Wally Rhines is the spokesperson for the ESD Alliance, part of Semiconductor Equipment and Materials International. He joins Andy Shaughnessy every quarter to share details from the latest ESD Alliance report on sales of computer-aided engineering tools, semiconductor tools, PCB design software, related IP and services, and employment.

In this interview, Wally discusses the results for Q1 2026, which marks the 21st consecutive quarter of year-on-year growth. He also delves into some of the market drivers in the electronics industry, as well as challenges and opportunities that he's seeing around the globe.