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Markets and Business

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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Subdued Seasonal Upturn . . . But Better Times Ahead

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

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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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Timing of Next Upturn? A Forecast

The typical winter “seasonal slowdown” is now behind us. What can we expect as the year progresses? 

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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...

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Industry Growth and Geographic Shifts

Electronic Equipment

Global electronic equipment production is in its traditional “fall busy season” as the consumer driven end markets ramp up for the holiday season (Chart 1). Both normal seasonality and organic growth are driving this year’s...

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Industry Growth – Still Positive but Varies by Region

Global Economy

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Strong 2Q’18 Global Supply Chain Growth But Second Half Slowing

2Q’18 Electronic Supply Chain Growth Update

  • Chart 1 is a preliminary estimate of global growth of the electronic supply chain by sector for 2Q’18 vs 2Q’17. Note the strong performance of semiconductors, SEMI capital equipment and passive...
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2018 and 2019 Global Electronic Supply Chain Forecasts, Plus a Leading Indicator Worth Watching

Forecast Summaries

Charts 1 and 2 are the recent world growth forecasts for this year and next for GDP (World Bank), Electronic Equipment and Printed Wiring Boards (Custer Consulting Group), Semiconductors (SIA/WSTSI and new Semiconductor Capital...

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