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Electronics

How Broad Is the Electronics Recovery?

October 6, 2026 by Jonathan Custer

Strong industry totals can hide very different conditions for individual suppliers. Here is where the improvement is reaching, and what it means for your next decision. A growing electronics market can still leave most suppliers with a softer month. In August, the Taiwan-listed PCB companies tracked by TPCA reported combined revenue of NT$105.4 billion, up …

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What Manufacturing PMI Signals for Electronics Demand

October 5, 2026 by Jonathan Custer

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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Solar Daily News: September 30, 2026

October 2, 2026 by Jonathan Custer

We have updated our format.  What are your thoughts?   Subscribers receive this Daily.  Please contact me if you are interested in subscribing to this or the Electronics Manufacturing Daily News or Automotive Electronics Daily News.  We are almost ready to introduce our World PCB report which will be available with Business Outlook on Notion. I …

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