About Author

Dennis Reed

Dennis Reed is a Senior Research Analyst in Technology. Dennis started in the industry in 2005 at FTN Midwest Research on the technology & semiconductor team. In 2006, he was a founding member of Cleveland Research Company and continued to develop and extensive network of technology industry professionals in the semiconductor, distribution, memory and HDD industries throughout the world. Dennis worked at KeyBanc Capital markets in New York, on teams covering Consumer Staples and Paper & Packing companies. Dennis also brings wide level of experience working in various roles with Travelers Insurance, including Market Research and various product roles supporting business unit growth in targeted end markets. Dennis is a 2002 graduate of Ohio University with a major in Sports Management.

Recent Articles

Edgewater Research: Electronic Component Weekly Digest - May 13

Edgewater Research: Electronic Component Weekly Digest - May 13 Welcome to this week’s edition of Edgewater Research's digest, offering a blend of the latest news summaries, survey results, and insightful reports from the electronics supply chain sector. Data Point of the Week: Passenger Car Retail Sales in China In April, passenger car retail sales in China reached 1.53 million units, marking a 7% year-over-year decrease and a 9% drop from the previous month, falling short of the preliminary estimates of 1 Read Article

Electronics Supply Chain Weekly Digest - May 6

Edgewater Research: Electronics Supply Chain Weekly Digest - May 6 Welcome to Edgewater Research's weekly summary of key trends, survey results, and industry insights. Here, you’ll find updates on manufacturing data, component distribution, and reports from various market sectors. Data Point of the Week US Manufacturing PMI: S&P Global reported a decline to 50.0 in April, indicating a reversal from the recent 3-month improvement trend. The ISM report was even more cautious, with a PMI of 49.2, suggesting a Read Article

Component Distribution Supply Chain Digest - March 2024

Component Distribution Supply Chain Digest - March 2024 Uptick in IP&E M/M, Semiconductors Remain Muted Note: This is not the full Insights report, if you are interested in receiving the full report, please click here to schedule a call to discuss the requirements. Overview of Industry Movements Current Status : We are noticing a monthly increase in IP&E, though semiconductor growth remains subdued. For the full Insights report, please contact us to schedule a discussion. Key Insights from the Report Read Article

Edgewater Research: Electronic Component Weekly Digest - April 15

Edgewater Research: Electronic Component Weekly Digest - April 15 Weekly Update from Edgewater Research DATAPOINT OF THE WEEK: China's Auto Market Sees Growth in March: Auto passenger retail sales in China showed positive movement in March, growing by 6.3% year-over-year. This marks a slowdown from the growth trends observed in the second half of 2023. In more detail, New Energy Vehicle (NEV) sales in March reached 710,000 units, exceeding preliminary estimates of 698,000 but falling short of the 750,000 Read Article

Edgewater Research: Electronic Component Weekly Digest - Mar 25

Edgewater Research: Electronic Component Weekly Digest - Mar 25 DATAPOINT OF THE WEEK : S&P reported March Flash Mfg PMI in the US of 52.5 vs 52.2 in February, reflecting accelerating expansion in output and new orders, with the rate of growth noted as the highest since May 2022. S&P also noted business confidence jumped to a two year high amid signs of pick up in the US economy. S&P reported Eurozone March Flash Mfg PMI of 45.7 vs 46.5 in February. The M/M decline appears driven by a decline in suppliers Read Article

Edgewater Research: Electronic Component Weekly Digest - Mar 11

Edgewater Research: Electronic Component Weekly Digest - Mar 11 This Week's Highlight: China's Auto Sales Momentum January and February combined saw a significant 17% increase in auto retail sales in China compared to the previous year, according to the China Passenger Car Association (CPCPA). New Energy Vehicle (NEV) sales impressively grew by 37% year-to-date (YTD), with Battery Electric Vehicles (BEV) up by 17% and Plug-in Hybrid Electric Vehicles (PHEV) surging by 76% YTD. Despite a February slowdown due Read Article

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Edgewater Research: Electronic Component Weekly Digest - Mar 04 Weekly Industry Insights: Manufacturing PMIs and Market Trends Manufacturing Sector Overview Eurozone Manufacturing PMI: In February, the Eurozone's manufacturing Purchasing Managers' Index (PMI) slightly decreased to 46.5 from 46.6 in January. Despite this minor decline, there are early signs of recovery, with new orders and purchasing activities dropping at their slowest rate since March 2023. The overall outlook for the year remains optimistic Read Article

