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Webinar Review: A Global Trade and Economy in Flux

07/09/2025 | I-Connect007 Editorial Team
In a July 8 webinar, Global Electronics Association Chief Economist Shawn DuBravac provided a comprehensive analysis of the evolving international trade environment, its implications for inflation, monetary policy, and labor dynamics, and a sober assessment of market valuations. In “Navigating a Shifting Landscape” DuBravac painted a picture of a global economy in flux, where shifting trade alliances and tariff structures are redrawing the supply chain map and influencing the broader economic landscape, while also conveying an overall bullish market outlook.

Nolan’s Notes: Moving Forward With Confidence

06/03/2025 | Nolan Johnson -- Column: Nolan's Notes
We’re currently enjoying a revitalized and dynamic EMS provider market with significant growth potential. Since December 2024, the book-to-bill has been extremely strong and growing. Starting with a ratio of 1.24 in December, book-to-bill has continued to accelerate to a 1.41 in April. Yet, there is a global economic restructuring taking place. To say that the back-and-forth with tariffs and trade deals makes for an uncertain market is an understatement. While we may be in a 90-day tariff pause among leading economic nations, the deadline is quickly approaching and that leaves many of you feeling unsettled about what to expect.

U.S. Tariff Uncertainty and Weakening Demand Pose Major Risks to 2H25 MLCC Market

05/07/2025 | TrendForce
TrendForce’s latest MLCC research report reveals that uncertainty surrounding the U.S.’ reciprocal tariffs—despite the 90-day grace period—continues to cloud the global economic outlook.

Choosing the Right Strategic Path

04/29/2025 | Marcy LaRont, PCB007 Magazine
Tom Yang, CEO of CEE PCB, discusses the current economic challenges, noting reduced purchasing power post-pandemic. He highlights the growing demand for HDI in consumer electronics due to AI growth. Tom also expresses concerns about tariffs under the new U.S. administration, prompting CEE to diversify production locations, including new plants in Southeast Asia. He emphasizes the need for PCB manufacturers to adapt strategically amidst rising costs and fierce competition, particularly for mid-sized shops facing unique challenges in the industry.

Stocks Tumble as Nvidia Warns of Major Hit From U.S.-China Export Curbs

04/17/2025 | I-Connect007 Editorial Team
U.S. stocks slid sharply Wednesday after Nvidia warned that new U.S. export restrictions on chips to China could slash billions from its revenue, deepening investor anxiety over the broader economic fallout of President Donald Trump’s ongoing trade war.
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