Marcy’s Musings: Old School vs. New School—When Does It Matter?
The Hidden Enabler of Autonomous Warfare: Advanced PCB Technologies Behind Defense AI
It’s Only Common Sense: Stay Curious, My Friends
Custer: You know, I don't fully understand all that. North American PCB shipments were up 10.3% in March over March of last year, and bookings were up 10.5%. That's pretty robust. If you look at semiconductor shipments in North America, they're down, but I would probably attribute that to the end markets that these North American printed wiring board companies are serving. They're not the ones that are getting beat up the most. They must be selling more into the sectors that are growing, so I'm not going to read too much into that. That was the data from March, so we'll see how a few more months play out, but the leading indicator for printed wiring boards in North America is pointing up too, so that's good. I just see this as the North American market servicing some sectors that aren't as fragile as what Asia is servicing right now.
Matties: Great. Walt, we appreciate the market update, and we look forward to next month's report.
Custer: Okay, very good.
Matties: Thank you, sir.
Page 2 of 2
