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 Weekly Digest - July 15

Edgewater Research: Electronic Weekly Digest - July 15 A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK: China auto retail sales finished 2Q on a downtrend declining 6.7% Y/Y in June and 10% for the quarter, marking the first Y/Y decline since 1Q23, according to China Passenger Car Association (CPCA) data. NEV retail sales remained in an uptrend, but growth slowed with June sales increasing 29% Y/Y and 2Q Read Article

Edgewater Research: Supply Chain Weekly Digest - June 24

Edgewater Research: Supply Chain Weekly Digest - June 24 A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK: S&P reported US June flash mfg PMI of 51.7 vs 51.3 in May reflecting strengthening in new orders to a three-month high, partially offset by a more modest growth in output; outlook among US manufacturers weakened however to the lowest in 18 months over demand concerns and election-related uncertainty. For Read Article

Edgewater Research: Electronics Weekly Digest - June 17

Edgewater Research: Electronics Weekly Digest - June 17 A weekly collection of news summaries, survey results and channel insights, and report summaries from Edgewater Research DATAPOINT OF THE WEEK: The European Commission announced on Wednesday that it would impose extra duties of up to 38.1% on imported Chinese electric cars starting in July. Brussels stated it would add tariffs of 17.4% for BYD, 20% for Geely, and 38.1% for SAIC on top of the existing 10%, citing excessive subsidies as the reason Read Article

Edgewater Research: Electronics Weekly Digest - June 10

Edgewater Research: Electronics Weekly Digest - June 10 This week, we bring you a curated collection of news summaries, survey results, and channel insights, along with key report summaries. Data Point of the Week: US May Manufacturing PMI: The data is mixed. The S&P Global report shows an expansion with a PMI of 51.3, up from 50.0 in April. However, the ISM report indicates a contraction, with a PMI of 48.7, down from 49.2 in April. Notably, new orders and output worsened month-over-month, while Read Article

Edgewater Research: Electronics Weekly Digest - May 27

Edgewater Research: Electronics Weekly Digest - May 27 Welcome to your weekly roundup from Edgewater Research, where we bring you key highlights, and insights across various industries. Datapoint of the Week: Eurozone Manufacturing PMI: S&P reported a May flash PMI of 48.9, up from 45.4 in April, indicating near stabilization with minor declines in new orders and output. Germany's May flash PMI also improved to 45.4 from 42.5, alongside better business expectations. US Manufacturing PMI: Expanded to Read Article

Edgewater Research: Electronic Component Weekly Digest - May 20

Edgewater Research: Electronic Component Weekly Digest - May 20 This weekly digest includes news summaries, survey results, channel insights, and report summaries from Edgewater Research. Data Point of the Week: Auto inventory at U.S. dealer lots increased by 3% month-over-month in April, reaching 2.84 million units, according to Cox Automotive. This level is 49% higher than the 1.9 million units a year ago but still 20% below the pre-COVID average of 3.5 million units. Given current sales trends, days of Read Article

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

Edgewater

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 declined 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

Edgewater Research

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