The 213-company electronic equipment composite grew 16.8 percent in the first quarter of 2026. Computer and peripheral suppliers accounted for 62 percent of the increase, adding 91.3 billion dollars of the 146.9 billion total. The rest of the composite grew 8.9 percent. All six non-computing sectors came in above their own median for the seventeen …

See attached presentation: The_New_Substrate_Hyperscale_AI_1.46T_Rebuild 1. Global Economic Landscape and Macro Electronics Outlook The global economy in H2 2026 is operating in a “two-speed” state, characterized by a sharp divergence between AI-driven industrial expansion in East Asia and a softening macroeconomic profile in China. While high-tech exports from Taiwan and South Korea have reached record thresholds, China’s …

Electronics Supply Chain  ·  Week of July 25, 2026  ·  Presentation:20260725_Contexo_Market_Pulse_Electronics One theme ties the week together, and it is the same theme that now runs through every industry we track. AI infrastructure is the demand engine, Chinese overcapacity is the competitive force, and the cost pressure has rotated out of raw materials and into …