In July, US economic data delivered three positive outcomes. The YoY growth rate of the US CPI dropped to 2.9%, marking its first dip below 3% since March 2021. Initial jobless claims in the US also f...
1. Overview of Global Macroeconomic Conditions in 2Q24 2. Market Shares of Top 10 MLCC Suppliers in 2Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...
1. Overview 2. Analysis on Ecosystem of GaN Power Device Industry Chain 3. Analysis on Application Scenarios of GaN Power Devices 4. Analysis on Dynamics of Major Suppliers
The latest policy statement from the US Federal Reserve in July indicates that recent economic data show a slowdown in job growth. There has also been a slight increase in the unemployment rate, thoug...
Even though the traditional peak season has arrived, the US and China, as the world’s two major consumer markets, are facing issues such as slow progress in cooling inflation or recovering from deflat...
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,...
As indicated by the survey of global market intelligence firm TrendForce, chip suppliers such as AMD have been actively involved in negotiations with TSMC and OSAT throughout 2Q24 on chip packaging us...
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...
