I-Connect007 Editor’s Choice: Five Must-Reads for the WeekMay 5, 2023 | Nolan Johnson, I-Connect007
Estimated reading time: 3 minutes
I’m not one to place bets, but I always feel better when the “universe” feels in alignment, such as this week’s 5-5-5 (top five on the fifth month of the fifth day). Now, just for fun, did you know that the last day of this year will read 12/31/23—essentially, 123123? How’s that for alignment?
Well, there was a lot of semiconductor-related news this week, and we’ve posted several announcements in our industry-related news page here. I’d suggest searching for keywords, like advanced packaging, semiconductor, TSMC, and ASMC. You’ll find plenty to slake your appetite for chips. While you’re there, poke around and see all the other great content we’re posting.
This week, I’m identifying key news about EVs, orbital payloads, environmental sustainability, the state of the economy, and new executive leadership. I’d say it’s a well-rounded selection of what’s happening in the industry. I can’t help but continue to be impressed by the pervasiveness of space commercialization. Satellites have a long history of being commissioned and operated by private business, but as commercial launch vehicles become more available, it seems that satellite launches are accelerating. Read on!
Eaton and BAE are both major players in the EV component market, so a collaboration in commercial vehicles is not unexpected: “The companies will initially offer a solution for the medium-duty commercial truck platforms market, with a Class-7 pickup and delivery demonstration vehicle in development.” EVs are a hot ticket, and we’re not surprised to see collaboration among the component market, but how will this play out for consumers?
DuPont Publishes 2023 Sustainability Report
Published May 1
In an announcement this week from DuPont’s executive chairman and CEO, Ed Breen, the company outlines are number of sustainability initiatives it has implemented. “We are acting with urgency and are well-positioned to deliver the sustainable solutions needed today in the future,” he said. Not only is this positive news to see a major supplier to our industry proactively taking such steps, their list of initiatives may trigger sustainability ideas for our readers as well.
Cost Pressures Receding as Industry Expects Some Sector Growth in 2023
Published May 2
This article’s lead paragraph is a great summary: “Per IPC’s April 2023 Global Sentiment of the Electronics Supply Chain Report, last month delivered a mixed bag of industry sentiment: cost pressures are receding; industry demand appears to be slowing; and industry expects growth in some sectors. “
Dig into the details that lead to this summary here.
Kenny Wilson Assumes CEO Role at Jabil
Published May 1
For those who follow Jabil, the news that Kenny Wilson has officially assumed the role of CEO might be welcome news. Wilson is a long-time leader within Jabil and succeeds Mark Mondello who remains as executive chairman of the board.
Catching a Cool Vibe in Del Mar
Published May 4
We might all like to be feeling the soft ocean breeze of California’s southern coast right about now, and that’s why I’m highlighting the Del Mar Electronics & Manufacturing Show that took place in late April. We love the cool, relaxed feel of an electronics show inside the large tents of a fairgrounds. While parking was free, food trucks lined the venue, and you were more likely to see attendees dressed for casual Friday than a day at the corporate office, Del Mar still offers a spectacular opportunity to network. Don’t discount these regional shows; they mean business.
Finally, if you haven’t heard, Terran Orbital successfully inserted two satellites into geosynchronous orbit. Based on a CubeSat type architecture, these are the first satellites developed by Terran Orbital, for Lockheed Martin.
NEOTech Launches World-Class NPI and Electronics Manufacturing Center of Excellence in Silicon Valley, Northern CA02/20/2024 | NEOTech
NEOTech, a leading provider of electronic manufacturing services (EMS), design engineering, and supply chain solutions in the high-tech industrial, medical device, and aerospace/defense markets, is excited to announce the upcoming launch of a state-of-the-art New Product Introduction (NPI) and electronics manufacturing center of excellence at its Fremont, CA facility.
It’s easy to get distracted in an election year. A constant stream of polls, primaries, and political prognostications will surely dominate the media cycle. Elections are important, but they should not distract the 118th Congress from the important work of securing our fragile supply chains and rebuilding microelectronics manufacturing capacity on our own shores.
IPC’s efforts in government relations and advocacy have been pivotal in getting legislation like the CHIPS Act passed. In February, IPC President and CEO Dr. John W. Mitchell was back in Washington, D.C., representing our industry in a meeting convened by the U.S. Department of Commerce, where he discussed workforce issues in our industry and how to ensure that our businesses have the workforce they need. In this audio interview, he reviews his concerns and solutions on workforce development.
Sentiment among electronics manufacturers remains positive, despite minor setbacks during January, according to IPC’s February Sentiment of the Global Electronics Manufacturing Supply Chain Report.
The global semiconductor manufacturing industry recovery is taking hold with electronics and IC sales increasing in the final quarter of 2023 and more growth projected for 2024, SEMI announced in its fourth quarter 2023 publication of the Semiconductor Manufacturing Monitor (SMM) report, prepared in partnership with TechInsights.