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Edgewater Research: Weekly Digest - 9/22/23

Dennis Reed
|  Created: September 22, 2023  |  Updated: July 1, 2024
|  Open as PDF
Edgewater Research
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 Sep Eurozone Flash mfg PMI of 43.4 vs. 43.5 in Aug and Germany flash mfg PMI of 39.8 vs. 39.1 in August signaling continued deterioration in manufacturing activity with a continued sharp fall in new orders, output, first signs of employment cuts and business confidence which dropped to the lowest levels since Nov 2022. S&P reported Sep Flash mfg PMI for the US of 48.9 vs. 47.9 in August reflecting a continued decline in new orders and output, albeit at a more modest pace. S&P noted business confidence in the US slipped to a nine-month-low at the end of 3Q.

Headlines:

Auto

  • Aug light vehicle sales in Europe increased 21% Y/Y on BEV sales strength
  • EU countries debate weakening Euro 7 emissions proposal
  • TrendForce forecasts EV Charings Stations expanding 3x to 16 million globally by 2026 with Europe and China capacity and vehicle-to-charger ratios well ahead of N.A.
  • Sep China xEV sales on track to hit a record high for the second consecutive month says CPCA
  • Ford avoids last-minuite walk-out by Canadian union workers
  • LM Manufacturing announced furloughing 650 workers due to the UAW strike
  • Tesla in talks with Saudi Arabia about setting up manufacturing facility
  • VinFast to deliver EVs to Europe this year as EU probes China rivals
  • UK car industry hit with confusion over government contemplating climate policy change and pushout of ICE sales ban
  • N.A. used car prices increased 1.5% from August in the first 15 days of September
  • Toyota to speed up EV production, targeting 600k units by 2025
  • UAW to strike more GM, Stellantis plants, but spare Ford on signs of progress
  • Ford, GM, Stellantis announced furloughs across N.A. operations
  • Automakers question UAW’s strike motives after leaked ‘chaos’ messages
  • UAW workers strike at ZF’s plants in Alabama

Industrial/Aerospace

  • Boeing raises its China 20-year shipments outlook

Datacenter

  • Cisco to buy cybersecurity Spluk for $28B

Semiconductors

  • Google considers dropping Broadcom as AI TPU chips supplier, says the Information; Google denies
  • GlobalFoundries has won a new $3.1B 10-year contract with US DoD for aerospace and military chips
  • Nordic Semis cuts its C3Q outlook citing weaker demand
  • Intel notes it will take some time to get datacenter inventory in a good state
  • Kioxia's banks to refinance $13.5 billion loan for Western Digital merger, Bloomberg reports
  • Global 200mm fab capacity forecasted to increase 14% from 2023 to 2026 says SEMI; automotive and power capacity to grow 34%
  • China semi equipment self-sufficiency up to 40% according to reports from SEMI and Asia
  • Qualcomm preparing large-scale layoffs in China and Taiwan according to reports in Asia
  • TSMC and Arizona are discussing adding advanced chip packaging capacity
  • Toshiba to go private after JIP secures takeover bid
  • US finalizes rules to prevent China from benefiting from $52 billion in chips funding
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About Author

About Author

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.

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