|
|
|
THE LEAD
The Trump administration imposed a 25 percent tariff on certain high-end AI chips, including Nvidia’s H200 and AMD’s MI325X, while Foxconn agreed to acquire Belkin for $866M.
TECH NEWS
A shortage of high-quality glass cloth used in BT substrates is threatening supply stability for advanced chips.
Stackpole launches RMCA automotive grade thick film chip resistors.
Hiros expands PO(M2) series coaxial connector portfolio.
Master Bond releases EP54TC electrically insulating epoxy.
Jon Urquhart discusses real-world challenges of protecting critical electronics and batteries, the latest advances in TIM materials and deposition, and sustainable precision-coating techniques on the Reliability Matters podcast.
Kurtz ERSA will host Level II maintenance and application training courses for its Versaflow 3 selective soldering system from January 26–30, 2026, at its Plymouth, WI, headquarters.
PCB East 2026’s exhibition hall is more than 90 percent sold out, reflecting strong exhibitor demand ahead of the April event in Worcester, Massachusetts.
Maggie Frachioni discusses her transition into PCB design at General Motors and how PCEA’s Certified Printed Circuit Designer coursework reshaped her career path on the PCB Chat podcast.
Wally Rhines reviews the latest ECAD market data, including sustained year-over-year growth, regional sales shifts and employment trends across design and semiconductor tools on the PCB Chat podcast.
PCB West 2026 booth sales are now open to all exhibitors, with more than 60 percent of the floor already reserved following early access for returning companies.
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.
|
ROI
AI Demand Echoes the Late-’90s Tech Surge
It appears that possibly, as baseball legend Yogi Berra would have said, it’s déjà vu all over again. The AI frenzy is creating a major shortage of memory chips.
PETER BIGELOW

|
|
|
|
|
|
BUSINESS NEWS
The Trump administration imposed a 25 percent tariff on certain high-end AI chips, including Nvidia’s H200 and AMD’s MI325X, as part of a national security effort to encourage increased US semiconductor production.
Foxconn’s FIT unit will acquire Belkin for $866M, pending US regulatory approval, expanding into consumer and smart home brands.
US regulators granted Nvidia conditional approval to export its H200 AI chips to China.
P1 Technologies, will invest $2.8M and add 25 jobs following its merger with Keltech, expanding operations in the Roanoke area.
IEH announced that the US Securities and Exchange Commission has dismissed a proceeding seeking revocation of the registration of the connector manufacturer’s securities.
Voltera, an OEM of benchtop 3-D printers for prototyping circuit boards, received $1.7 million in funding through FedDev Ontario.
TSMC reported record fourth quarter and full-year results, with revenue rising 21 percent and net profit climbing 35 percent year on year.
Absolute EMS formed a strategic partnership with SIIX USA to provide production support within SIIX’s global manufacturing network.
Libra Industries appointed Tony Jepson general manager of its Dallas, TX, electronics manufacturing facility.
Z-Axis XIS promoted Danielle Sklepik to design engineering manager at its Phelps, NY, facility.
|
|
GETTING LEAN
Evolving Quality Control into Quality Assurance
Advances in technology offer many ways to improve efficiency and reduce costs without impacting quality through automated inspection tools. The full potential of these tools cannot be fully leveraged without rethinking organization and processes, however.
ALVARO GRADO

|
|
|
TECHNICAL ARTICLES
Nexperia Crisis Exposes Hidden Fragility in the PCB Supply Chain
PCD&F/CIRCUITS ASSEMBLY
PCB Defect Detection Using Machine Learning: YOLOv5 and Inception v3 CNN-Based Approach
2025 ICSSES
High-Precision Electronic Component Detection via Multi-Scale Attention and Dynamic Feature Fusiont
Scientific Reports
EVENTS
| Jan. 21-23: |
40th InterNepcon Japan, Tokyo Big Sight, Japan |
| Feb. 2-5: |
Pan Pacific Strategic Electronics Symposium, Hawaii |
| 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 15, 22, 29, June 5, 12: |
Certified Printed Circuit Design Training, Online |
| 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 |
| June 24-26: |
Vietnam Intcomm 2026 & Electronic Vietnam 2026, Ho Chi Minh City, Vietnam |
| Sept. 29-Oct. 2: |
PCB West 2026, Santa Clara, CA |
|
|
|
| BOOK-TO-BILLS/MARKET TRENDS |
| |
Nov. |
Trend |
| EMS |
1.17 |
Down |
| Semiconductors |
15.3% |
Up |
| PCBs |
1.12 |
Up |
| Component Sales Sentiment |
122.2 |
Up |
| Changes are year-over-year. |
|
|
|
Brought to you by the Printed Circuit Engineering Association
|
|
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.
|
|
|
|
|
|