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 …
Global Macro and Electronics Industry Outlook The aggregate numbers look fine but they are misleading. Electronics is splitting into two industries running in opposite directions: one is in an AI capex super-cycle, the other is stuck in a consumer recession. Anyone treating this as a single market will get blindsided. The Iran-war oil shock has …
Presentation available here: 20260503-09 Weekly Electronics_Manufacturing_Executive_Briefing_Contexo_Logo_v3_opt Please contact me at jon@custerconsulting.com if you are interested in 2026 World and Top 20 Markets PCB Report: 150 slides and over 600 pages of detailed market research. Global Electronics Manufacturing – PCBs, Semiconductors, Materials, End Markets, EMS The Week in Two Sentences AI is still pulling everything forward, …