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    TDK Releases Ultra-small PFC Capacitors

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    source: Samtec

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    TDK Releases Ultra-small PFC Capacitors

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    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    DigiKey Presents Factory Tomorrow Season 5 Video Series

    Samsung MLCCs Lineup for In-Vehicle Infotainment

    source: Samtec

    Best Practices for Cable Management in High-Speed and High-Density Systems

    Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

    Bourns Releases TCO 240 Watt USB Mini-Breaker

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    Ripple Steering in Coupled Inductors: SEPIC Case

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    Coupled Inductors in SEPIC versus Flyback Converters

    Non-Linear MLCC Class II Capacitor Measurements Challenges

    Percolation Phenomenon and Reliability of Molded Power Inductors in DC/DC converters

    Root Causes and Effects of DC Bias and AC in Ceramic Capacitors

    How to Calculate the Output Capacitor for a Switching Power Supply

    Switched Capacitor Converter Explained

    Understanding Inductor Dot Markings and Their Application in LTspice

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Wk 36 Electronics Supply Chain Digest

9.9.2024
Reading Time: 4 mins read
A A

Electronics Supply Chain Weekly Digest 9-06-24.

DATAPOINT OF THE WEEK: August new auto sales in Germany dropped double digits M/M for a second month in a row to 197K, the lowest level since Apr-23.

RelatedPosts

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

June 2025 ECST Components Survey Delivers Stunning Results

On a Y/Y basis, total sales plummeted by 28% while xEV sales declined by 60% to the lowest level since Jan 2024. BEV sales were particularly weak, declining 69% Y/Y and 12% M/M, while hybrid EV sales dropped 7% Y/Y and 8% M/M.

Headlines:

Auto

  • China August NEV sales break through the 1M mark; overall retail sales seasonally strong but still down on Y/Y for the 5th month
  • BYD August shipments remain on a strong uptrend, growing +36% Y/Y, led by PHEV
  • VW considers closing factories in Germany and cutting jobs; CEO warns of serious situation
  • Tesla plans six-seat Model Y, production slated for 2025 in China
  • Tesla plans plans to launch Full Self-Driving in Europe, China in 2025
  • Tesla August China shipments 2nd strongest for the year
  • Volvo scales back margin and revenue ambition; scrap plans to go all-EV by 2030
  • EV Traction Inverter shipments reached 6.45M globally says TrendForce; BYD ties Denso for top market share
  • Toyota, Nissan to expand Japan’s battery production capacity, Nikkei reports
  • Toyota cuts 2026 global EV output plans by a third, Nikkei reports
  • Stellantis to resume production at certain U.S. plants after production adjustments

Industrial

  • German industrial production declines led by drop in auto manufacturing
  • UK set to loosen its 2030 offshore wind power target

IP&E

  • Kyocera breaks ground on new plant in Nagasaki

Datacenter

  • HPE raises annual profit forecast despite gross margin pressure from AI servers

Semiconductors

  • ASML CEO says US desire to restrict exports to China ‘economically motivated’
  • Broadcom forecasts lukewarm revenue with strong AI demad being offset by weakness in non-AI divisions
  • China warns Japan of retaliation for possible new chip curbs
  • Intel CEO to pitch board on plans to shed assets, cut costs
  • Intel manufacturing business suffers setback as Broadcom tests disappoint, according to Reuters
  • Intel considering sale of stake in Mobileye
  • July global semi sales up 2% M/M and 18% Y/Y according to SIA
  • NXP and Vanguard have secured necessary approvals to start construction of 300mm JV fab in Singapore
  • Urgent orders drove uptick in wafer foundry utilization in Q2 says TrendForce
  • Samsung postpones wafer foundry construction due to difficulty in obtaining customers
  • Qualcomm has explored buying pieces of Intel chip design business

Other

  • Apple iPhone SE to adopt OLED display from 2025 says Nikkei Asia
  • Global smartpone production misses 2Q forecasts according to TrendForce; 3Q production projected to decline 5% Y/Y on sluggish demand

Related

Source: Edgewater Research

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