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Custer Contexo Group

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

Intel Reports 12% Y/Y Rev Growth, Factors Operating, > 90% On-Time Deliveries

April 23, 2020 by Jonathan Custer

   

Taiwan Semi To Build Apple’s Mac Chips

April 23, 2020 by Jonathan Custer

Bloomberg is reporting Taiwan Semiconductor Manufacturing Co.,  who already produces iPhone and iPad processors, will build the company’s new Mac chips,   The components will be based on a 5-nanometer production technique, the same size Apple will use in the next iPhones and iPad Pros, one of the people said. Money quotes from the Bloomberg piece: …

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Uncertain Outlook For The Electronics Industry

April 22, 2020 by Jonathan Custer

  Interesting piece in Forbes today about the cross-currents caused by the COVID crisis. Here are the money quotes: certain segments are experiencing a boom, especially technology companies the electronics segment has benefited from the outbreak because of a surge in buying by both consumers and businesses in electronics equipment uncertainty about the pandemic, the …

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