Industry Condition Articles by
Custer Consulting

05.16.2012dotclearWeekly Market Updates for May 16, 2012
Taiwan/China April Update; 1Q’12 Electronic Supply Chain Global Growth by Sector; 1Q’12 Silicon Wafer Shipments and 4Q’11 Photovoltaic Equipment Book/Bill; Flexible PCB Forecast for 2012; Semiconductor Probe Card Market Update
 
05.11.2012dotclearWeekly Market Updates for May 11, 2012
1Q’12 Growth by Sector for Global Electronic Supply Chain; March Semiconductor Shipments up 1.5% Sequentially; Improved Global Manufacturing Activity in April but Europe Lags; March U.S. Electronics Demand Edges up; 1Q’12 Smartphone Shipments up 42% versus Same Quarter in 2011; U.S. GDP expanded 2.2% in 1Q’12
 
05.02.2012dotclearEconomic Outlook Improves Slightly
Walt Custer provides the “Economic Outlook” portion of the April 2012 edition from Ed Henderson’s monthly Electronic Market Forecast.
 
04.25.2012dotclearWeekly Market Updates for April 25, 2012
Japanese and Global Electronic Equipment and PCB Market Growth; Strong N. America and Japanese SEMI Equipment Shipments; Notebook and Ultrabook Market Projections; 4G Device and OLED Screen Market Forecasts; U.S. Industrial Production
 
04.18.2012dotclearWeekly Market Updates for April 18, 2012
Regional Electronic Equipment Sales Growth; Taiwan/China and Europe Updates; 1Q’12 PC and Media Tablet Market Growth; Fabless Semiconductor 2011 Sales by Company
 
04.11.2012dotclearWeekly Market Updates for April 11, 2012
Improved Electronics Demand; Global Industrial Production Growth, World PMI Leading Indicator, SIA Comments on February Semiconductor Shipments; Global Printed Electronics Market; World IT Spending Forecast; World Semiconductor Equipment and Materials Market; U.S. and Europe Purchasing Managers Indices
 
04.05.2012dotclearWeekly Market Updates for April 5, 2012
U.S. Electronics Demand Improves; N America PCB Orders Rise; Semiconductors Showing Signs of Recovery; Global Chip Foundry Market; Touch Screen End Markets; Top Semiconductor Suppliers in 2011; DRAM Forecast
 
03.28.2012dotclearWeekly Market Updates for March 28, 2012
Updated Global Forecasts; Japanese Electronic Supply Chain Performance in January; Improving North American SEMI Equipment Demand; Worldwide SEMI Equipment Spending Forecast; Exchange Rate Updates
 
03.21.2012dotclearWeekly Market Updates for March 21, 2012
Europe and Taiwan/China Updates; Top SEMI Equipment Suppliers in 2011; Upgraded 2012 Semiconductor Forecast; LED Lighting Driving Power Semiconductor Sales; U.S. and Global Industrial Production Growth; 2011 Decline in World TV Sales
 
03.14.2012dotclearWeekly Market Updates for March 14, 2012
GDP & Electronic Equipment Regional Growth Forecasts, US Electronics Update, Global Semiconductor Shipments by Region, Semiconductor Fab Spending Outlook, Personal Computer Shipment Forecast & 4Q'11 Disk Storage Market by Major Supplier
 
03.07.2012dotclearWeekly Market Updates for March 7, 2012
Soft January Orders for U.S. Electronic Equipment; Global Semiconductor Data Potential Disruption; February PMIs Point to Continued Manufacturing Growth in U.S. and Signs of Stabilization in Europe; Updated Exchange Rates and Metal Prices; North American PCB January Data; 4Q’11 Server Market
 
03.01.2012dotclearWeekly Market Updates for March 1, 2012
Fourth Quarter 2011 Global Electronic Supply Chain Performance; N American & Japanese SEMI Equipment Book/Bills; HDD Capacity Recovery; Notebook & Media Tablet Growth & Supplier Market Shares; Automotive Display, Ethernet Switch and e-Book Reader Markets
 
02.22.2012dotclearWeekly Market Updates for February 22, 2012
European Electronic Supply Chain and Component Distribution Updates; U.S. Leading Indicator Rises; Optical Network Equipment Suppliers; LED Lighting Supply & Demand; LTE Datacom Equipment; Smartphones & Media Tablet Markets
 
02.15.2012dotclearWeekly Market Updates for February 15, 2012
Taiwan/China January Sales Update; SIA Comments on December Semiconductor Global Chip Shipments; Smartphone & Media Tablet Markets; Hitachi's HDD Production Outlook
 
02.08.2012dotclearWeekly Market Updates for February 8, 2012
European PCB Industry Update; December Global Semiconductor, U.S. Electronics and North American PCB Data
 
02.03.2012dotclearWeekly Market Updates for February 3, 2012
U.S. & Japanese Electronics Updates, Improved Chip Demand, HDD Price Trends, Foxconn Hon Hai Product Mix, EMS & ODM Forecast, Top OEM Semiconductor Buyers, Revised PC Market Forecast, 4Q'11 U.S. GDP Growth, U.S. Leading Indicator Rises, German Business Confidence Improves, Ultrabooks vs. Media Tablets
 
01.25.2012dotclearWeekly Market Updates for January 25, 2012
World & Japanese Printed Circuit Market Growth, U.S. & Global Industrial Production, Flash Memory & DRAM Growth and CAPEX, Chip Foundry Market, Cloud Server Forecast & Current Metal Prices
 
01.18.2012dotclearWeekly Market Updates for January 18, 2012
Upturn in SE Asia, Taiwan & European Market Updates, Stabilized Material Prices, Global Wafer Fab Capacity, 4Q’11 Personal Computer Shipments, Global Handset Shipments for 2011 & 2012
 
01.11.2012dotclearWeekly Market Updates for January 11, 2012
Leading Indicators, U.S. "Factory Orders", Passive Components, U.S. Electronic Supply Chain Growth, World IT Spending Forecast, Exchange Rates & Metal Prices
 
01.04.2012dotclearMarket Updates
November World Semiconductor Shipments, N American PCB Orders & Shipments, Electronic Materials and Process Equipment Sector Composites, Smartphone Volumes, World PCB Shipments for 2011 and 2012 (projected), U.S. Leading Indicator Increase and HDD Contract Demands for 2012
 

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