Industry Notes

On Friday (8/29), we checked U.S. retail prices on popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models. Our survey turned up generally higher retail pricing dynamics. This is not too…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of July, which were a bit above seasonal averages and included some more positive battery electric vehicle (BEV)…

Earlier today, press reports disclosed that Flex’s (FLEX; $49.49; O/P) manufacturing facility in Mukachevo, Ukraine was struck overnight by two missiles that were launched from Russia. According to press reports, Flex’s facility in Ukraine employs…

Our latest look at aggregate inventories up and down the supply chain after CQ2 EPS season strongly suggests a further rightsizing of inventories continued, that was broad in nature but led by distributors and components…

Last week, we spent a day at the Future of Memory and Storage Summit (FMS) in Santa Clara, CA. It should not come as a big surprise that we heard a lot of confident talk…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was below seasonal trends for a second consecutive month, including when it came to hybrid electric…

There is obviously now “more good news than bad priced in” our technology supply chain coverage ahead of CQ2 EPS season, which still has the potential to prove especially volatile for new U.S. tax and…

We think another recent wave of news about U.S. pilot programs testing autonomous last mile delivery highlights what can be a significant robotics opportunity for on-demand delivery networks over the long term for companies such…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was noticeably below seasonal trends, albeit including some still relatively positive battery electric vehicle (BEV)…

We think secular trends behind the proposed IPO of Voyager Technologies highlights an ongoing opportunity for healthy growth in aerospace, defense & space markets for several companies we follow across the supply chain, most notably,…

We think recent news flow from the past several days is likely to again “heat up” the discussion for investors on the autonomous rideshare front, especially when it comes to the shares of Lyft (LYFT;…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of April, which was a bit above seasonal trends and included some generally positive battery electric vehicle (BEV)…

Our latest look at aggregate inventories, up and down the supply chain for CQ1, suggested typical seasonal inventory builds in aggregate Dollars, albeit against better-than-usual sales trends. At the same time, inventory ratios improved on…

Last Thursday (4/24), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) introduced a new Automated Vehicle framework, which aims to make it easier for companies to deploy autonomous vehicles (AVs) at scale…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of March, which was somewhat below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…