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 …
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 …
CCG Daily News: Electronics Manufacturing Daily – July 1, 2026 Adjoining executive briefing slides available here 20260701_Electronics_Executive_Summary Macro Global View: The AI Imperative vs. Geopolitical Friction As of July 1, 2026, the global electronics landscape is navigating a period of intense strategic volatility. We are witnessing an unprecedented investment cycle in Artificial Intelligence (AI) infrastructure that …