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January 29th, 2026
News and Resources for PCB Design, Fab and Assembly Professionals Subscribe •  Advertise •  PCD&F •  Circuits Assembly •  Tell A Friend
THE LEAD

Pegatron said its first US factory in Texas is on track for completion by the end of March, with trial production of AI server products expected to begin soon after, as semiconductor industry leaders warn that an AI-driven global memory chip shortage could continue through 2027.

TECH NEWS

Registration is now open for PCB East 2026, the electronics industry’s East Coast conference and exhibition.

China has unveiled flexible fiber-based chip architectures as a potential alternative to conventional silicon.

Cadence is closing its call for presentations for CadenceLIVE Silicon Valley 2026.

As Moore’s Law reaches its physical limits, future computing gains are increasingly expected to come from chip specialization.

JarnisTech qualified a hybrid PCB lamination process that integrates high-frequency materials with FR-4, enabling 5G hardware makers to cut bare-board BOM costs by roughly 30–40 percent.

AllSpice.io releases DRCY AI design review agent.

Aven introduces MicroVue 2.0 digital microscope.

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.

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.

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.

THE ROUTE
When the Robots Stop: From San Francisco, a Cautionary Tale
Many years ago, in The Dark Knight, Batman’s nemesis the Joker famously observed that nobody panics when things go “according to plan – even if the plan is horrifying.” It’s when the unexpected happens that chaos erupts.

MIKE BUETOW

Mike Buetow





















BUSINESS NEWS

Pegatron said its first US factory in Texas is on track for completion by the end of March, with trial production of AI server products expected to begin in late March or April.

India is now pushing into chip assembly and testing to reduce supply-chain risk, with strong design talent already in place.

A global memory chip shortage driven by AI data center demand is expected to persist through 2027.

Aegis Software completed its acquisition of Simio, expanding its manufacturing operations platform with digital twin simulation and advanced planning capabilities.

Samsung has reportedly cleared all verification stages for its HBM4 memory, positioning the company as an early supplier for NVIDIA’s Vera Rubin AI platform with initial integration expected in mid-2026.

Cornelius Electronics will invest about $5.4M to expand production at Moldova’s Edineț Industrial Park, adding three new manufacturing halls.

Sanmina reported 59 percent year-over-year fourth quarter sales growth to $3.19B, while issuing first quarter revenue guidance below expectations despite higher earnings outlook.

Note reported fourth quarter sales down about 2 percent year-on-year to roughly $95M.

Semi-Kinetics opened a manufacturing facility in Nampa, Idaho and is hiring across SMT, assembly, materials and quality roles.

Boardera and Revco formed a partnership to automate PCB costing and quoting.

Connexion Technologies partnered with OMR Italia to expand its European PCB supply network.

Siemens promoted Sarmad Khemmoro to senior director of product strategy for Electronics & Semiconductor.

Anduril named Steve Mueller printed circuit board designer.

Microboard promoted David Kleffman to vice president, Engineering Solutions & Technology.

MATERIAL GAINS
The AI Boom is Driving Technological Change at Every Level, Reshaping Supply Chains and Business Strategies
Victor Huang has described ChatGPT’s arrival as AI’s “iPhone moment,” when the technology’s potential to change the way we live became clear to all.

ALUN MORGAN

Alun Morgan






















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. 2-5: Pan Pacific Strategic Electronics SymposiumHawaii
Feb. 3-4: EIPC Winter ConferenceAix-en-Provence/Marseille, France
Feb. 6, 13, 20, 27, Mar. 6: Certified Printed Circuit Design Training, Online
Feb. 17-19: Chiplet SummitSanta Clara, CA
Apr. 22-23: Del Mar Electronics ShowSan Diego, CA
Apr. 28-May 1: PCB East 2026Worcester, MA
May 15, 22, 29, June 5, 12: Certified Printed Circuit Design Training, Online
May 26-29: IEEE Electronic Components and Technology ConferenceOrlando, FL
June 9-11: ZIW Americas 2026Dallas, TX
June 15-16: PCB Detroit 2026Detroit, MI
June 24-26: Vietnam Intcomm 2026 & Electronic Vietnam 2026Ho Chi Minh City, Vietnam
Sept. 29-Oct. 2: PCB West 2026Santa Clara, CA


 

BOOK-TO-BILLS/MARKET TRENDS
             Nov. Trend
EMS 1.17 Down
Semiconductors         15.3% Up
PCBs 1.12 Up
Component Sales Sentiment 120.1 Down
Changes are year-over-year.    

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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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