Should We Be Excited Over the Ramp in Electronics Demand?

摘要

It hit me while walking through IPC Apex Expo in February. Talking with various colleagues, the famous quote from A Tale of Two Cities kept repeating in my head: "It was the best of times, it was the worst of times." At every industry meeting I have been to in recent months, the mood has been quite bullish, reflecting the best of times. The HKPCA Expo in Shenzhen was well-attended, and money was being spent - lots of it! Ditto for Apex, where attendance appeared brisk and North American companies were in a buying mood. Discussions revolved around adding capacity, further incorporating higher technology capability, and exciting new customer relationships - all of which overshadowed the news that tariffs and trade restrictions could be in the offing.