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THE LEAD
India’s long-stalled labor reforms take effect this week with expectations of attracting FDI (foreign direct investment) into manufacturing, while Foxconn commits $569M to scale AI-server production in the US. See this and more in today’s headlines.
TECH NEWS
A new study finds that matching FCBGA (flip-chip ball grid array) substrate materials to copper foil at roughly 18ppm/°C cuts warpage by 92 percent, boosting reliability for high-density GPU and AI packages.
Bourns released its CRN Series thick-film resistors for compact low-ohmic current sensing.
Researchers observed a nodal-metal state in triple-layer cuprate structures, offering new insight toward room-temperature superconductivity and next-gen PCB-integrated quantum electronics.
PCEA has issued a call for abstracts for PCB West 2026, with submissions due January 23, 2026.
PCB West 2026 will take place Sept. 29–Oct. 2 at the Santa Clara Convention Center, with booth registration now open for returning exhibitors.
Entries for Circuits Assembly's 2026 NPI Awards, recognizing innovations in electronics assembly equipment, material and software, are due Dec. 15.
Looking for networking opportunities? Join the PCEA Discord server, bringing together engineers and designers from around the world on a private channel for discussing technical questions and career opportunities.
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BUSINESS NEWS
India’s long-delayed labor reforms officially take effect this week, with analysts saying the changes could improve manufacturing competitiveness.
Foxconn will invest 569M into its Wisconsin facility to expand AI-server production capacity and add 1,374 U.S. jobs over four years.
AI-driven demand boosts electronic materials and IC substrate revenue for Taiwan's Nan Ya Plastics, with analysts citing limited downside risk heading into 2026.
Co-Tech reported a 137 percent year-over-year profit surge to $3.47M on rising demand for AI-grade PCB materials.
SKP Resources’ quarterly profit fell 20 percent year-over-year to about $5.7M as startup costs for new customers weighed on earnings.
Doosan Electro-Materials is reportedly positioned to become the sole CCL supplier for Nvidia’s upcoming Rubin AI platform after rival EMC failed GB300 qualification.
Shares of Victory Giant have surged over 530 percent year-to-date, boosting founders Chen Tao and his wife to nearly 12B in combined wealth as AI-server PCB demand tied to Nvidia accelerates.
Kurdistan pushes deeper into electronics manufacturing as Golden Technology 2 breaks ground.
Syrma SGS is in talks with German and Japanese firms as it expands PCB capacity.
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THE ROUTE
Walking the Line: The Rise of Humanoid Manufacturing
When it comes to the recent or pending investment in the US, some are interested in the company names – TSMC, Samsung, Wistron, Pegatron. I’m more curious about the technologies they might bring.
MIKE BUETOW

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TECHNICAL ARTICLES
The Analysis of Variance: Drawing Conclusions from Data that are Correct, Unambiguous and Defensible
PCD&F/CIRCUITS ASSEMBLY
Multi-scale Alignment Detection Transformer for PCB Defect Detection with Enhanced Cross-scale Feature Fusion
Measurement Science and Technology
Electromigration in Eutectic Gold-Tin (80Au20Sn-wt%) Solder Joints
Journal of Electronic Materials
EVENTS
| Nov. 3-Dec. 1: |
PCEA Training Certified Printed Circuit Designer Course, Online |
| Dec. 3-5: |
HKPCA Show, Shenzhen |
| Feb. 3-4: |
EIPC Winter Conference, Aix-en-Provence/Marseille, France |
| Feb. 6, 13, 20, 27, Mar. 6: |
Certified Printed Circuit Design Training, Online |
| Feb. 17-19: |
Chiplet Summit, Santa Clara, CA |
| Apr. 22-23: |
Del Mar Electronics Show, San Diego, CA |
| Apr. 28-May 1: |
PCB East 2026, Worcester, MA |
| May 26-29: |
IEEE Electronic Components and Technology Conference, Orlando, FL |
| June 9-11: |
ZIW Americas 2026, Dallas, TX |
| June 15-16: |
PCB Detroit 2026, Detroit, MI |
| Sept. 29-Oct. 2: |
PCB West 2026, Santa Clara, CA |
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| BOOK-TO-BILLS/MARKET TRENDS |
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Oct. |
Trend |
| EMS |
1.31 |
Up |
| Semiconductors |
15.3% |
Up |
| PCBs |
0.92 |
Down |
| Component Sales Sentiment |
122.2 |
Up |
| Changes are year-over-year. |
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Brought to you by the Printed Circuit Engineering Association
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ABOUT
PCB Update is a digital newsletter for PCB design, fabrication and assembly professionals, brought to you by Printed Circuit Engineering Association™. E-mail industry press releases or links to the editors of CIRCUITS ASSEMBLY or PCD&F: pr@pcea.net.
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