Semiconductors & Electronics
For electronics manufacturers, EMS providers and component distributors. We connect bills of materials, component prices, lead times and quotes so margin is visible.
Our perspective
Global chip sales more than doubled in a year, and for most electronics makers the constraint is allocation: memory and some other components on long lead times, prices revised between quote and delivery, and a bill of materials costed at last quarter's prices. The shortage appears first as lost margin on orders priced before the component cost moved, then as late deliveries. We connect bills of materials, purchase prices, lead times and customer quotes so an electronics business can see which orders lose money at today's component prices and which parts need a qualified alternative now.
Market signals
01
Global semiconductor sales were US$159.7 billion in August 2026, 144.3% more than in August 2025, and sales for the year passed US$1 trillion by the end of August.
02
WSTS's spring 2026 forecast expected memory sales to grow by around 250% in 2026 to more than US$800 billion, against 10% growth for analogue and 8% for discrete semiconductors.
03
The European Commission proposed a Chips Act 2.0 on 3 June 2026, after the European Court of Auditors projected an EU share of the global chip market of 11.7% by 2030 against the original 20% target. EU institutions aim to conclude negotiations in the second quarter of 2027.
How we help clients
Bill of materials cost and quote margin
TF-08FinanceWe reprice each bill of materials at current purchase prices and compare it with the price quoted to the customer, so the orders that now lose money are known before they ship.
Component risk register and alternates
TF-10RiskSingle-source parts, lead times, end-of-life notices and allocation status are recorded per component and linked to the products that use them, so engineering knows which alternates to qualify first.
Purchase orders, allocation and shortages
TF-07OperationsOpen purchase orders, supplier confirmations and allocation letters joined to the production plan show which builds are short, by which part and from which date.
Quote validity and price adjustment terms
TF-04GrowthWe set quote validity, component price-adjustment clauses and pass-through rules by product family, with a calculation the customer can check.
Product data and B2B storefronts for distributors
TF-06Technology & DataParametric search, datasheets, stock by warehouse and quote requests on the distributor's site, fed from one product data source, let engineers and buyers find a part and its availability in one visit.
Location and supplier-base decisions
TF-01StrategyWhere a business is weighing a second supplier, a new assembly site or support under the Chips Act, we compare the options on total landed cost, lead time and supply risk, and recommend one main option and one alternative.
What changes next
Memory allocation into 2027
WSTS's July 2026 update put the 2026 market at about US$1,655 billion and 2027 at about US$2.1 trillion. Suppliers serving AI infrastructure first will keep allocation tight for mainstream buyers, and quotes will need shorter validity periods.
European demand-side measures
The Chips Act 2.0 proposal puts more weight on demand, through procurement, demand aggregation and earlier signals of future orders. European buyers of mainstream chips should follow the negotiations because they may change how supply is contracted.
Customers pushing back on price changes
As component costs rise, OEM customers press for fixed prices while suppliers move to shorter validity and pass-through clauses. The supplier with documented component costs per product is in the stronger position in that negotiation.
Business challenges
01
Quotes priced at last quarter's component cost
A product quoted in spring and built in autumn may carry memory and other parts at very different prices. Without a repriced bill of materials, the loss appears only in the month-end accounts.
02
Shortages discovered at kitting
When allocation letters and supplier confirmations sit in email, a missing part is found when the build is kitted. The line stops and the customer delivery date moves.
03
Alternates qualified too late
Qualifying an alternate part takes engineering time and testing. Starting after the shortage has begun means weeks without supply.
04
Product data spread across systems
Part numbers, datasheets, lifecycle status and stock live in the ERP, the PLM tool, supplier portals and spreadsheets. Sales and purchasing quote from different versions.
Where the opportunity sits
A margin view repriced weekly
Bills of materials repriced each week against current purchase prices show which orders, customers and product families need a price conversation.
Alternates ready before they are needed
Ranking components by risk and by the revenue that depends on them tells engineering where qualification work protects the most sales.
One product record for sales and purchasing
A single source for part data, lifecycle status and stock removes the quoting errors that come from different teams using different files.
How we approach it
We start read-only with the ERP and MRP, bills of materials, purchase orders and supplier confirmations, customer quotes and contracts, and any PLM or product data tool. We follow one product from quote to shipped order, reprice its bill of materials at current costs and note where data is re-keyed. Findings become a prioritized task list, each item with an owner and an acceptance check. If the client wants us to build, the same team delivers the data connections, cost and risk reports, pricing terms and storefront changes, and leaves them in the client's own systems. Chip and circuit design, process engineering, component testing, product safety and EMC certification, export-control classification and legal advice stay with qualified engineers, test houses and advisers.
How our experience is evidenced
No anonymised engagement in semiconductors or electronics is published. This page describes our approach and the capabilities we would apply: cost and margin reporting, data integration, supply-risk records and B2B commerce, as we use them in other sectors.
How an engagement with THEFOCUS starts
A first conversation is about your situation. If there is a fit, we propose a scoped diagnostic with a fixed deliverable before any larger commitment.
Discuss this with us01
A working conversation
Forty-five minutes with the person who would lead the work. We ask about the decision, the systems behind it and the deadline.
02
A scoped diagnostic
Read-only access, a fixed timeframe and a written finding: what the records show, what it costs and what to change first.
03
A plan you can act on
Changes, owners, measures and exclusions in writing. The same team then builds and measures, or hands over cleanly.
- One accountable team
- The people who diagnose also build the systems and measure the result.
- Partners chosen per problem
- Independent specializts join for the parts that need them, under one contract.
- Records before dashboards
- Orders, ledgers and logs are reconciled before any recommendation depends on them.
Questions executives ask
Do you work with chip designers or fabs?
Our work fits electronics manufacturers, EMS providers and component distributors: cost, supply, data and commercial systems. We do not provide design, process or fab engineering.
Have you worked in this sector?
We have no published engagement in semiconductors or electronics. A proposal would set out which parts of the scope we have delivered in other sectors and how we would apply them here.
Can you help us decide whether to add a second supplier?
Yes. We compare the options on total landed cost, lead time, qualification effort and supply risk, using your own purchase and production data, and recommend one main option and one alternative.
Discuss this with us
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