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Electronics Manufacturing Daily Briefing

October 16, 2026 by Jonathan Custer

Subscribers receive this Electronics market intelligence daily.  Please contact me if you are interested in subscribing to our Custer Daily News services.  Would you like a free trial to our services?  Send me a note at jon@custerconsulting.com See attached market intelligence Executive Briefing: Electronics Manufacturing Executive Briefing Global Economy US producer prices rose 1.3% in …

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How Broad Is the Electronics Recovery?

October 6, 2026 by Jonathan Custer

Strong industry totals can hide very different conditions for individual suppliers. Here is where the improvement is reaching, and what it means for your next decision. A growing electronics market can still leave most suppliers with a softer month. In August, the Taiwan-listed PCB companies tracked by TPCA reported combined revenue of NT$105.4 billion, up …

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What Manufacturing PMI Signals for Electronics Demand

October 5, 2026 by Jonathan Custer

There is a story in the relationship between manufacturing PMI and electronics demand. In our recent data, North American PCB book-to-bill moves alongside global manufacturing PMI. Electronic components respond later. A signal that provides advance notice in one market may describe conditions already unfolding in another. What our numbers show We compared global manufacturing PMI …

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