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Taiwan’s Top PCB Maker Zhen Ding Plans Record 2020 Capex Spending

November 14, 2019 by Jonathan Custer

Taiwan’s top PCB maker Zhen Ding Technology (ZDT) will budget a record high capex for 2020 and expects its revenues for the year to grow significantly from 2019 on stronger shipments of diverse product lines, according to company chairman Charles Shen. ZDT’s board of directors has yet to finalize the 2020 capex figure, but Shen …

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Trade Wars And Boeing’s Supply Chain

November 13, 2019 by Jonathan Custer

  Boeing’s supply chain is just one example of how global trade friction can affect the company’s plane production.  Boeing recently announced that it will reverse the expected boost in monthly output of the 787 Dreamliner from 14 back t 12 due to the trade war, which among other things, is slowing demand in China. …

COTD: Global Vehicle Structure of Production

November 12, 2019 by Jonathan Custer

COTD = Chart of the Day The automobile sector is a globally interconnected industry with a large economic footprint. The size of the sector’s gross output (that is, the sum of its value-added and intermediate consumption) is about 5.7 percent of global output, according to the World Input-Output Database (Timmer and others 2015). Vehicles and related …

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