PLYMOUTH, MN – Source Engineering & Manufacturing has acquired AimTek, extending its production capabilities into the surface mount technology market. The acquisition adds tape & reel packaging, lead forming and trimming for semiconductor and electronic components and contract assembly support.

BANGKOK – Fabrinet reported first quarter fiscal 2026 revenue of $978.1 million, up 21.6% from $804.2 million in the same period last year. GAAP net income was $95.9 million, compared to $77.4 million a year ago.

SAN JOSE, CA – Sanmina reported yearly revenue of $8.1 billion, a 7.4% increase over the prior year. Cash flow from operations for the year totaled $621 million, with free cash flow of $478 million.

ANN ARBOR, MI – Coherix is expanding its North American manufacturing and product development operations, investing nearly $1 million to support surging demand for its AI-driven precision dispensing and quality-control systems used in automotive and electronics assembly.

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.