Semiconductor Industry Upturn by Early 2020? By Walt Custer September 16, 2019 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. Read More
Tempered Growth Forecasts and Longer Range Glimmers of Hope By Walt Custer August 19, 2019 The electronics markets (and global economies in general) remain fragile, but there is some glimmer of hope on the horizon. Read More