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On November 4, Vertiv announced a three-year agreement with Infineon for silicon and silicon carbide power semiconductors. The devices support a range of power products, including the 800-volt DC systems Vertiv is developing for data…
PCB shortages are creating a production risk that semiconductor purchasing alone cannot resolve. In its latest quarterly report, NCAB describes growing difficulty securing PCB input materials as data center investment and industrial demand compete for…
Rising semiconductor prices can make an inventory position look healthier than the quantities behind it. In its October 2026 industry briefing, TechInsights reported that its August Memory Die Bank update showed inventory holding steady in…
Semiconductor obsolescence is forcing aerospace and defense programs to make decisions that extend well beyond replacing unavailable parts. A January 2026 NXP discontinuation notice illustrates the problem: selected legacy devices are being withdrawn because aging…
The effort to separate semiconductor supply chains between China and the United States is proving more complicated than simply moving factories from one country to another. Today’s developments around SK hynix illustrate why. SK hynix…
North American electronics manufacturing is showing strong demand, but manufacturers are not converting that demand into shipments at the same pace. The latest industry data shows EMS bookings increased 53.5% year over year in August,…