PCBs – $112B Industry, AI is Doing the Work: Second half of 2026 is going to test whether what looks like a boom is actually one or just an inventory cycle in disguise

by Jonathan Custer

Presentation available here: 20260503-09 Weekly Electronics_Manufacturing_Executive_Briefing_Contexo_Logo_v3_opt Please contact me at jon@custerconsulting.com if you are interested in 2026 World and Top 20 Markets PCB Report: 150 slides and over 600 pages of detailed market research. Global Electronics Manufacturing – PCBs, Semiconductors, Materials, End Markets, EMS The Week in Two Sentences AI is still pulling everything forward, …

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Business Outlook Weekly Comments, May 11, 2026

by Jonathan Custer

Please see the updates for Business Outlook; Global Economy, Electronics Industry, Automotive Industry, and Solar Industry for May 11, 2026. Please refer to the individual files for a detailed overview of each segment. Weekly Global Industry & Market Update – Q1 2026 Global Economy Global markets continued to stabilize in Q1 2026, but beneath the …

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Electronics Manufacturing Macroeconomic Environment and Geopolitical Volatility: The New Operating Reality

by Jonathan Custer

The Macro Setup — A Stark Regional Divergence The world economy is no longer moving in one direction, and our planning models need to catch up. The United States regained speed in Q1 with annualized GDP growth of 2.0%, almost entirely powered by AI-infrastructure investment and a rebound in government spending after the year-end shutdown. …

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