Smith Names Jessie Lam Director of Trader Development, APAC
Jessie will work closely with local management and drive trader growth and development strategy i...
As the leading independent distributor of electronic components, Smith tracks open-market activity and conditions as an early indicator of trends and supply chain disruptions. Industry news provides important and time-sensitive information when strategically procuring components, planning for NPIs, or making any critical decisions in the supply chain.
We’ve curated a selection of this week’s industry articles that we feel can help customers gain relevant, useful knowledge and prepare for any supply chain requirements.
Micron has announced a 5% production cut this year to both DRAM and NAND flash chips due to market oversupply. The news comes as quarterly sales contracted for the first time since the first quarter of the 2017 fiscal year.
“Our demand outlook for calendar 2019 has moderated, led by somewhat greater levels of customer inventory, weakening server demand at several enterprise OEM customers, and worse-than-expected CPU shortages,” said Micron CEO Sanjay Mehrotra. Amazon, Microsoft, and Google are all believed to have slashed orders in recent months, leaving Micron to work through their stockpiles of unused parts. At the end of their most recent quarter, Micron said that they were holding $4.4 billion in unsold inventory, up from $3.9 billion at the end of Q1. Read More.
Two top executives from distribution giant SYNNEX Corporation – Peter Larocque and Michael Urban – recently spoke at the SYNNEX Varnex partner community meeting, where they discussed what they believe are five high-potential growth markets for 2019 and beyond. Here are three of the highlights.
Compal Electronics, Taiwan’s top PC assembler, is feeling the impacts of Intel’s CPU shortage. The company said that it saw a 10-20% supply gap to its clients in the first quarter of 2019. The gap is expected to widen during the second quarter. Worldwide notebook shipments are predicted to increase by single digits in Q2, and Intel’s new 14 nm isn’t scheduled to come online until the third quarter. It’s unknown if the new capacity will ease pressures in the long term.
“Since the third quarter will be the traditional peak season for the notebook market, with shipments to peak in September and October, whether Intel’s newly added capacity is able to satisfy its downstream partners’ demand will remain to be seen,” said Ray Chen , Compal’s vice chairman. Read More. [1]
The non-memory semiconductor market is expected to start a gradual recovery in the second half of 2019, according to Mark Liu, chairman of Taiwan Semiconductor Manufacturing Company (TSMC). Liu cites emerging AI and 5G applications as the reasons for the promising outlook.
“The overall semiconductor market had a slow start in 2019, due mainly to sluggish smartphone sales,” Liu said. “Nevertheless, the availability of forthcoming 5G devices is definitely a positive sign for semiconductors.” Read More. [1]
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