Electronics Supply Chain Weekly Digest
Taiwan Tech Supply Chain: January sales skewed by Foxconn; mostly below seasonal Key Takeaways: 1. Taiwan tech supply chain sales in January declined 10% M/M, or 9-11 points better than seasonality adjusted for Jan CNY. 2. Aggregate sales were stronger due to a recovery/catch up in Foxconn operations/sales (36 points stronger than seasonal) following the […]
