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Collapse 2007                                                                                                                                                                                2007                                                                                                                                                                                
Thoughts from Shenzhen: China’s PCB Industry; Semiconductor Shipments & Revised SEMI CAPEX forecast;
End Market Demand Slows (at least domestically in October)
Seasonal Downturn Amplified by Economic Woes? + Some Industry News
Global Overview with a European Flavor - Thoughts from Productronica
Custer: 3Q'07 Global Review and 2007/2008 Outlook
Custer, Cautious Cheers: Enouraging September U.S. Electronics Industry Results
Custer on Global End Market Update
Custer on Business Conditions: Business Outlook with a European Focus
Custer on Business Conditions: Electronic Equipment, PCB, and Chip Growth + Recent Market Data
Custer on Business Conditions: August Slowdown Signs but Longer Term Outlook Stabilizes
Custer on Business Conditions: Seasonal Recovery, Interest Rates and FOREX
Custer on Business Conditions: Taiwan Data Dump
Custer on Business Conditions: Plethora of Market Data and News
Custer on Business Conditions: U.S. Electronic Food Chain Overview and Some News from Vietnam
Custer on Business Conditions: Global Electronic Equipment Growth Update; Softer Q2 in Europe; Consu
Custer on Business Conditions: Supply Chain Comments: Component Shortages and Firmer Prices in Secon
Custer on Business Conditions: Watching the 2H'07 Turnaround Develop
Custer on Business Conditions: Late 2Q'07 Dip, but 3Q'07 Recovery Signs Continue
Custer on Business Conditions: Stock Market Plunge & Durable Goods Order Decline Worrisome yet Many
Custer on Business Conditions: "Laundry List" of Market Comments
Custer on Business Conditions: Seasonal Improvement Underway in a Slow Growth Year
Custer on Business Conditions: Increased Optimism for 2nd Half Recovery
Custer on Business Conditions: Global Electronic Equipment and Component Growth
Custer on Business Conditions: Market Update
Custer on Business Conditions: Strong Global 1Q'07 Component Sales; Revised Domestic Electronic Equi
Custer on Business Conditions: 1Q’07: "Global Food Chain" Performance; European End Market Update,
Custer on Business Conditions: 1Q'07: Global Overview
Custer on Business Conditions: 1'07: Bottom of Order Correction/Inventory Reduction Trough? Bright
Custer on Business Conditions: Industry Financials: Sales, Inventories, and Profits
Custer on Business Conditions: March Rebound in Southeast Asia, SEMI CAPEX Slows, Soft Landing Still
Custer on Business Conditions: Data Smorgasbord ... Charts Show 1Q'07 Slowdown
Custer on Business Conditions: "Soft Landing" Continues - Not Much Growth on the Immediate Horizon
Custer on Business Conditions: Seasonal Slowing in Asia
Custer on Business Conditions: Asian Business Outlook
Custer on Business Conditions: SIA & DOC Add Insight to 2007 Outlook
Custer on Business Conditions: News from Around the World
Custer on Business Conditions: "Soft Landing" Still in Crystal Ball
Custer on Business Conditions: Numbers Tell the Story . . . Global Economy and Electronic Food Chain
Custer on Business Conditions: What I Learned in Europe... And Global "Food Chain" Growth Data for 4
Custer on Business Conditions: Things are Happening . . . Exchange Rates; U.S. Electronic Equipment;
Custer on Business Conditions: What Will 2007 Bring? The Tea Leaves are More Optimistic
Custer on Business Conditions: European End Market Update; SEMI CAPEX Domestic Upturn; Robust Mobile
Custer on Business Conditions: Taiwanese Year-End Round Up
Custer offers a positive outlook into the global electronics industry.
Custer analyzes motherboard sales and provides a 2007 forecast by Gartner Dataquest
Collapse 2006                                                                                                                                                                                2006                                                                                                                                                                                
Custer on Business Conditions: Charts Tell the Story - Modest Slowdown Continues
Custer on Business Conditions: Global Economic Update . . . or "Thoughts from Laos"
This week's MarketEye includes an electronics industry update.
