Factory, slows

Electronics Industry Contracts; U.S. Factory Gauge Hits 10-Year Low

U.S. factory activity in September contracted for the second consecutive month to reach its lowest level since June 2009—the end of the last recession. The Institute for Supply Management’s leading manufacturing index, the PMI, registered 47.8 in September, a 1.3 percent drop from August. The demarcation line between expansion and contraction is 50. Business confidence…

U.S.-China Trade War: Supply Chain Crisis or Opportunity?

Editor’s note on Special Project U.S.-China Trade War Damages Done: A permanent trade war with China has already thrust the supply chain in a mad scramble. Procurement costs have increased; partnerships have been severed; and companies have been forced to relocate manufacturing. Still, some companies see the conflict as a path toward differentiation President Trump’s…

A Wild Week; EDS Wraps, and a Bumpy H2 for Component Demand

As component manufacturers and distributors gathered for the annual EDS trade show, fears of a 2019 recession had largely abated. The year could end slightly ahead of 2018, one global distributor projected, assuming the market environment remains “normal.” That was Wednesday. By Friday, the U.S. had escalated its trade war with China and the supply…

market, update, outlook, improve

Supply Chain More Optimistic About Q2 Component Demand

Industry experts polled in April were slightly more optimistic about electronic component demand, bookings and order cancellations than they were in March. Of roughly 20,000 global respondents to Technology Partners Consultants’ April survey, 29 percent expect a better Q2, versus 23 percent the prior month. “Based on our survey results and conversations with various supply…