Analog Semiconductor Supply Chain Update

Analog Semiconductor Supply Chain Update - February 2024 Analog Semiconductor Supply Chain Update - February 2024 Note: This is not the full Insights report, if you are interested in receiving the full report, please click here to discuss the requirements. Key Highlights & Developments: European Market Weakness: Auto semiconductor order cancellations and delays are accelerating in Europe, indicating a sharper downturn for the first quarter. Cost Management in Detroit: The Detroit Big Three automakers Read Article

Edgewater Research

Edgewater Research: Electronic Component Weekly Digest - Feb 26 This Week's Key Insights: Manufacturing and Market Trends Manufacturing PMI Overview US Flash Manufacturing PMI : S&P reported a notable increase to 51.5 in February from 50.7 in January, marking the most significant improvement since September 2022. This uptick reflects renewed growth in production and orders, even as industrial companies slow down their input purchasing. Eurozone Manufacturing Downturn : The Eurozone's manufacturing PMI Read Article

Edgewater Research

Edgewater Research: Electronic Weekly Digest - Feb 09 This Week's Data Point: China's Auto Retail Sales January saw a significant uptick in China's auto retail sales, rising 57% year-over-year to 2.04 million units. Despite a slight seasonal slowdown, the momentum remains strong. New Energy Vehicle (NEV) sales slightly missed the mark at 668,000 units, just under the China Passenger Car Association's (CPCA) early estimate. The dip in NEV demand is attributed to both seasonal adjustments and reduced Read Article

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Edgewater Research: Electronic Weekly Digest - Feb 19 This Week's Highlight: U.S. New Vehicle Inventory At the end of January, U.S. new vehicle inventory stood at 2.6 million units, a slight decrease from December's 2.66 million but significantly higher than last January's 1.8 million. Despite this, inventory levels are still below the pre-COVID average of 3.5 million units. Inventory days in the U.S. increased to 80, the highest since June 2020, indicating a sales slowdown. A 60-day supply is Read Article

Edgewater Research: Distribution Supply Chain Digest - January 2024

Edgewater Research: Distribution Supply Chain Digest - January 2024 4Q23 Best Case Inline & Sub-seasonal; 1Q24 Off to a Weaker Start, Competitive Pressures Growing Among Distributors Note: This is not the full Insights report, if you are interested in receiving the full report, please click here to learn more. Key Points: 4Q global POS at best seen in-line, with downside in Europe on year-end shutdowns and mixed demand in APAC/Americas. 1Q outlook seen sub-seasonal (down LSD-MSD) on extended shutdowns (CNY/Europe Read Article

Edgewater Research: Electronics Supply Chain Weekly Digest

Edgewater Research: Electronics Supply Chain Weekly Digest A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK: S&P reported January Eurozone mfg. PMI of 46.6 vs 44.4 in December, reflecting a slower rate of deterioration compared to recent months with an easing decline in output and new orders, though Red Sea disruption lengthened lead times. Germany PMI showed a similar improvement to 45.5 in Jan from 43.3 in Read Article

Edgewater Research: CES 2024 Highlights

Edgewater Research: CES 2024 Highlights Technology Supply Chain: Insights from the 2024 Consumer Electronics Show (CES) The 2024 Consumer Electronics Show (CES) offered valuable insights into the current state and future trends of the technology supply chain, particularly in the fields of memory, compute, and mobile. This recap provides a comprehensive overview of the critical themes and trends emerging from the 2024 CES, offering valuable perspectives for stakeholders in the Read Article

Edgewater Research: Electronic Supply Chain Weekly Digest

Edgewater Research: Electronic Supply Chain Weekly Digest Important Disclosures in the Appendix A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK : S&P reported December Eurozone mfg PMI of 44.4 vs 44.2 in November marking an 18 th consecutive month of contraction. The data reflects a continued decline in new orders and output as well as employment. China’s government official mfg PMI fell to 49.0 in December Read Article

Edgewater Research: Supply Chain Weekly Digest

Edgewater Research: Supply Chain Weekly Digest Important Disclosures in the Appendix A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK: China November retail auto sales totaled 2.08m units, a 2.4% M/M and 26% Y/Y increase according to the China Passenger Car Association (CPCA). The slight m/m uptick implies a modest strengthening of demand, typical for the winter season in China, though CPCA noted Read Article

Edgewater Research: Analog Semiconductor Component Digest - Nov 2023

Edgewater Research: Analog Semiconductor Component Digest - Nov 2023 More Signs of Automotive Pushouts in the West, Several Suppliers Showing Increased Pricing Flexibility for 2024 and Beyond Note: This is not the full Insights report, if you are interested in receiving the full report, please click here to schedule a call to discuss the requirements. What’s Changed/What’s New? Auto feedback mixing lower with pockets of analog digestion in Europe spilling over to N.A, with impact projected in 1Q/2Q. Auto pushouts Read Article