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Strategic Market Intelligence for Electronics Manufacturing, Automotive, and Solar PV Industries

U.S. Semi Production Hobbled By Labor Shortages

May 29, 2020 by Jonathan Custer

On May 15, the administration announced that Taiwan Semiconductor Manufacturing Co., plans to build a new $12 billion factory in Arizona.  In addition,  Intel is considering moving some production back to the U.S., and U.S. officials is also trying to convince Samsung to the States.   Call us skeptical as announcements are just that and we will …

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Industrial Production By Selected Catagory

May 15, 2020 by Jonathan Custer

U.S. Manufacturing Output Falls 8.1 Percent, Post-War Record

May 15, 2020 by Jonathan Custer

US manufacturing output fell by a post-war record of 8.1% in the three months to April. We will know if April proves to be the bottom We next week as Markit PMI  has a 90% correlation with the official data, and May flash PMI data are updated next week.

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