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BUSINESS NEWS
Samsung warned that tightening memory chip supply and surging high-bandwidth memory demand tied to AI data centers are driving costs higher, forcing electronics makers to consider price increases across devices as shortages ripple through the supply chain.
Nvidia CEO Jensen Huang said the company is not ruling out introducing Blackwell and Rubin AI chips in China over time, noting that newer products could become available if US export restrictions evolve beyond the recently approved H200.
So what’s there to know about Peter DeSantis, the executive now guiding Amazon’s most ambitious technology bets?
Voltatron acquired 100% of EMS firm Komitec Electronics.
The electronics component industry’s December sales sentiment index climbed to 134.0, beating expectations by nearly 33 points.
India’s top five electronics producers are planning to chase more acquisitions in 2026.
North American PCB demand remained in expansion territory in November as bookings continued to outpace shipments, keeping the book-to-bill ratio at 1.12.
North American EMS activity cooled in November, but a book-to-bill ratio at 1.17 pointed to continued underlying demand stability.
Hanza will acquire BMK Group in a transaction valued at about $193M, expanding its European EMS footprint and completing its Hanza 2025 strategy.
The global DRAM market is experiencing a rare price spike. Tight supply, rapid AI expansion, and expectation-driven buying have pushed memory prices higher since the second half of 2025.
Dynamic Electronics said it will double its investment in its Thailand PCB plant.
Thailand has set out a national strategy to expand its semiconductor industry, focusing on power semiconductors, sensors, photonics, discrete devices and analog chips, as part of a long-term plan to build a complete value chain.
Orbit International announced consolidated bookings for the month of December were approximately $3.4M.
Benchmark named Josh Hollin as senior vice president and chief technology officer, succeeding Jan Janick, who will retire this month.
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