Mobile menu
Octopart
Learning Hub Octopart Edgewater Research: Supply Chain Weekly Digest - June 24

Edgewater Research: Supply Chain Weekly Digest - June 24

Dennis Reed
|  Created: June 24, 2024  |  Updated: March 10, 2026
Go Deeper with AI:
ChatGPT Perplexity Claude Google Grok

A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research

 

Edgewater Research

DATAPOINT OF THE WEEK:

S&P reported US June flash mfg PMI of 51.7 vs 51.3 in May reflecting strengthening in new orders to a three-month high, partially offset by a more modest growth in output; outlook among US manufacturers weakened however to the lowest in 18 months over demand concerns and election-related uncertainty. For Europe S&P reported manufacturing conditions weakened with June flash PMI of 45.6 vs 49.3 in May, marking a 6-month low due to renewed fall in new orders and output. For Japan flash mfg PMI stood at 50.1 in June vs 50.4 in May reflecting a stall in momentum according to S&P.

Auto

  • Chinese automakers retain grip over Southeast Asia's booming electric car market
  • EV startup Fisker files for bankruptcy, aims to sell assets
  • German top industrial union to demand 7% pay rise from Volkswagen
  • Nissan halts production at Changzhou plant as China woes persist
  • Ford plans further job cuts in Europe, German works council says

Industrial/Aerospace

  • Japan core machinery orders down in April for first time in three months
  • China's factory output disappoints, property sector stuck in doldrums

Datacenter

  • Oracle to invest over $1 bln on AI, cloud computing in Spain

Semiconductors

  • onsemi releases 7th generation IGBT modules for renewable energy applications
  • TSMC plans to raise prices for 3nm foundry and advanced packaging
  • Wolfspeed delaying plans to build SiC plant in Germany
  • onsemi to invest $2B in SiC back-end capacity expansion in Europe
  • US wants Netherlands, Japan to further restrict chipmaking equipment to China
  • STM maintains top SiC market share in 2023, onsemi jumps to number two, says TrendForce
  • SMIC and Huawei successfully developed 5nm technology says Chinese media
  • Samsung delays further its Texas fab
  • Vishay completes construction of its second fab in Itzehoe

Other

  • 2Q24 global smartphone production projected to decline 5-10% Q/Q due to elevated channel inventories says TrendForce
Explore Octopart Octopart Discover Octopart Pulse Octopart BOM Tool

About Author

About Author

Dennis Reed is a Senior Research Analyst in Technology. Dennis started in the industry in 2005 at FTN Midwest Research on the technology & semiconductor team. In 2006, he was a founding member of Cleveland Research Company and continued to develop and extensive network of technology industry professionals in the semiconductor, distribution, memory and HDD industries throughout the world. Dennis worked at KeyBanc Capital markets in New York, on teams covering Consumer Staples and Paper & Packing companies. Dennis also brings wide level of experience working in various roles with Travelers Insurance, including Market Research and various product roles supporting business unit growth in targeted end markets. Dennis is a 2002 graduate of Ohio University with a major in Sports Management.

