Production of military fighting vehicles in the euro area reached an index level of 259.1 in July 2026 (2021 = 100), according to Eurostat. That is 51.3% above July 2025 and the highest monthly level since at least 2016. For January to July, output was 27.4% higher than a year earlier. Euro-area motor vehicle production …
Global semiconductor sales reached a record $146.8 billion in July 2026, up 135.1% from a year earlier and more than twice any previous July (SIA, three-month average). WSTS now expects the 2026 market to reach $1.51 trillion, 89.9% above 2025. The main driver is memory. AI data centers are buying high-bandwidth and server memory faster …
This analysis was prepared for a recent customer presentation and has been updated with the latest company results. It uses Custer Contexo Group’s composites, built from company filings, to show where the PCB supply chain is in the business cycle. CCG’s main supply-chain composites are all growing, and growth is still speeding up: Semiconductors: revenue …