As I have noted in other blogs on our site, the SOXX index decent indicator of demand for PCBs. Printed Circuit Board demand will typically follow 3-5 months behind the index. We see a decent demand for PCBs but the support levels of the index are softening in the recent months and have gone down a lot in comparison to April 2010. However, in comparison to 2009 lows, demand is still in position to stay steady with possibly a slight pull back in the next few months based on this indicator.
As far as Asian based suppliers, they are still fully loaded and working at capacity. Our last blog so Copper Clad Laminate slowing down in Asia generally but all our suppliers still maintain strong demand and factory levels for Printed Circuit Boards and Flexible PCBs.