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5, Dec 2019
The Trend Toward Hyperautomation & Autonomous Things

Michael Kung, a senior partner at the US research and advisory firm Gartner Inc, told reporters at a press conference in Taiwan yesterday hyper-automation tops the list of 10 most important strategic technology trends for next year. The ultimate goal of hyperautomation is to automate anything that can be automated,…

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4, Dec 2019
COTD: Apple’s Global Supply Chain

COTD:  Chart of the Day Maybe a bit dated but you get the picture.   No surprise, China dominates, which also includes fabs.

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3, Dec 2019
More Trade Uncertainty As Trump Dumps on China, Brazil, and Argentina

We are fairly certain China trade talks are hung up on a rollback (China wants) of some of the tariffs and the bigger issues of structural changes to China’s economy and IP protection (U.S. wants).    Trump looks weak if he rolls back tariffs without getting anything big and not…

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2, Dec 2019
U.S. Manufacturing Sector Continues To Contract, New Orders Lead – ISM

Of the 18 manufacturing industries, five reported growth in November: Apparel, Leather & Allied Products; Food, Beverage & Tobacco Products; Paper Products; Miscellaneous Manufacturing; and Computer & Electronic Products.  The two industries reporting paying increased prices for raw materials in November are: Computer & Electronic Products; and Miscellaneous Manufacturing‡ .…

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2, Dec 2019
Wistron to buy industrial land in Vietnam – Tapei Times

Contract electronics manufacturer Wistron Corp plans to purchase land in Vietnam, as the company continues to gradually shift production to Taiwan, India and the Philippines to diversify risk. The transaction would total 337.4 billion dong (US$14.6 million). Wistron might build a factory to produce information technology-related products in Vietnam, the…

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27, Nov 2019
Growth Of Electronics Parts In Auto Production

Here is a very informative chart from our Business Outlook, which illustrates how electronics are becoming dominant in auto production — from 1 percent of total cost in 1950 to a projected 50 percent over the next ten years.    

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26, Nov 2019
COTD: Global Auto Sector Turning Up

COTD – Chart of the Day Looks like a bottom to us.

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26, Nov 2019