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Going the Right Way . . . if We Can Control Pandemic

Global business conditions continued to improve through October although the rate of improvement slowed a bit as pandemic concerns increased (Chart 1).Electronic Equipment Shipments RecoveringThird-quarter world electronic equipment shipment growth showed a big improvement over the second quarter...

Tide (Will Be) Turning

There is a glimmer of light at the end of the tunnel. But most electronic industry time series will likely struggle at least though autumn.

Timing of Next Upturn? A Forecast

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

2018 and 2019 Global Electronic Supply Chain Forecasts, Plus a Leading Indicator Worth Watching

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...