{"id":6363,"date":"2023-07-24T07:08:20","date_gmt":"2023-07-24T06:08:20","guid":{"rendered":"https:\/\/supplyframe.com\/?page_id=6363"},"modified":"2023-09-22T19:32:58","modified_gmt":"2023-09-22T18:32:58","slug":"iq-insider","status":"publish","type":"page","link":"https:\/\/intelligence.supplyframe.com\/ja\/iq-insider\/","title":{"rendered":"IQ Insider"},"content":{"rendered":"<h1>\n\t\tWeekly Insights You Won&#8217;t Find Anywhere Else\n\t<\/h1>\n\t<p>IQ Insider is a weekly email newsletter that features the latest actionable insights from Supplyframe Commodity IQ.<\/p>\n\t\t\t<a href=\"#cpq-form\" target=\"_self\" rel=\"noopener\">\n\t\t\t\t\t\t\tSubscribe to IQ Insider\n\t\t\t\t\t<\/a>\n\t<p>IQ Insider is powered by <a href=\"https:\/\/supplyframe.com\/commodity-iq\/\">Commodity IQ<\/a>, the leading source for predictive insights and prescriptive actions for commodity and supply chain experts worldwide.<\/p>\n\t<p>Get a glimpse of what decision support &amp; enhanced intelligence can help you achieve with IQ Insider&#8217;s weekly analysis.<\/p>\n\t<h5><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/intelligence.supplyframe.com\/wp-content\/uploads\/2023\/08\/TAKE_ACTION_White_BG.gif\" alt=\"\" width=\"120\" height=\"120\" \/>Action<\/h5>\n\t<h5><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/intelligence.supplyframe.com\/wp-content\/uploads\/2023\/08\/INSIGHTS_DATA.gif\" alt=\"\" width=\"120\" height=\"120\" \/>Insight<\/h5>\n\t<h5><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/intelligence.supplyframe.com\/wp-content\/uploads\/2023\/08\/KEEP_WATCH.gif\" alt=\"\" width=\"120\" height=\"120\" \/>Context<\/h5>\n<h2>\n\t\tThe Industry News and Analysis You Need to Know\n\t<\/h2>\n\tTaiwan Quake Spares TSMC But Rattles Supply Chain Concerns\nThe 6.0-magnitude earthquake that struck southern Taiwan on Tuesday had only a minimal impact on the operations of Taiwan Semiconductor Manufacturing Co., the world\u2019s leading semiconductor foundry. However, the event raised renewed concerns over the supply chain impact of future potential disasters in the country.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/taiwan-quake-spares-tsmc-but-rattles-supply-chain-concerns' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/taiwan-quake-spares-tsmc-but-rattles-supply-chain-concerns' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n\tPCBs, Potential Tariffs, and Pricing\nThe announced 10% U.S. tariffs for Chinese imports will increase electronic component pricing and upon the entire electronics supply chain. Consider PCBs for China accounts for more than half of the global market. The hyper growth AI data center segment is reliant on high-layer-count PCBs. China represents over a third total production. Chinese firms also enjoy upward of 60% market share for other advanced PCBs in artificial intelligence servers but for a myriad end markets. While AI gets all the attention\u2014worldwide aerospace & defense demand for PCBs is growing markedly and electronic component sourcing in the space is in China-Zero verses China-Plus-One modes.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/pcbs-potential-tariffs-and-pricing' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/pcbs-potential-tariffs-and-pricing' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n\tComponent Inventories Low\nThe Commodity IQ Inventory Index fell to less than half of the pre-pandemic baseline across all electronic component commodities. Demand softness outside of the robust growth in the high-performance compute sector resulted in both passive and semiconductor device manufacturers reducing capacity utilization, with some passive players having moved to below 50% and semiconductor makers to between 65% and 85%. Coupled with front-loading in advance of import and export tariff expansions, component buyers are advised to be on the lookout for any significant demand increases as the market will tighten quickly.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/component-inventories-low' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/component-inventories-low' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n\tConnector Suppliers Warn of Possible Constraints\nShort lead-time connector orders, particularly for high-speed connectors, are to avoided. Current lead times for these devices could easily double from 8 weeks. The Asia-Pacific region continues to account for about half of global connector production. And, although shrinking year-on-year by single-digit percentages for the last several years \u2013 China remains the dominate player with about 30% market share, heightening concerns in the current China-Zero sourcing environment. The Commodity IQ Inventory Index for connectors is forecast to hover just below the baseline through Q2.