Chipmakers exposed to personal computers, consumer electronics and Android smartphones have noted weakening demand in their second-quarter earnings reports. Meanwhile, other semiconductor stocks have posted beat-and-raise reports on the strength of enterprise computing, industrial and automotive chip demand. In the past week, Advanced Micro Devices (AMD), Power Integrations (POWI), Qorvo&n
Semiconductor availability continues to be challenging. The lead times for the automotive microcontrollers (or MCUs) that a year ago captured everyone's attention have improved slightly since February. However, analog chip lead times remain consistently elevated at nearly 4x the long-term average, close to peak levels within the context of the current semiconductor shortage. We believe analog supply will continue
As the chip shortage continues to put pressure on the manufacturing supply chain, we outline the transformative history of this 20th century invention The ongoing semiconductor (chip) shortage continues to cause issues for the global manufacturing industry. Initially aggravated by the COVID-19 pandemic as many global industries were put on hold, the disrupted chip supply chain directed attention to a pre
The worst crisis for automakers in 50 years has left dealerships with little to sell as prices soar for consumers DETROIT — Even Motor City is running short of cars these days. Rental counters at the Detroit airport have run out of vehicles recently. Dealerships all over town are reporting scarce inventory. And buyers are facing months-long delays and soaring prices before they can get their hands on a