Components | December 16, 2011
Interview: Jonathan Gerber, Horizon Technology
Jonathan Gerber, Vice President of Trading, Horizon Technology, says that enterprise class HDD might be hit hard over the next 60 to 90 days.
Horizon Technology, who employs Gerber, is an independent distributor that works with some of the worlds largest OEM, EMS, and after-market service providers, and has a fairly good vantage point to view the impact of recent flooding in Thailand. ”We have some pretty good information stream from the manufacturer, also from the open market and from our OEM base. We are able to play at a pretty high level with this flood right now,” he says, speaking from a phone in California. Gerber is in charge of Horizon Technology's trading, sales and purchasing for distribution, as well as some of the company’s key relationships. Regarding the current HDD market, Gerber says pricing has decreased compared to the worst days after flooding, but it's still high, up over 100 percent from the original pricing before the flood. Essentially OEMs are only buying what they need. “I think they are waiting to see what Seagate is going to do and what Western Digital is going to do. It's a game of chicken right now,” Gerber explains. “Over the past ten days it's softened up a little where the OEMs, they've bought enough products, they are now sort of sitting back and waiting to see what happens”. Notebooks should start improving soon but Gerber can see signs that enterprise HDD might be the biggest issue over the next 60 to 90 days. Enterprise class drives require larger storage capability and a greater workload than other systems and, hence, are a higher value product. “That's Western Digital hardest hit product… and from what we are hearing from the OEMs, Seagate is really decommitting a lot on that product,” according to Gerber. Although suppliers may prioritize higher value enterprise HDD during the shortage, Gerber says that the production time takes longer and will be under greater stress in the coming months. “What I’m hearing from customers, it’s going to be an issue,” he says. As a distributor, Horizon Technology has had to work in different ways to keep customers happy during the shortage. “We've come up with creative solutions. We have a major OEM that we're allowed to take a generic drive and flash their firmware onto the drive to support them with that product. We're now able to that for service and for production”. Lessons will be learnt from these events, across the industry, but right now Gerber thinks the most evident thing is that these types of events are unpredictable. ”It's almost virtually impossible to prepare for these things. From where we sit you have to have the proper banking and finacing in place. You have to have the talent with your team that wants to work extremely hard, you know long hours”.
Cadence to acquire AWR from NI Cadence Design Systems and National Instruments have entered into a definitive agreement under which Cadence expects to acquire AWR Corporation, a wholly owned subsidiary of National Instruments (NI).
Nidec completed acquisition of Roboteq Nidec Corporation has completed the acquisition of 90% ownership of Roboteq Inc., a U.S.-based designer of ultra-low voltage (ULV) drives, from its owners through Nidec Motor Corporation.
Vesper's ZPL technology included in Alexa-enabled headset Acoustic sensors developer, Vesper, has had its proprietary ZeroPower Listening (ZPL) technology certified by Amazon for extended battery and far-field voice interactions. Vesper's piezoelectric MEMS microphones are powering the first hands-free, extended battery life Alexa-enabled headset that uses ZPL technology.
AutoChips & X-FAB launch mass production of China’s first TPMS chipset AutoChips Inc., a Chinese automotive electronics chip design company (and a subsidiary of NavInfo), in partnership with X-FAB Silicon Foundries, has successfully initiated volume production of a Tire Pressure Monitoring System (TPMS) chipset.
Sumitomo launches 150mm GaN-on-SiC production with Aixtron system Japanese group Sumitomo Electric Device Innovations, Inc. (SEDI) has ordered an AIX G5+ tool from Aixtron, with 8x6-inch wafer configuration in order to expand the production capacity of GaN-on-SiC (gallium nitride-on-silicon carbide) radio frequency (RF) devices for wireless applications.
Green light for NXP’s acquisition of Marvell’s wireless connectivity assets NXP Semiconductors N.V. and Marvell have cleared all necessary hurdles and received the required regulatory approvals for NXP’s acquisition of the wireless connectivity portfolio from Marvell.
Murata continues to expand its Okayama operations A production building that had been under construction since October of last year has been completed at Murata’s production subsidiary Okayama Murata Manufacturing, in Setouchi City, Okayama Prefecture.
TowerJazz to maintain its TPSCo majority ownership Israeli semiconductor manufacturer, TowerJazz, says that it will not sell its stake and board control in its joint venture with Panasonic Corp in Japan, following the Japanese company's announcement that it is selling its semiconductor business.
NI invests $40M in expansion of multifunctional facility in Penang National Instruments is planning to expand its operations in Penang, Malaysia with a new investment which will create over 250 new jobs.
Rimac chooses Analog Devices to enable precision battery management Rimac Automobili is planning to incorporate Analog Devices, Inc’s precision battery management system (BMS) integrated circuits (ICs) into Rimac’s BMS.
Silicon Mobility opens subsidiary in Japan Automotive semiconductor company, Silicon Mobility, is opening a new subsidiary in Tokyo, Japan. This subsidiary will provide system integration expertise and support for local customers.
STMicro completes acquisition of SiC wafer specialist Norstel STMicroelectronics has completed the full acquisition of Swedish silicon carbide (SiC) wafer manufacturer Norstel AB.
Sunway Research Institute of North America officially opens RF connectivity solutions provider, Sunway Communication, has officially opened its North American Research Institute (NARI). The new R&D facility is located in the Sorrento Valley technology park of San Diego, close to other leading technology firms.
Data Respons receives contract for next gen communication solution Data Respons have signed a contract of NOK 20 million (EUR 1.97 million) with a Nordic customer within the space, defence and security industry.
Harbour Group acquires SpotSee Holdings SpotSee Holdings and its subsidiaries are now part of the Harbour Group family of companies. Terms of the transaction were not disclosed.
Intel’s looking to sell its connectivity chips businesses The US chipmaker is reportedly looking for potential buyers for its connected home division, a business unit providing gateway solutions to connect devices and appliances.
Panasonic to sell its chip business to Taiwanese company Panasonic Corporation says that it will transfer the semiconductor business – mainly operated by Panasonic Semiconductor Solutions – to Nuvoton Technology, a Taiwan-based semiconductor company under the umbrella of Winbond Electronics group, in a stock and asset transfer agreement.
First Sensor extends collaboration with Canadian expert for machine vision First Sensor is producing image sensors for a new camera family for a Canadian technology leader for industrial visual inspection in the field of machine vision. The project has a term of seven years.
D3 Engineering moving, expanding in NY Empire State Development (ESD), the economic development arm of New York State, has announced that D3 Engineering will move from its current location in Rochester to a new, larger location in Henrietta, New York, along the state’s northwestern border with Lake Ontario.
Kinetic acquires MegaChips’ smart connectivity division Analog and mixed-signal semiconductor company, Kinetic Technologies, has acquired MegaChips Corporation’s Smart Connectivity Division. Terms of the asset transaction were not disclosed.
Entegris unveils China technology center Entegris has opened its china technology center (CTC) in China’s Silicon Valley, Zhangjiang, Shangha
Seattle start-up to see battery tech investment Group14 Technologies announced it will receive USD 18 million in new financing from several leaders in the battery-industry.Load more news