Global shortage of glass fiber cloth continues
The global shortage of glass fiber cloth is continuing to drive significant constraints in PCB laminate availability.
Nvidia to invest $2 billion in Lumentum under new optics partnership
Nvidia has entered a multiyear strategic partnership with Lumentum to accelerate the development of advanced optics technologies for next-generation AI infrastructure.
Flex and AMD expand US manufacturing of AI platforms
EMS provider Flex has expanded its strategic collaboration with Advanced Micro Devices (AMD) to manufacture AMD Instinct GPU platforms in the United States, as demand for AI infrastructure continues to accelerate, according to a press release.
AI server build-outs drive NAND revenue up 23.8% in 4Q25
The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.
Vervesemi Microelectronics raises $10 million in Series A
The Indian company will accelerate commercialisation of its machine learning-enhanced analog signal chain chip portfolio, including advanced data converters and intelligent power and sensing solutions for industrial, smart energy, motor control and avionics applications.
Nvidia to invest $2 billion in Coherent
Nvidia has entered a multiyear strategic agreement with Coherent to develop advanced optics technologies for next-generation AI infrastructure. The agreement includes a USD 2 billion investment by Nvidia in Coherent, alongside a multibillion-dollar purchase commitment for optical networking and laser products.
OMR Italia to cease PCB production, 27 jobs affected
OMR Italia SpA, a PCB manufacturer based in Concorezzo, Italy, has signed an agreement on a collective redundancy procedure affecting 27 employees following its decision to permanently cease production.
ams OSRAM completes EUR 114m lamps business sale
Sensor and photonics company ams OSRAM has completed the sale of its Entertainment and Industry Lamps business to Japan-based Ushio Inc. for EUR 114 million. The transaction was closed on 2 March 2026.
AT&S invests EUR 30 million in Fehring plant
Austrian IC substrates and PCB manufacturer AT&S will invest more than EUR 30 million in its Fehring plant by March 2027. The programme covers new production technologies, sustainability measures and the creation of around 50 jobs.
Keenfinity EMS secures ISO 13485 certification in Portugal
Keenfinity EMS has obtained ISO 13485:2016 certification for its electronics manufacturing plant in Ovar, Portugal. The certification, announced on 2 March 2026, covers the design and manufacture of electronic systems for medical devices, including control units, power supply units and human–machine interfaces.
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