Up the Stack: How the AI Load Is Rewiring the Electronics Economy

by Jonathan Custer

See attached presentation: 20260720_Business_Outlook_Strategic_Market_Intelligence_ Macro Global Economic Overview and Electronics Industry Backdrop The current macroeconomic environment is a “soft floor,” not a growth tailwind. As we enter the second half of 2026, strategic signals have shifted decisively from volume-centric growth to cost-centric risk management. While headline numbers suggest stability, the underlying structural pressure on margins—driven …

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Custer Comments for July 20, 2026

by Jonathan Custer

Cross-Industry Weekly Overview, Custer Comments for July 20, 2026 One theme ties the week together. AI infrastructure is now the demand engine across every sector we track, Chinese overcapacity is the competitive force flooding each of them, and the cost pressure has rotated out of raw materials and into geopolitics, energy and freight. Value is …

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Walt Was Right: Business Outlook Printed Circuit Board Leading Indicators Show Continued Growth

by Jonathan Custer

See attached presentation: 20260713_Walt Was Right Business Outlook PCB Leading Indicators The “Clean Read” Concept: Why Global Analysts Look to Taiwan and Korea Clean reads represent the objective reality of the shop floor—bypassing the noise of sentiment polls and the lag of government aggregates. For the senior strategist, this methodology provides the front-running intelligence necessary …

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