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/connector-suppliers-warn-of-possible-constraints' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/connector-suppliers-warn-of-possible-constraints' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n\tFoundry Costs Lifting Programmable Logic Prices\nShort lead-time connector orders, particularly for high-speed connectors, are to avoided. Current lead times for these devices could easily double from 8 weeks. The Asia-Pacific region continues to account for about half of global connector production. And, although shrinking year-on-year by single-digit percentages for the last several years \u2013 China remains the dominate player with about 30% market share, heightening concerns in the current China-Zero sourcing environment. The Commodity IQ Inventory Index for connectors is forecast to hover just below the baseline through Q2.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/foundry-costs-lifting-programmable-logic-prices' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/foundry-costs-lifting-programmable-logic-prices' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n\tResistor Pricing to Climb in Q1 and Q2 2025\nThe Commodity IQ Demand Index for resistors is projected to increase meaningfully into Q2 2025, recovering from its contraction from Q4 into Q1 2025. Pricing, inevitably, will trend upward with the increased demand. According to the latest Commodity IQ Price Index forecast, resistor prices will increase by 5% between the start and end of Q4. Another 8% increase is estimated to follow quarter-on-quarter in Q2 2025.\n\t<ul>\n    <li>Share Insight:<\/li>\n    <li><a href='https:\/\/www.linkedin.com\/sharing\/share-offsite\/?url=https:\/\/pages.supplyframe.com\/ciq\/the-duality-of-ceramic-capacitor-lead-times-0-0' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n    <li><a href='https:\/\/twitter.com\/intent\/tweet?original_referer=https:\/\/pages.supplyframe.com\/ciq\/the-duality-of-ceramic-capacitor-lead-times-0-0' target=\"_blank\" rel=\"noopener\"><\/a><\/li>\n<\/ul>\n<h2>\n\t\tStay Ahead of Your Competitors\n\t<\/h2>\n\t<p>Subscribe today for a weekly digest of the intelligence you need to elevate your sourcing<\/p>\n\t<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/736313228?h=e13b01c9a0\" width=\"640\" height=\"360\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe>","protected":false},"excerpt":{"rendered":"<p>Weekly Insights You Won&#8217;t Find Anywhere Else IQ Insider is a weekly email newsletter that features the latest actionable insights from Supplyframe Commodity IQ. Subscribe to IQ Insider IQ Insider is powered by Commodity IQ, the leading source for predictive insights and prescriptive actions for commodity and supply chain experts worldwide. Get a glimpse of what decision support &amp; enhanced intelligence can help you achieve with IQ Insider&#8217;s weekly analysis. Action Insight Context The Industry News and Analysis You Need to Know Share Insight: Share Insight: Share Insight: Share Insight: Share Insight: Share Insight: Stay Ahead of Your Competitors Subscribe today for a weekly digest of the intelligence you need [&hellip;]<\/p>","protected":false},"author":20,"featured_media":5033,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-6363","page","type-page","status-publish","has-post-thumbnail","hentry"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":6}},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.3 (Yoast SEO v25.3) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>IQ Insider - Supplyframe<\/title>\n<meta name=\"description\" content=\"CIQ combines large-scale data analytics with curated market analysis for a complete approach to commodity management and sourcing strategies.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/intelligence.supplyframe.com\/ja\/iq-insider\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IQ Insider\" \/>\n<meta property=\"og:description\" content=\"CIQ combines large-scale data analytics with curated market analysis for a complete approach to commodity management and sourcing strategies.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/intelligence.supplyframe.com\/ja\/iq-insider\/\" \/>\n<meta property=\"og:site_name\" content=\"Supplyframe\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/Supplyframe\" \/>\n<meta property=\"article:modified_time\" content=\"2023-09-22T18:32:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/intelligence.supplyframe.com\/wp-content\/uploads\/2022\/07\/CIQ-Screenshot-Cluster.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Supplyframe\" \/>\n<meta name=\"twitter:label1\" content=\"\u63a8\u5b9a\u8aad\u307f\u53d6\u308a\u6642\u9593\" \/>\n\t<meta name=\"twitter:data1\" content=\"2\u5206\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/intelligence.supplyframe.com\/iq-insider\/\",\"url\":\"https:\/\/intelligence.supplyframe.com\/iq-insider\/\",\"name\":\"IQ Insider - 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