Edgewater Research: Supply Chain Weekly Digest - June 24

Dennis Reed

| Created: June 24, 2024

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

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.

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