Theresa Keller
Fusion: Market Intelligence
06.14.2021
Continuous Strain in the SSD Market, When Will the Cycle End?
SSD supply follows cyclical market demand and production for memory modules. But a Q3 shortage could result from allocation issues and material shortages.
Fusion: Market Intelligence
06.2.2021
Looming Effects of Continued Drought in Taiwan
The island of Taiwan is experiencing its worst drought in over 50 years. For the entire semiconductor industry, this could mean exponentially worsening shortages.
Fusion: Market Intelligence
05.27.2021
Renewed Concerns over MLCC Shortages
Legacy case size MLCCs (widely used in the US and Europe) have become difficult to source in recent months.
Industry News
04.20.2021
New Blockchain, Chia, Increases Global Demand for Server Components
Demand for SSD, HDD, GPU and CPU components is increasing as the market responds to new blockchain cryptocurrency Chia.
Industry News
03.19.2021
Embedded Multimedia Card Supply Tightens with NAND Flash Market
For SSDs and eMMCs in particular, NAND Flash is affecting pricing and supply. eMMC products under 32GB feature 2D NAND or 64L 3D NAND prices are increasing
Industry News
03.2.2021
US Government to Assess Supply Chain Weaknesses
US President Biden signed an executive order aimed to assess the country’s supply chain weaknesses to avoid shortages from PPE to semiconductors.
Industry News
02.19.2021
Texas Power Shortages Disrupt Fabs in Austin Area
The commodity chip supply chain suffered another major disruption after Texas reported widespread power shortages and rolling blackouts.
Insights
02.11.2021
Commodity Chips Market Implications as Auto Demands Reallocation
As the IC market shifts allocations to save automotive manufacturers, these segments will be hit hard as tight supply becomes even more constrained.
Fusion: Market Intelligence
12.30.2020
ABF Substrate Shortages Project Further Constraints into 2021
ABF substrate suppliers are trying to increase production in the coming months, but backlogs and lead times could extend into late 2021.
Industry News
12.23.2020
Tech Cold War Continues Brewing as US blacklists China-based SMIC
The blacklist of China-based SMIC is poised to disrupt the semiconductor industry, affecting the global ecosystem of foundries.