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Rising tide does not lift all ships

Edgewater Research Company’s Dennis Reed walks readers through the latest market research, including sector analysis across compute, automotive and industrial. From a top-down perspective, 2024 marked a recovery for the semiconductor industry, with World Semiconductor Trade Statistics (WSTS) projecting 16 per cent total sales growth following an eight per cent decline in 2023. While the rebound in sales is indeed encouraging, the recovery has been uneven across subcategories with the WSTS forecasting 77 per cent growth in memory and 11 per cent growth in logic driven by a strong recovery in memory pricing and artificial intelligence deployments.  The growth in…

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Buying into safety

RS is stocking Omron Automation’s NX Series safety controllers and accessories for contemporary industrial environments with more than 10 safety…

ICE jam

John Denslinger takes a detailed look at how the dynamics of electric vehicle uptake are shifting over time and how this is influencing manufacturers’ design…

AI, driven from the top

Starting page 21 of January’s issue, Edgewater Research Company’s Dennis Reed walks readers through the latest market research, including sector analysis across compute, automotive and…

John Denslinger
Distribution Market Watch
Semiconductor Market Watch

ICE jam

John Denslinger takes a detailed look at how the dynamics of electric vehicle uptake are shifting over time and how this is influencing manufacturers’ design and production strategies . Weather…

2025 Forecast: cautiously optimistic

John Denslinger’s view of 2025 mixes fluctuating GDP, economic uncertainty, technological pathways to organic growth and semiconductors on a roll. Do you remember forecasting this time last year? Inflation dominated nightly…

Dawn of surgical robotics

This month, John Denslinger investigates how AI is being deployed before, during and after surgical procedures to help improve efficiency, precision and patient outcomes. Of all the applications benefiting from…

Barcode turns 50 this year

In this article, John Denslinger waves goodbye to the barcode, replaced by QR codes and RFID tags, and ponders whether AI will enhance and refresh both for another 50 years….

Charging: the disconnect to EV adoption

To empower the EV rollout, John Denslinger suggests switching the focus from car sales to the number of charging stations brought on-line. EV sales have stalled. Dealer lots are full…

Distributors grapple with conflicting supply chain signals

Supply chain complexities have increased throughout the electronics industry, creating opportunities for distributors to help customers navigate the tortuous terrains facing them. After nearly two years of severely constrained supply…

Distribution: record sales ahead of downturn

Purchase commitments made by OEM customers during the period of product shortages will keep distribution sales and profits high through the rest of the year despite signs of a market…

Should chipmakers be preparing for a downturn?

Semiconductor sales are weakening amidst efforts by governments to tame spiking inflation. Are these the early signs of another downturn and how should chipmakers prepare for another one of its…

DRAM price increases will ease

There should be ample supply of DRAM through the rest of the year as memory IC manufacturers continue to increase capacity. Memory IC buyers can expect a 2-5 per cent…

NAND flash memory market soars as demand rises

NAND flash revenue will break an all-time record this year. Despite an expected 1 per cent decline in average selling prices, the global NAND flash memory market will post strong…