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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AI Demand Hits the Materials Wall: Boards, Capacitors and Memory Are All Repricing THE 60-SECOND READ  ·  3 THINGS TO KNOW TODAY US$96.6 billion Record foundry revenue as AI chip demand spreads beyond TSMC into mature nodes (Counterpoint Research, 2026) NT$1.1365 trillion Taiwan’s board output heads past NT$1 trillion, yet glass cloth and copper foil …