Electronics healthy but trade wars loom

Electronics healthy but trade wars loom
by Bill Jewell on 10-01-2018 at 7:00 am

Production of electronic equipment is healthy based on July and August data. China, the largest electronics producer, showed three-month-average change versus a year ago (3/12) of 13.8% in August. Growth for China has been in the 12% to 15% range since January 2017, picking up from the 8% to 11% range in 2016. South Korea’s electronics… Read More


Brexit impact on semiconductors

Brexit impact on semiconductors
by Bill Jewell on 07-24-2016 at 10:00 am

On July 1, Daniel Nenni posted his thoughts on the impact of Brexit (the vote by the UK to leave the European Union) on semiconductors. In general I agree with his points. Below is my take on the issue.

The long term impact of Brexit is uncertain. The UK will likely negotiate a trade agreement with the EU which includes free trade between… Read More