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This section offers an intricate analysis of lead times, encompassing data from both open market and factory lines. Our meticulous data-gathering process goes to great lengths to ensure the precision and reliability of every data point, providing you with a granular view of the electronic components market landscape.
In this report, we'll provide you with an in-depth analysis of the most sought-after electronic components that are currently driving the market. From semiconductor devices to essential integrated circuits, our comprehensive viewpoint will highlight the trends, demands, and strategies shaping the electronic components landscape. Dive in and gain a fresh perspective on the dynamic world of hot commodities in the electronics industry.
Identification of component types as shown below:
Supply & Demand
In June, MOSFETs, MCUs, and diodes were the most tested components. Other frequently inspected items included converters, capacitors, regulators, FPGA's, amplifiers, IGBTs, and switches. Around 47% of tests covered various other electronic components. We encountered Renesas Electronics, representing 4.4% of inspected components. Formed by merged Hitachi and Mitsubishi Electric's semiconductor divisions, Renesas’ wide range of parts from low-power to high-end MCUs, MPUs, SoCs, and analog devices..
In June, the Demand Index saw a 17-point (15%) increase to reach 125, marking the second consecutive rise since April 2023's low of 101. Notably, Circuit Protection surged by 23 points (15.2%), a significant shift from April 2023's 103. Strong double-digit growth was seen across various categories, including Connectors (20 pts), Passives (19 pts), Discrete Semiconductor (16 pts), Power Products (16 pts), and Electromechanical (15 pts). This turnaround is significant as it represents the first overall increase in demand indices since July 2022.
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International Semiconductor Investments & Nvidia's Revolutionizing Counterfeit Preventative Strategy.
Foxconn, Apple's key supplier, is investing $1.2 billion in two factories in Karnataka, while IBC plans a $1 billion lithium-ion battery facility aiming for 10GW capacity by 2028 in the same region.
University of Hong Kong researchers use diamond-based labels to create unique fingerprints on objects, combating counterfeiting with durability and affordability.
Germany invests €20 billion in semiconductor manufacturing, with 75% to Intel and TSMC and 25% to other firms. Intel doubles its investment to €30 billion, receiving €10 billion in public funding. This enhances capabilities and reduce dependency, aligning with European Chips Act.