Do you find this helpful? Subscribers receive this executive briefing in their inbox Monday-Friday with all the sources. Contact Jonathan Custer at jon@custerconsulting.com if you are interested. Adjoining executive briefing slides available here 20260630_Electronics_Executive_Summary CCG Daily News: Electronics Manufacturing Daily – June 30, 2026 Macro Global View: The AI Super Cycle and Economic Divergence The …
Electronics Manufacturing AI Super-Cycle Briefing – June 2026 Click for presentation: 202606_Electronics_Manufacturing_Intelligence_Briefing Macroeconomic and Geopolitical Landscape: The “Bring Your Own Power” Era The global economy has hit a hard ceiling: energy availability. We have transitioned from an era where capital was the primary constraint to one where the strategic intersection of energy infrastructure and AI-driven …
Global Macro and Electronics Industry Outlook The aggregate numbers look fine but they are misleading. Electronics is splitting into two industries running in opposite directions: one is in an AI capex super-cycle, the other is stuck in a consumer recession. Anyone treating this as a single market will get blindsided. The Iran-war oil shock has …