Macroeconomics

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Tech Spending in ME, Turkey, and Africa Close to $100 Billion in 2023

by Omid Rahmat

Overall spending on information and communications technology (ICT) across the Middle East, Türkiye, and Africa (META) will top $233.8 billion this year, an increase of 3.9% over 2022. That’s according to the latest predictions …

Tags:Macroeconomics| MEA (Middle East & Africa)

World Events and the Coming Glut in Large Area LCD Panels – Part 1

by Barry Young

DD Contributor and OLED Association CEO Barry Young recently wrote an interesting article about the global macroeconomic situation which included material from a recent Omdia briefing. It also covered the battle between OLED and …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

World Events and the Coming Glut in Large Area LCD Panels – Part 2

by Barry Young

On Tuesday, we published the first part of Barry Young’s article on the developments in the large area panel market and we focused on the macroeconomics and LCD supply side. In this article, he …

Tags:Forecasts| Large LCD Supply| Macroeconomics| Market Data| OLEDs

TSMC says Electronics Demand Starting to Slow

by Bob Raikes

What They Say Nikkei reports news from TSMC that demand for CE goods is starting to slow amid the uncertainties of the Russian war on Ukraine and Covid-related uncertanties in China. The Chairman, Mark …

Tags:CE (Consumer Electronics) Data| Macroeconomics| Semiconductor Market| TSMC

Sanctions on Russia from the West and Industrialised Asia

by Bob Raikes

As widely reported, there have been severe restrictions placed on the Russian financial system in retaliation by the West to the unprovoked invasion of the Ukraine. Korea, Japan and Singapore have joined in the …

Tags:Macroeconomics| Russia| Taiwan| Ukraine

Collapse of the Lira & Chinese Property Market

by Bob Raikes

What They Say The Turkish lira plummeted by 7% in a single night this week against the US dollar. Analysts are deeply sceptical about the policy of Turkey’s President Erdogan. The currency is around …

Tags:China| Europe| Macroeconomics

Nuclear Fusion Is Close Enough to Start Dreaming

by Bob Raikes

What They Say Bloomberg published an interesting article that suggested that nuclear fusion is showing a lot of signs that the technology, which has been ‘promising’ for decades is ‘getting ready for prime time’. …

Tags:Macroeconomics| Power

Why There are Supply Chain Problems

by Bob Raikes

What They Say Economist Paul Kedrosky included an interesting chart on his daily feed of such things. It is from the US Bureau of Economic Activity (BEA) and highlighted the dramatic change in the …

Tags:Macroeconomics| Supply Chain

Krugman on China’s Bubble

by Bob Raikes

What They Say Renowned economist, in a New York Times subscription newsletter has pointed out that in his view, the Chinese economy has a high risk of hitting problems as growth in recent years …

Tags:Financial Data| Macroeconomics

Nuclear Fusion Getting Nearer

by Bob Raikes

What They Say There has been lots of talk about the feasibility of generating clean power with nuclear fusion after a successful experiment that suggested it might be achievable. A group at the Lawrence …

Tags:Macroeconomics| R&D (Research & Development)