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Markets and Business

Walt Custer

Recent Posts

Semiconductor Industry vs. Global Pandemic

The World Bank just released its updated Global Outlook for 2020 and 2021. The text is long but very worth reading. 

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Tough and Unpredictable Times Ahead

March and April world data clearly showed the impact of the global manufacturing slowdown driven by COVID-19. The world purchasing manager’s index plunged from 47.3 in March to 39.8 in April (Chart 1). Values below 50 indicate a manufacturing...

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An Imminent Recovery … or a Deep Recession

Global Manufacturing Activity

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Coronavirus Takes on Electronics Industry

Plunging stock prices and Coronavirus-driven business shutdowns presently dominate the news. Current economic data, including the recently released February Global Purchasing Manager Index, support earlier negative predictions of an imminent...

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SEMI Equipment Growth Continued Through Year-End But Coronavirus Impact Looms

Data through December showed a steady recovery in the global electronic supply chain with SEMI equipment leading the way in 3/12 growth (Chart 1). The global purchasing managers index moved into expansion territory (PMI>50) in January indicating...

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Cautious Industry Outlook But . . . World SEMI Equipment Growth Resumes!

World Manufacturing Growth Flat to Start 2020 (Chart 1) 

The December Global Purchasing Managers Index was in zero growth territory (PMI = 50). However, the various country components varied significantly. With IHS Markit PMI data as a gauge of...

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Tide Has Turned

The November Global Purchasing Managers Index moved back into expansion territory (Chart 1). Admittedly results varied significantly by country but world global manufacturing activity resumed growth at year end.

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Subdued Seasonal Upturn . . . But Better Times Ahead

3Q’19 Sales by Electronic Equipment Sector – Modest Improvement

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Muted Seasonal Recovery

The global electronics industry normally experiences a seasonal upturn from mid-summer through the December holidays. However, this autumn’s upturn is less robust.

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Semiconductor Industry Upturn by Early 2020?

Reports of 2Q’19 financials from all of the major OEMs in our 213 company global sample show that their electronic equipment sales declined 1.4 percent compared to the same quarter of last year (Chart 1). This OEM group’s combined sales growth...

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