See attached presentation: The_New_Substrate_Hyperscale_AI_1.46T_Rebuild 1. Global Economic Landscape and Macro Electronics Outlook The global economy in H2 2026 is operating in a “two-speed” state, characterized by a sharp divergence between AI-driven industrial expansion in East Asia and a softening macroeconomic profile in China. While high-tech exports from Taiwan and South Korea have reached record thresholds, China’s …

Electronics Supply Chain  ·  Week of July 25, 2026  ·  Presentation:20260725_Contexo_Market_Pulse_Electronics One theme ties the week together, and it is the same theme that now runs through every industry we track. AI infrastructure is the demand engine, Chinese overcapacity is the competitive force, and the cost pressure has rotated out of raw materials and into …

See attached presentation: 20260720_Business_Outlook_Strategic_Market_Intelligence_ Macro Global Economic Overview and Electronics Industry Backdrop The current macroeconomic environment is a “soft floor,” not a growth tailwind. As we enter the second half of 2026, strategic signals have shifted decisively from volume-centric growth to cost-centric risk management. While headline numbers suggest stability, the underlying structural pressure on margins—driven …