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 …
Do you find this helpful? Subscribers receive this executive briefing in their inbox Monday-Friday with all the sources. Contact Jonathan Custer at jon@custerconsulting.com if you are interested. Adjoining executive briefing slides available here 20260630_Electronics_Executive_Summary CCG Daily News: Electronics Manufacturing Daily – June 30, 2026 Macro Global View: The AI Super Cycle and Economic Divergence The …
Electronics Manufacturing AI Super-Cycle Briefing – June 2026 Click for presentation: 202606_Electronics_Manufacturing_Intelligence_Briefing Macroeconomic and Geopolitical Landscape: The “Bring Your Own Power” Era The global economy has hit a hard ceiling: energy availability. We have transitioned from an era where capital was the primary constraint to one where the strategic intersection of energy infrastructure and AI-driven …