EMS under the hood: Capital efficiency and overall winners
EMS companies have been publishing mainly positive headlines related to growth and improving profitability. Even the most struggling companies, Lacroix and TT Electronics, are indicating a comeback after serious restructuring in the Americas region. This is very welcome news for the industry after all the recent crises impacting demand and supply chain.
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CATL starts trial cell production in Debrecen
CATL began trial production on 22 September at the first cell building of its battery plant in Debrecen, Hungary. Two production lines are now running as the Chinese battery maker prepares for series production at what is planned to become its largest manufacturing base outside China, with a capacity of 100 GWh.
ICEYE and Nokia to build sovereign satellite communications for governments
Finnish satellite company ICEYE and Nokia are partnering to develop broadband satellite communications systems in low Earth orbit (LEO) that governments can own and operate themselves. The first communications satellites are expected to launch in 2028.
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Koh Young Europe Highlights Smart AI Solutions at EFX Stuttgart
Koh Young, the industry leader in True 3D™ measurement-based inspection solutions, will participate in the initial EFX, Expo for Electronics Manufacturing, from October 6 to 8, 2026, at Messe Stuttgart. The new industry event will bring together experts, manufacturers, and suppliers to explore innovations, exchange ideas, and build partnerships across the electronics manufacturing process chain.
Infineon opens backend site in Bangkok with room for five modules
Infineon Technologies has inaugurated a new backend manufacturing site in Samut Prakan, Bangkok. The site currently has one module but is designed to grow to five, which could make it one of Infineon's largest backend sites over time.
North American PCB shipments up 23.5% in August as orders pull back
North American PCB shipments rose 23.5% YoY in August, extending this year's growth. New bookings, however, fell sharply after a strong July.
Tata Electronics, Sojitz, NRS to develop semiconductor materials supply chain
Under this partnership, Sojitz Corporation and NRS CORPORATION will explore and validate a supply chain management framework in support of the development of a robust semiconductor materials ecosystem for Tata Electronics’ Fab in Dholera, Gujarat.
Broadcom and TOPPAN JV opens FC-BGA substrate plant in Singapore
Advanced Substrate Technologies (AST), a joint venture between TOPPAN and Broadcom, has opened Singapore's first facility for high-end FC-BGA substrates. The plant comes online as substrate capacity remains a bottleneck for AI and networking chips.
Tacta Systems opens Singapore facility to produce robot training gloves
Palo Alto-based robotics company Tacta Systems has opened an office and production facility in Woodlands, Singapore. The site will initially produce the Tacta Glove, which captures the movements of skilled workers to teach robotic hands new tasks, ahead of the company's first customer deployments in early 2027.
KIOXIA joins Applied Materials' EPIC Center as memory makers line up
Flash memory maker KIOXIA will join Applied Materials' EPIC Center in Silicon Valley as an innovation partner. It is the latest in a series of chipmakers to sign up.
AMD to acquire World Labs in $8.2 billion all-stock deal
AMD has signed a definitive agreement to acquire World Labs, the AI model and research lab led by Fei-Fei Li. The all-stock transaction is valued at approximately USD 8.2 billion and adds a team of researchers and model experts to AMD, strengthening its ability to develop AI hardware, software and systems around the needs of emerging models and applications.
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