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North American electronics manufacturing is showing strong demand, but manufacturers are not converting that demand into shipments at the same pace. The latest industry data shows EMS bookings increased 53.5% year over year in August,…
Murata is discontinuing selected MLCC part numbers across nine product series, creating a significant lifecycle planning issue for manufacturers that depend on those exact components. The affected products span general purpose, automotive, and other applications.…
The traditional strategy of increasing imports before a tariff takes effect has become more complicated for companies purchasing polysilicon and covered derivatives in the United States. A new Commerce Department rule, effective September 22 through…
The memory market is entering a longer period of supply constraint than previously expected. The latest industry outlook points to DRAM and NAND remaining constrained through 2027 and 2028, with no clear visibility into when…
Enterprise SSD demand is entering the fourth quarter with more momentum than many buyers expected. Major U.S. cloud providers have recently increased their demand forecasts, and current market analysis projects fourth quarter enterprise SSD orders…
Gallium and germanium constraints are no longer looking like a temporary response to export controls. New supply analysis suggests the problem could persist for years, even as Western governments and producers invest billions of dollars…