<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=574268839740120&amp;ev=PageView&amp;noscript=1">

Markets and Business

Peering into Second Half of 2020

Global Manufacturing Activity

Read More

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. 

Read More

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...

Read More

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...

Read More

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...

Read More

As World Cycles Turn

Electronic Industry Business Cycles Look Promising (with Reservations)

Read More

A Ride on the Business Cycle

Global Growth Slows in Fourth Quarter

World electronic industry growth moderated (or contracted) in many sectors in late 2018.  Compare Chart 1 (3Q’18 vs.3Q’17) to Chart 2 (4Q’18 vs.4Q’17). The length and color of the bars tell the story. The...

Read More