In Part 2 of this essential interview Dale Ford, Chief Analyst of ECIA explains his interpretation of semiconductor cycles and what it means for the overall industry. He goes deep into specific semiconductor categories, how the cycles impact the component channel, and what we can expect from where we are in this specific cycle. The conversation then turns to interpreting economist forecasts and a new AI-driven analyst tool employed at ECIA for pulsing the CEOs, and the implications of the accelerating rate of growth in electronics.

The discussion concludes with news about ECIA’s decision to offer its reports for sale to non-members, and how and where those can be accessed,. (www.ecianow.org/purchase-stats-reports).

Don’t miss this wide-ranging, 2-part conversation for an expert analysis of where the industry is headed in 2026.’s

Here’s a link to Part 1>>