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THE LEAD
Dario Amodei argues the “100 million geniuses” AI might create would be that much more effective than the single “God Machine.” TSMC, Foxconn, Quanta, Wistron and more are committing billions toward US AI server and semiconductor capacity, ostensibly to realize his vision.
TECH NEWS
Anthropic CEO Dario Amodei said rapid advances in artificial intelligence could dramatically accelerate breakthroughs in fields such as biology and medicine, while warning that major disruptions and unintended consequences are inevitable as AI systems grow more powerful.
Researchers from Nanyang Technological University and Harbin Institute of Technology find that advances in flexible sensors, circuits and actuators are helping robotics systems overcome the limitations of hardware.
Doosan Group Chairman Park Jeong-won conducted on-site reviews of turbine and SMR production at Doosan Enerbility’s Changwon facility.
A teardown of a $10 “9,000,000mAh” power bank purchased on eBay revealed exaggerated capacity claims and a nonfunctional unit, highlighting ongoing concerns over misleading specifications in low-cost battery products.
AT&S is funding a new five-year microelectronics research group at Graz University of Technology focused on IC substrates and advanced packaging.
Vishay releases RCA-SR e3 thick-film chip resistors.
Seika Machinery will host a webinar in March introducing strain gage-based bolt axial force measurement for battery and PCB assemblies.
Scott Bright discusses Cadstrom IO’s new platform for catching errors the ERC flow misses with Andy Shaughnessy and Mike Buetow on the PCB Chat podcast.
Registration is now open for PCB East 2026, the electronics industry’s East Coast conference and exhibition.
PCB East 2026’s exhibition hall is more than 95 percent sold out, reflecting strong exhibitor demand ahead of the April event in Worcester, Massachusetts.
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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FOCUS ON BUSINESS
Dashboards and Controlled Chaos
The electronics manufacturing services (EMS) industry is controlled chaos by design. The basic EMS value proposition is that outsourcing relieves original equipment manufacturers (OEMs) of manufacturing challenges.
SUSAN MUCHA

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BUSINESS NEWS
Taiwan’s leading tech manufacturers, including TSMC, Foxconn, Quanta and Wistron, are accelerating multibillion-dollar expansions in the United States to meet surging AI server demand.
South Korea’s labor ministry and the Korean Confederation of Trade Unions have launched a formal consultative body to address concerns over AI-driven job displacement.
Major Taiwanese suppliers to Nvidia are committing billions to US manufacturing and server capacity as AI hardware demand accelerates.
TSMC announced plans to deploy its 3nm manufacturing technology in Japan, signaling further overseas expansion as Taiwanese tech firms continue to diversify operations beyond China.
SIIX Corp., Japan’s largest EMS, reported full-year 2025 consolidated net sales of ¥290 billion, down 4.2% from the previous year.
Kitron reported fourth quarter revenue up 46 percent to $253M.
Lacroix reported 2025 revenue of $483.8M, down 6.5 percent year-over-year.
Icape reported 2025 revenue of $219M, up 11.5 percent.
Doosan’s manufacturing operating rate exceeds 100 percent due to demand for copper-clad laminate for AI accelerators.
SKP Resources’s third-quarter net profit tumbled 37 percent from a year ago as the EMS provider recorded softer sales volumes, with customers scaling back orders in response to global tariff measures.
Crown Defence has opened a PCB assembly facility in Verna, Goa.
Koh Young Technology appointed Smartsol sales representative for Mexico.
K&F Electronics has added a SASinno Ultra-i1 selective soldering system.
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DESIGNER'S NOTEBOOK
Inspecting Printed Circuit Boards and Assemblies
Before going into PCB design, my employer was in the telecom business. I started out putting PCBs into antistatic bags, then into individual boxes with appropriate labels./span>
JOHN BURKHERT, JR.

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TECHNICAL ARTICLES
Building Relationships with AI Technology
PCD&F/CIRCUITS ASSEMBLY
AI-Enhanced Sorting Enabling Direct, High-Purity Urban Mining of Tantalum: A Novel Pathway from E-Waste to Critical Materials
Resources, Conservation & Recycling
Quad-Band Metamaterial Absorber with High Shielding Effectiveness Using Bold X-Shaped Ring Resonator
Journal of Electronic Materials
EVENTS
| 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 2-4: |
Fac Tec China 2026, Shanghai, China |
| 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 |
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| BOOK-TO-BILLS/MARKET TRENDS |
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Dec. |
Trend |
| EMS |
1.24 |
Up |
| Semiconductors |
25.6% |
Up |
| PCBs |
1.18 |
Up |
| Component Sales Sentiment |
120.1 |
Down |
| 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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