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BUSINESS NEWS
Taiwan’s sales of rigid printed circuit boards rose 16 percent year-over-year in November.
President Donald Trump said the USwill permit Nvidia to ship H200 AI chips to approved customers in China under new conditions aimed at preserving national security.
Scanfil closed its acquisition of Adco Circuits, adding a US aerospace and defense manufacturing base.
The US Pentagon has launched a $1B program to build industrial base for attack drones.
Worldwide foldable smartphone shipments are forecast to grow 10 percent year-on-year in 2025 to 20.6M units, IDC said.
US export-control proposals, including the GAIN AI Act, raise fresh uncertainty for data center operators abroad as access to high-performance AI chips becomes increasingly restricted and subject to stricter compliance checks.
AI demand is lifting Taiwan’s IC distributors to record levels.
China’s $47B Big Fund III and the US STRIDE Act together signal a tightening split in semiconductor supply chains, creating new long-term constraints for equipment sourcing and cross-border manufacturing.
Worldwide server market revenue reached a record $112B during the third quarter, a year-over-year increase of 61 percent in vendor revenue.
South Korea is weighing a $3.1B state-and-industry-backed legacy foundry project aimed at strengthening domestic chip sector as global semiconductor competition intensifies.
Indian electronics manufacturers are urging the government to permit China-linked joint ventures under an automatic approval route capped at 26 percent ownership.
Compal Electronics is moving to expand its North American manufacturing footprint with proposed facilities in Taylor and Georgetown, TX.
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