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 Q2 2026. While much of the industry reported double-digit increases for the second quarter, the PCB/MCM sector marked a 15% drop in revenue. Is this a momentary blip on the radar?
