MILPITAS, CA – Worldwide silicon wafer shipments rose 3.1% year-on-year in the third quarter to 3,313 million square inches (MSI), according to the SEMI Silicon Manufacturers Group. The increase reflects strengthening demand for 300mm wafers used in advanced logic, cloud infrastructure and memory applications driven by AI adoption.

WASHINGTON, DC  – Worldwide semiconductor sales reached $208.4 billion in the third quarter, rising 15.8% from the previous quarter, according to the Semiconductor Industry Association (SIA). September sales alone totaled $69.5 billion, marking a 25.1% year-over-year increase and a 7.0% month-over-month gain.

When it comes to the recent or pending investment in the US, some are interested in the company names – TSMC, Samsung, Wistron, Pegatron.

I’m more curious about the technologies they might bring.

Reason is, all the capital investment in the world won’t matter if you don’t have the personnel to operate the factories.

Or maybe not.

BANNOCKBURN, IL – The Global Electronics Association reported that North America’s EMS industry continued to stabilize in September 2025, setting the stage for steady growth heading into the final quarter of the year.

BANNOCKBURN, IL – The Global Electronics Association reported strong September results for the North American PCB industry, highlighting double-digit year-to-date gains in both shipments and bookings.

CHENNAI – Larsen & Toubro (L&T) is exploring a major expansion into the EMS sector, with preliminary discussions underway with the Tamil Nadu government for approximately 200 acres of land near Chennai.

TAIPEI, TAIWAN & WASHINGTON, DC – Foxconn has announced a major collaboration with NVIDIA, Stellantis and Uber to jointly develop and deploy Level 4 autonomous vehicles for robotaxi services worldwide.

ZURICH, SWITZERLAND – Cicor Technologies has announced plans to acquire UK-based TT Electronics PLC in a $378 million cash-and-share deal. Once completed, TT shareholders will hold roughly 10% of the enlarged Cicor Group, with the transaction expected to close in the first half of 2026.

AUSTIN, TX – Flex reported strong results for its second quarter of fiscal 2026, posting $6.8 billion in net sales, up 4% year over year and at the high end of its guidance range. GAAP net income for the quarter reached $199 million, including $41 million in costs related to missile strike damage at Flex’s Ukraine facility. 

LUCKNOW, INDIA – Concord Control Systems Limited has taken a step into advanced electronics manufacturing with the acquisition of a 50% equity stake in Fusion Electronics Private Limited. The deal, completed through a definitive Share Purchase Agreement, marks Concord’s entry into the high-value flex PCB segment and designates Fusion as an associate company.

TORONTO, CANADA – Celestica posted strong third-quarter results, with revenue climbing 28% year-over-year to $3.19 billion, exceeding the high end of its guidance. 

KEDAH, MALAYSIA – Ichia Technologies has inaugurated its second state-of-the-art facility at Kulim Hi-Tech Park (KHTP). The $102 million investment establishes a 55,000-square-meter plant on an 11-acre site that integrates automation, AI and IoT systems in alignment with Industry 4.0 principles.