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Supply Chain Articles

07.20.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan update; Europe Update; Worldwide Semiconductor Equipment Market Forecast; 2Q’16 Personal Computer Shipments by Vendor and Region; Handset IC Market to grow at 6.7% CAGR to US$94.3 billion More...

07.13.2016 // Walt D. Custer in: Industry Conditions

May U.S. Electronic Supply Chain Shipments, Orders & Inventories; World Semiconductors Sales down 7.7% in May 2016 vs. May 2017; 2016 Semiconductor Market Growth Forecast Lowered to -1%; Worldwide IT Spending More...

07.06.2016 // Walt D. Custer in: Industry Conditions

June PMI Leading Indicators; American PCB Business Sales and Orders in May; Commodity Prices; Worldwide Cloud IT Infrastructure Revenue of Key Companies; Exchange Rates vs. U.S. Dollar; U.S. First-quarter More...

06.29.2016 // Walt D. Custer in: Industry Conditions

June “Flash” Leading Indicators (& Brexit); Japan Update; May U.S. “Durable Goods” Report; Solar/Photovoltaic Revenues up 4% in 1Q’16 vs 1Q’15; N American Semiconductor Equipment Industry May 2016 Book/Bill More...

06.22.2016 // Walt D. Custer in: Industry Conditions

Business Outlook for Europe More...

06.15.2016 // Walt D. Custer in: Industry Conditions

Taiwan/China Update; Global Semiconductor Sales Decrease in April; Autonomous Vehicle Sales Forecast; North American Robotics Market; Worldwide PC Shipments Forecast to Decline 7.3% y/y in 2016 More...

06.08.2016 // Walt D. Custer in: Industry Conditions

May PMI Leading Indicators; April U.S. “Factory Orders” Show Modest Improvement; North American PCB Business Growth Continued in April; Top 10 automotive PCB makers in 2015; U.S. Drone Sales Accelerate; More...

05.25.2016 // Walt D. Custer in: Industry Conditions

U.S. Data Revisions; Japan Update; Top-20 Semiconductor Companies' Sales down 6% in 1Q’16; Global DRAM Revenues Drop 16.6% in 1Q’16; NAND Market in First Quarter; Silicon Wafer Area Shipments Decreased More...

05.18.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan & Europe Updates; Worldwide Semiconductor Capital Spending to Decline 2% in 2016; Worldwide Semiconductor Photomask Market Forecast; Panel Demand Picking Up; 1Q’16 Notebook Computer Market More...

05.11.2016 // Walt D. Custer in: Industry Conditions

1Q’16 Global Electronics Growth by Sector – First Estimate; Global Semiconductor Sales Increase Slightly in March; April Global and Regional PMI Leading Indicators; April U.S. Electronics Activity; Worldwide More...

05.04.2016 // Walt D. Custer in: Industry Conditions

U.S EMS Providers 1Q’16 Financial Results; March 2016 U.S. Electronic Supply Chain Shipments, Orders and Inventories; North American PCB Shipments up 6.1% y/y in 1Q’16; Worldwide Smartphone Vendors Shipped More...

04.27.2016 // Walt D. Custer in: Industry Conditions

Japan Update; April “Flash” PMI Leading Indicators; N America-based SEMI Equipment March 2016 Book/bill =1.15; Japan SEMI & FPD Equipment Orders & Shipments; Global Smartphone Shipments in 1Q’16 More...

04.20.2016 // Walt D. Custer in: Industry Conditions

04.19.2016 // Barbara Jorgensen in: Supply Chain

There is no shortage of data within the electronics supply chain. Suppliers, distributors and customers share forecasts, inventory data, order status and compliance information; they transact business More...

04.13.2016 // Walt D. Custer in: Industry Conditions

04.06.2016 // Walt D. Custer in: Industry Conditions

03.29.2016 // Walt D. Custer in: Industry Conditions

03.23.2016 // Walt D. Custer in: Industry Conditions

03.16.2016 // Walt D. Custer in: Industry Conditions

China/Taiwan & Japan Updates; european Semiconductor Distribution Sales up 11.3% in 4Q’15; Apple's iPhones Chip Suppliers Booking Production Capacity at Foundry & Backend Partners; Global Smartphone Sales More...

03.01.2016 // Walt D. Custer in: Industry Conditions

This past week Walt Custer spoke at the Surface Mount Technology Association Silicon Valley Chapter Meeting which focused on the 2016 industry economic and business outlook.

Jim Walker, Research More...

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