Walt Custer

Forecast SummariesCharts 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 Equipment (SEMI).  The semiconductor-related...

Updated Global GDP ForecastThe World Bank just updated its multiyear forecast for GDP growth both globally and by country (Chart 1).It noted: “Despite recent softening, global economic growth will remain robust at 3.1 percent in 2018 before slowing gradually over the next two years, as...

Broad Global & U.S. Electronic Supply Chain GrowthThe first quarter of this year was very strong globally, with growth across the entire electronics supply chain. Although Chart 1 is based on preliminary data, every electronics sector expanded –  with many in double digits. The U.S....

After a record January, Taiwan-listed electronics companies, many of which manufacture in China, reported significant drops in February sales. A number of events likely contributed: Far fewer working days in February due to Lunar New Year factory shutdowns Inflated January production and shipments...