Recent US economic data for the second quarter show a slowdown in domestic economic activities. Retail sales in May only rose by 0.1% MoM, lower than the previously expected growth rate of 0.2%. Also,...
On the other hand, both the upstream and downstream of the supply chain have seen a ramp-up of production and shipments related to the new iPhone series. The third-quarter component demand from Foxcon...
In early June, the 2024 Computex, a major global electronics trade show, kicked off in Taipei. Building on the AI industry revolution initiated by NVIDIA last year, this year saw both NVIDIA and AMD,...
Nevertheless, MLCC suppliers are now seeing relatively flat growth for 3Q24 orders related to smartphones, laptops, and general-purpose servers, with growth rates averaging less than 10%. On the other...
As indicated by the Beige Book published by the Federal Reserve System at the end of May, economic activities have been continuously expanding between early April and mid-May in the US, though the flu...
According to the Consumer Confidence Index data released by the University of Michigan in May, the index for American consumers has reached 67.4, hitting a six-month low. Hence, there is a lack of pro...
The US economic data for 2Q24 has been mixed. The latest reports show that the US CPI rose by 3.4% YoY for April, with a lower growth rate as expected by the market. However, the country’s PPI unexpec...
1. Overview of Global Macroeconomic Conditions in 1Q24 2. Market Shares of Top 10 MLCC Suppliers in 1Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
During this year’s five-day May Day holiday in Mainland China, a wave of domestic travel had once again emerged. Not only were tickets for various tourist attractions across the country in high demand...
On March 19, the Bank of Japan announced the end of its 17-year policy of maintaining negative interest rates. The country’s unsecured overnight call rate, which had previously been in the -0.1% to 0%...
Also, according to feedback from MLCC suppliers, the demand from tenders related to Japan’s Giga School is lower than expected this year, dropping by nearly 10% compared with 2023. Additionally, Dell...
Inflation in Europe and the US continues to ease, and central banks in many countries are considering lowering interest rates this year due to weak economic data. However, the long-term pressure from...
The National People’s Congress and the Chinese People’s Political Consultative Conference, which are the two major annual events for observing the directions of the Chinese government’s economic polic...
Even though global inflation continues to ease, a further lowering of the inflation is becoming more difficult as the target level approaches. The latest data from the US shows an increase in the CPI...
Global inflation continues to gradually ease, with the PCE and Core PCE of the US rising by 2.4% and 2.8% YoY respectively for January. While the YoY increases shrank, the MoM comparison actually show...
