April 12, 2026 Global markets remain resilient but increasingly uneven, with AI demand supporting growth while energy and geopolitical risks continue to drive volatility. Global Economy Global trade is holding up, with the WTO forecasting 1.9% goods trade growth in 2026, supported by strong AI-related demand in semiconductors and…
April 6, 2026 Weekly Global Update: Energy Shocks, AI Boom, and Shifting Supply Chains Global markets are being reshaped by a mix of geopolitical disruption, technological acceleration, and evolving trade flows. Energy & Macro: The closure of the Strait of Hormuz has removed ~20M barrels/day from global oil supply. While…
How the Electronics Manufacturing Supply Chain Can Capitalize in the Current Market Climate in North America Executive Summary The North American electronics manufacturing supply chain is currently operating in an environment characterized by aggressive expansion, driven overwhelmingly by artificial intelligence (AI) infrastructure investments and nearshoring initiatives. The U.S. manufacturing sector expanded…
Market Intelligence | For Those That Need To Know Electronics Manufacturing Daily News March 31, 2026 Global Economic Climate and Geopolitical Energy Shocks The US-Israeli-Iranian war has effectively weaponized the global electronics supply chain, transitioning from a localized Middle East conflict into a “global, yet asymmetric” shock for all manufacturers (IMF,…
Strategic Overview: The AI Infrastructure Supercycle The semiconductor landscape in 2026 is being fundamentally redefined by an unprecedented capital expenditure surge from US “Big Tech” titans. Google, Meta, Amazon, and Microsoft have committed to a collective investment of US 630 billion to US 720 billion—a figure that rivals the annual…
