We are reposting our piece from November 1st where we speculated the long secular deflation in semiconductor prices may be over. We got lucky and looks like we picked the bottom. But first this: A shortage in production capacity compared to demand in semiconductors is expected to increase their prices in 2021. Some companies have … More Semiconductor shortage to increase prices in 2021
We think so. The daily new case curves are turning down and though the death curve will lag for a few weeks, it will also start to turn down soon. Thank, God, we can see the light at the end of the tunnel. Back to normal? Far from it. In recent days, coronavirus cases have … More Is Peak COVID In?
As we look to 2021 and the anticipated global economic recovery, we see continued interest in topics related to emerging business risks, digital transformation and cybersecurity. As a result, integrated risk management (IRM) topped our list in 2020. We also continue to see increased interest in the wider adoption of digital technologies to support an employee base … More Top Emerging Tech Trends In 2020 – Gartner
The following chart is derived from yesterday’s Industrial Production data. Not surprising, computer and electronic manufacturing is up year-on-year and has significantly outperformed the rest of the manufacturing sector as measured in the Industrial production data.
Just a quick note on what we believe has been one of the largest factors, along with globalization to the disinflationary forces over the past 30 years. That is the secular decline in the price of semiconductor prices. Semiconductors are the basic building block of today’s economy, as was oil during the industrial revolution. … More Is Secular Deflation Over In The Computer & Electronics Sector?