk and danger when deposited into landfills, the impossibility of decomposition, and most importantly, the real threats to human health and life as well as pollution when scavenged by hand as happens far too often.

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Earth Week Thoughts Turn to Environmental Risk Management for the Semiconductor Supply Chain

shutterstock 60446968Risk management is a staple of good supply chain and business strategies, and disruptions are, unfortunately, part and parcel of the global semiconductor supply chain, at some point affecting each of us. Environmental issues have affected weather patterns, intensifying extremes and forcing us to deal with some serious issues and risks – presently the building drought issues in Taiwan, western United States, and Brazil are on the top of global concerns across industries. For the semiconductor industry, these are serious risks to our supply chain, particularly for chip manufacturing which is a water intensive process. Next week, I will be contributing to an Earth Week series for Electronics Purchasing Strategies looking at these issues and strategic considerations to best prepare for disruptions. The following is a preview of the discussions.

Read more: Earth Week Thoughts Turn to Environmental Risk Management for the Semiconductor Supply Chain

   

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