Custer on Business Conditions: U.S. Manufacturing Slows . . . But Global Electronic Assembly Demand
Custer on Business Conditions: Global Growth Moderates
Custer on Business Conditions: 3Q'06 Industry Overview; Electronica, Munich is Here
Custer on Business Conditions: Electronic Equipment, Semiconductors & Components; Plus Some Key Head
Custer on Business Conditions: Slowdown Signs across the Global Food Chain
Custer on Business Conditions: European Monthly Electronic Equipment Production
Custer on Business Conditions: Global Market Update: 2002 to 2010
Custer on Business Conditions: Global, Japanese & Taiwanese/Chinese Update; First Look at U.S. Augus
Quantifying PCB Cost Increases; "Busy Season" = Likely Price Increases; Russia Vows to Increase Loca
Custer on Business Conditions: SEMI CAPEX Improves, Flying with Laptops on Korean Airlines Gets Toug
Custer on Business Conditions: Global Business Environment
Custer on Business Conditions: Summer Demand Encouraging; Helped By Strong July Military Electronics
2H'06 Outlook: Seasonal Pickup versus Excess Inventories
Across the Atlantic Pond: How's Business?
Internet Sector, European Components, Domestic PCB Industry, Taiwan Electronics Food Chain - What’s
Global 2Q'06 Market Overview . . . Chip Inventories a Worry but Second Quarter End Market Demand was
Custer on Business Conditions: U.S. Electronic Equipment & Component Data; Asian Flat Panel Display
Custer on Business Conditions: Second Quarter Slowing Evident, but "Busy Season" is Just Around th
Global Overview: EMS Inventories, Consumer Electronics Slowdown in S.E. Asia, U.S. End Market Demand
Custer on Business Conditions: More on EMS Inventory Levels & a Look at Recent SEMI CAPEX
Custer on Business Conditions: What the May Data Suggests . . . Are Business Conditions Flat or Decl
Custer on Business Conditions: Second Quarter Global Slowdown More Evident; Military and Instrument
Measuring Electronic Equipment Sector Growth and Inventory Levels at Each Level of the Food Chain
Strong 1Q'06 but Metal & PCB Laminate Prices Skyrocket; Demand Cools in Taiwan/China in April
Custer on Business Conditions: Growth from a Stable Plateau
Domestic End Market & PCB Demand at 5-Year Highs; SEMI CAPEX Outlook Improves; Rising Metal Prices a
Custer on Business Conditions: EMS Industry - Off to a Good Start in 2006, PC Demand Cools Slightly
Custer on Business Conditions: Taiwan/China Rebounds in March; Seasonal Slow Period Appears Over
Custer on Business Conditions: "Stability" in North America; Rest of World Sees Slower Growth
Better News from Taiwan Focus on U.S. Domestic End Markets Target List
Custer on Business Conditions: Signs of Modest End Market Improvement: 2006 Outlook
Asian Seasonal Rebound Imminent? and Global Look at the Printed Circuit Board Market
Custer on Business Conditions: Electronic "Food Chain" - Recent Domestic Performance
Custer on Business Conditions: Lessons from Recent Foreign Exchange and Chip Shipment Data
Custer on Business Conditions: Smoother Sailing Than Expected Electronic Food Chain Demand Unseasona
Custer on Business Conditions: Costs Increase and Seasonal Slowing Continues
Custer on Business Conditions: Strong Fourth Quarter for Many; Soft Landing Following Excessive Comp
Custer on Business Conditions: Recent End Market Activity and a Closer Look at Military Electronics
End Market Performance: Letting the Charts do the Talking
A Look at SEMI CAPEX spending- Updated Global GDP and Electronic Equipment Forecasts
EMS & ODM Market Overview
U.S. Factory Order Data: End Market vs. Electronic Component Growth Imbalances and Rising Inventory
An Early Hint at Fourth Quarter Results and Recent Electronic “Food Chain” Updates
Collapse 2005