More content by Dennis Reed

Related Resources

A close-up of an M.2 NVMe SSD showing the gold M-key edge connector, used for high-speed PCIe storage expansion on single-board computers like the Raspberry Pi 5. Raspberry Pi 5 NVMe Setup Guide: Install, Flash & Boot from SSD Learn how to set up Raspberry Pi 5 NVMe storage with a PCIe HAT in covering installation, flashing, and booting from an NVMe SSD for faster, more reliable performance. Read more on The Pulse by Octopart! Read Article
Collaboration for Agile Design Small Team, Big Impact: Altium Streamlines Collaboration for Agile Design Today's electronics development teams face a perfect storm of challenges. Systems are becoming more complex and interdisciplinary while market demands shift at a rapid pace. For small hardware teams using an agile development approach, this creates a particular challenge: remaining effectively responsive while managing growing complexity with limited resources. The impact of agile adoption in hardware development is clear. According to McKinsey Read Article
How to Get the Best Component Pricing with Octopart BOM Tool How to Get the Best Component Pricing with Octopart BOM Tool Learn how to use Octopart’s BOM Tool to find the best component prices, compare suppliers, and simplify your sourcing workflow. Read Article
How to Source Alternate Parts with Octopart BOM Tool How to Identify and Replace At-Risk Components in Your BOM Easily find alternates, check compliance, and avoid obsolescence risks with Octopart BOM Tool for smarter, faster component sourcing. Read Article
How to Simplify Component Sourcing with Octopart BOM Tool How to Simplify Component Sourcing with Octopart BOM Tool Simplify sourcing with the free Octopart BOM Tool. Upload, match, and replace parts fast to avoid delays. No install needed, just sign in and start. Read Article
Close-up of an AI semiconductor chip mounted on a circuit board, representing NVIDIA's dominant AI chip market share and the expanding field of AI chip manufacturers competing in the global AI chip market NVIDIA AI Chip Market Share at 80%: Who's the Next AI Chip Supplier? Explore NVIDIA's AI chip market share dominance and the rising AI chip competitors including AMD, Intel, Google, Apple, and Microsoft that are vying for a stake in the AI semiconductor market. Learn more on The Pulse at octopart.com. Read Article
EU flag beside a high-voltage power transmission tower at sunset, representing the EU ecodesign regulation introducing stricter 2025 standby power consumption standards for electronic devices EU 2025 Standby Power Consumption Standards The European Union (EU) rolled out the new EU 2025 standby power consumption standards for electronic devices in 2025. These regulations require the reduction of standby power consumption for many types of product. The intention is to save billions of dollars in energy costs while also reducing CO2 emissions by millions of tons annually. The EU has long been a world leader when it comes to European Union energy efficiency standards and Read Article
Diagram of PFAS (Perfluoroalkyl and Polyfluoroalkyl Substances) applications including stain-resistant products, water-resistant fabrics, and non-stick coatings found in electronics and consumer products PFAS in Electronics: Where They Are Found & Where to Find PFAS in Electronics Discover where PFAS in electronics are found, from semiconductors and PCBs to batteries and displays, plus PFAS alternatives and what PFAS regulations mean for manufacturers. Read more in the Pulse on octopart.com. Read Article
What Is S&OP And Why It Matters For Supply Chain What Is S&OP And Why It Matters For Supply Chain Struggling with shortages or excess inventory? S&OP helps balance supply and demand. Learn how it works and whether it's right for your company. Read Article
Long-Term Strategy to Reduce Electronic Components Costs Developing a Long-Term Strategy to Reduce Costs for Electronic Components Learn how to develop a long-term strategy to reduce electronic component costs, optimize sourcing, and work effectively with EMS providers for lasting savings. Read Article

Related Technical Documentation

Workspace Components Workspace Components

The Workspace gives you convenient access for browsing all of the managed components that are currently stored within that Workspace. Accessible through the Workspace browser interface (a constituent part of the parent Altium 365 Platform Interface) not only can you quickly see what (and how many) components you currently have at your disposal, but you can also view a summary of the health of…

 Read Documentation
Searching for Manufacturer Parts Searching for Manufacturer Parts

The fundamental design task of searching for and choosing the most suitable component parts for PCB designs can be performed in a single, advanced panel available from within Altium Designer – the Manufacturer Part Search panel. The Manufacturer Part Search panel offers a sophisticated search feature based on categories and parametric filtering that allows you to zero in on the exact manufactured…

 Read Documentation
Back to Home
Altium Develop

Design to Release, Without the Friction

  • Keep reviews tied to the right version
  • Reduce handoff confusion and rework
  • Spot sourcing and release risk earlier
  • Work solo, share when needed

Get Started
Thank you, you are now subscribed to updates.