Mark Zetter INsight

Trump tariffs and incentives are shaping North American manufacturing capacity with focus on US domestic production. So far, US markets most likely to be impacted include semiconductors, consumer electronics (including components), automotive electronics, and equipment used in broadband and telecommunications industry. AI is part of Trump's America First

Agentic AI in manufacturing supply chains: Very soon you will see a mad rush by manufacturers to add as much AI as possible. This week I discuss AI vendors and challenges creating and implementing effective, task-specific AI agents.

Chart, graphs and links on inflation, jobs growth, cloud data centers and hyperscalers revenue and growth forecasts, U.S. trading partners, China electronics tariffs, global manufacturing value-add, U.S. jobs growth, Australian export partners and more.

Impact of Trump tariffs on Mexico and Canada, foreign manufacturer tariff-hopping, U.S. state-by-state export partners highlighting strategic relationships across borders and overseas, foreign currencies.

Thumb on the pulse read: Affluent U.S. consumer showing economic strength. Consumer spending reported by American Express up 9% year-over-year. Up 11% for travel and entertainment (T&E). Monetary Matters host Jack Farley on X says, "it's definitely a lot worse for consumers in the

According to the Peterson Institute on X @PIIE, if Trump imposes 25% tariffs on Canada and Mexico you can see below where the largest impacted categories would likely be, including transportation equipment and machinery, as well as electronics, other manufacturing segments. Also included this week is country-of-origin components for drone

Manufacturing services and trends, China trade, ISM figures, payrolls, German economy, tariffs and more.

Each Monday I publish a short thread of stories, charts and graphs I find interesting and I send it to all subscribers of my newsletter. Sometimes I add comments or my opinion. If you also find this post interesting please share it with others.

I publish a short thread of stories and data points I find interesting. We’ve identified the next big arenas of competition that will drive economic growth in the new era. These 18 arenas could reshape the global economy, generating $29 trillion to $48 trillion in revenues by 2040. https:

The feature is the product. Asking the right questions helps PCN product teams identify solutions that meet manufacturer expectations. Good product managers understand target market needs and can communicate those requirements to technical engineers in house who then build solutions. According to Brian Chesky, cofounder and CEO of Airbnb, building

Here's what I see happening in Europe, particularly Germany, and what manufacturers and European supply chains are facing. Includes charts and graphs.

Understanding the EMS manufacturing sales process offers several benefits to buyers of EMS services while encouraging EMS providers to improve performance to meet customer expectations for better OEM-EMS relationships.

Below are some questions asked by OEMs during recent costing labs. Labs accompany training for clients using my costing modeler which determine internal EMS factory program cost vs quote pricing presented to OEM customers. Modelers help OEMs during contract negotiations for fees paid to EMS providers. My modelers also identify

The design and manufacture of electronic hardware equipment products is divided into two primary camps: OEM brand companies and contract electronic solutions providers. This article outlines the electronics OEM brand company business model. I then compare it to the different types of business models in contract electronics solutions industry. I

At 12:01 on Tuesday October 1, 2024 tens of thousands of dockworkers with the International Longshoremen's Association (ILA) acted on their threat to strike. "USMX brought on this strike when they decided to hold firm to foreign-owned ocean carriers earning billion-dollar profits at United States ports,

Electronics design teams still routinely face one key problem evading the industrial search engine platforms that EEs, designers and hardware equipment companies tend to rely on for success.

Below are some recent thoughts and opinions on what I'm seeing in industry based on client work and feedback from discussions with electronics hardware and equipment manufacturers and investors. For equipment manufacturers in the range of $250 million to $10 billion income, many of these hardware manufacturers are

Peter talks about AI projects in manufacturing supply chains to effectively forecasting market demands, procuring proper volume of materials and supplies, managing budget planning and more.