Please read our latest Milwaukee Electronics Newsletter, which includes:
- A Message from Mike Stoehr, CEO
- Tecate, MX Facility Technology Investment & Expansion
- Test Engineering Optimizes Functional Testing
Please read our latest Milwaukee Electronics Newsletter, which includes:
As we pass though the last month of Summer, Milwaukee Electronics shares a valuable market review. While the supply chains of electronic manufacturers around the world are challenged by the impacts of component shortages, allocation, capacity & lead time issues; there are signs of stability, recovery and growth.
MLCCs
Multilayer Ceramic Capacitor (MLCC) inventory is beginning to build up, possibly due to over-ordering in the marketplace by end users and distributors. Several key distributors are now holding stock on lines that have been on allocation over the past 18 months. The problem of allocation has not resolved itself fully, but it is becoming a less critical issue as the market improves and smaller case sizes become more readily available. Larger case sizes are still problematic, in part due to TDK and Murata obsoleting a large proportion of their MLCC catalog (over 241,000 and 9,000 product lines respectively).
Sales and Acquisitions
Infineon is set to acquire semiconductor company Cypress. This will allow them to compete in the Electric Vehicle (EV) market and become a significant chip-maker in the global market. The deal is set to be completed by early 2020.
Marvell have sold their wireless and Bluetooth business to NXP for $1.76 billion which is set to complete by Q1 2020.
GlobalFoundries have agreed on the sale of their New York based 300mm fab to ON Semiconductor for $430 million. ON Semi will gain full operational control of the fab by the end of 2022, with GlobalFoundries manufacturing 300mm wafers on site until handover is completed.
Capacity and lead-time issues
There is a global shortage of Silicon Carbide (SiC) due to a limited number of vendors being able to produce the wafers. ST Microelectronics is strategically investing to ensure they have a supply chain that will be able to support the growing use of SiC in high power/high efficiency needed in consumer markets such as EV’s and the Internet of Things (IoT).
TDK and KOA have closed their order books whilst they battle to ensure continuity of supply to their customers with MLCC’s and commodity resistors. This is the same response as Murata, Rohm (resistor networks) and Vishay (passives).
Please read our latest Milwaukee Electronics Newsletter, which includes:
Please read our latest Milwaukee Electronics Newsletter, which includes:
Please read our latest newsletter for Milwaukee Electronics, which includes:
Milwaukee Electronics’ Portland facility has completed its audit for the transition to ISO 13485:2016 and re-certification to ISO 9001:2015.
“Our internal team did a great job in supporting the transition to latest revision of ISO 13485. While the preparation done last year for the transition to ISO 9001:2015 helped, the two standards are no longer as closely aligned so there was still a significant level of effort required to ensure compliance with the standard’s requirements,” said Bob Willenbring, Milwaukee Electronics’ Corporate Quality Director.
The Portland facility was audited early in October and recommended for certification. There were three minor findings which have been corrected and will be submitted to the facility’s Registrar shortly.
The transition to the new standard more closely aligns the facility’s processes with FDA requirements in the areas of complaint handling, process validation and risk management.
Please read our latest newsletter for Milwaukee Electronics, which includes:
In this latest edition of the Milwaukee Electronics’ Newsletter, we cover a range of topics including:
Click Here To Read: Milwaukee Electronics Newsletter Q2 2018 (1)
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