North American EMS industry up 0.2% in March
Total North American EMS shipments in March 2025 were up 0.2% compared to the same month last year. Compared to the preceding month, March shipments were up 4.2%.
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North American PCB industry shipments down 3.1% in March
Total North American PCB shipments in March 2025 were down 3.1% compared to the same month last year. Compared to the preceding month, March shipments were down 2.3%.
Global silicon wafer shipments rise 2.2% YoY in Q1 2025
Global silicon wafer shipments grew modestly in the first quarter of 2025, rising 2.2% year-on-year to 2,896 million square inches (MSI), up from 2,834 MSI in Q1 2024, according to the latest quarterly report from the SEMI. The report highlights ongoing demand for advanced semiconductor manufacturing, though short-term pressures continue to weigh on the industry.
Teledyne names George Bobb as CEO
Teledyne Technologies Incorporated has named George C. Bobb III as its President and Chief Executive Officer, effective immediately.
Nanoramic opens new headquarters and manufacturing facility
Energy storage and advanced materials company Nanoramic has oficially opened its new headquarters in Woburn, Massachusetts.
Global semiconductor materials market posts $67.5B in 2024 revenue
Global semiconductor materials market revenue increased 3.8% to USD 67.5 billion in 2024, reports SEMI.
TMEIC breaks ground on third manufacturing facility in Texas
TMEIC Corporation Americas, a subsidiary of Japanese TMEIC Corporation, has broken ground on its third US manufacturing facility, located in Waller County, Texas.
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Flex boosts US production capacity for data centre power products
EMS provider Flex says that it has significantly increased its US production capacity to meet rising demand for data centre power products, citing the growing infrastructure needs driven by AI adoption.
How companies can navigate tariff uncertainties
Businesses are facing increasing challenges as shifting trade policies and tariffs impact global supply chains and costs. According to Confidee, a compliance solutions provider for the PCB industry, companies must adopt more agile sourcing strategies to manage the uncertainty.
IBM to invest $150 billion in the US over 5 years
This includes an investment of over USD 30 billion in R&D and manufacturing of mainframe and quantum computers. IBM said it will continue to design, build and assemble quantum computers in the US.
FedEx announces investment in AI robotics company Nimble
One of the world’s biggest logistics companies has announced a strategic alliance with the fast-growing AI robotics company Nimble.
Stellantis, Factorial advance solid-state battery tech
US firm Factorial Energy’s validated 77Ah FEST cells demonstrated an energy density of 375Wh/kg with over 600 cycles progressing towards automotive qualification, a milestone for large-format lithium-metal solid-state battery.
Report: Huawei develops new AI chip to compete with Nvidia
China’s Huawei Technologies hopes that its new chip, Ascend 910D, will prove to be more powerful than Nvidia’s AI chip H100, according to a report by The Wall Street Journal.
e-STORAGE to deliver 912 MWh BESS for Colbún’s Chile project
The Diego de Almagro Sur BESS project in Chile’s Atacama region will utilize e-STORAGE’s SolBank 3.0, a proprietary battery energy storage solution.
Siemens acquires DownStream to expand PCB design-to-manufacturing flow
Founded in 2002 and based in Marlborough, Massachusetts, DownStream Technologies is a leading provider of manufacturing solutions for manufacturing data analysis and processing, and documenting PCB designs.
ChEmpower secures $18.7M to advance chip planarization tech
US semiconductor materials startup ChEmpower provides polishing pads and solutions designed to create defect-free surfaces with superior planarity, enabling higher chip yield and performance.
Europe’s patent landscape: stable, but no breakthrough
In 2023, the European Patent Office (EPO) received a record number of patent applications from companies, research institutions, and individual inventors alike — a total of 199,275. So, did 2024 break that record? Not quite. Still, the data shows that innovation activity in Europe remains at a consistently high level.
Spirit acquires SMART Microsystems, expands US chip capacity
SMART Microsystems will serve as a hub for advanced research and education in materials, MEMS and advanced packaging technologies, including 2.5D and 3D integration.
Certus Semiconductor joins TSMC IP alliance program
Certus, a US-based provider of custom I/O and ESD solutions, delivers production-proven IP that ensures seamless integration with TSMC process nodes, ranging from 180nm to 12nm.
Panasonic Energy to supply batteries for Harbinger’s EVs
Panasonic Energy will supply Harbinger with its 2170 batteries. Initially, the batteries will be manufactured in Japan. Later, the two companies aim to expand production to include Panasonic’s manufacturing plant in Kansas.
Lam Research etch system to accelerate nanofabrication R&D at UC Berkeley
Lam Research has donated its multi-chamber semiconductor etching system to the Marvell Nanofabrication Laboratory at the University of California, Berkeley to advance R&D for next-generation chip technologies.
Meyer Burger reacts to material shortages – cuts hours at Thalheim plant
Meyer Burger Technology AG says that it will introduce short-time work at its solar cell production facility in Thalheim, Germany, citing temporary material shortages.
Sandvik secures $74 million order for BEV mining equipment
The order includes battery-electric trucks, loaders, bolters, development drills and longhole drills, as well as conventional trucks, cable bolters, loaders and longhole drills.
Polar to onshore fabrication of advanced devices on 200mm wafers
Polar Semiconductor, a US-owned merchant foundry specialising in sensor, power, and high-voltage semiconductors, has signed a strategic agreement with Renesas to license their Gallium Nitride on Silicon D-Mode (GaN-on-Si) technology.
Micron restructures business units to target AI-driven demand
Micron Technology has announced a significant reorganisation of its business units, making a strategic pivot to better align with the growing influence of AI across all sectors.
Report: Intel set to cut 20% of its workforce
Over 20,000 employees are poised to lose their jobs. The move was described by sources to Bloomberg as an attempt by new CEO Lip-Bu Tan to streamline management and rebuild an engineering-driven culture.
UL Solutions enhances BESS safety test methods
The new testing methods address industry innovations, including test methods for non-lithium-ion battery chemistries that reflect the evolution of battery technology while continuing to address fire risk mitigation.
Google unveils pioneering geothermal plant initiative for Taiwan
Google has released details of a 10MW geothermal energy plant to fuel AI chip production in Taiwan, signaling an enormous green innovation.
Cadence advances Cloud AI with DDR5 12.8Gbps MRDIMM Gen2 IP
The Cadence DDR5 MRDIMM IP boasts a new high-performance, scalable and adaptable architecture based on Cadence’s proven and highly successful DDR5 and GDDR6 product lines.
Notebook industry growth outlook dims amid tariff uncertainty
The global notebook industry is bracing for continued volatility as trade tensions and economic headwinds cast a shadow over projected growth in 2025, according to new research released today by TrendForce.
No foolproof method to keep AI chips away from China, TSMC warns
The challenge for the Taiwanese tech giant is that the semiconductors TSMC customizes for many fabless firms and chip designers often end up being used in gadgets made by third parties, which is perfectly legitimate.
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