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NEWS TAGGED PASSIVE, PCB, OTHER IC COMPONENTS
Tuesday 10 November 2026
AI server demand squeezes India's PCB supply as material costs surge
India's electronics manufacturers are paying sharply more for printed circuit boards (PCBs) as material suppliers shift capacity to artificial intelligence servers, with industry groups...
Tuesday 10 November 2026
Nokia eyes AI optical interconnect market, potentially challenging Lumentum and Coherent
The AI data center optical interconnect market may soon see another heavyweight contender. Roughly a week after Marvell announced a US$1.15 billion acquisition of Lumentum to bolster...
Tuesday 10 November 2026
Exclusive: Designing light for everyone—Wave Photonics seeks to make custom photonic chips accessible
In a Cambridge laboratory, an automated testing machine sits at the end of a process that has traditionally demanded years of specialized engineering: designing a photonic chip, sending...
Tuesday 10 November 2026
Exclusive: influx of Chinese capital drives gallium oxide substrate price cuts toward 2027
Gallium oxide (Ga2O3), a compound ultra-wide-bandgap semiconductor material, is poised to hit a critical turning point in 2027. Semiconductor supply chain sources...
Tuesday 10 November 2026
Exclusive: Quantum beyond quantum—Photarix bets on a new era of semiconductor photonics
A future communications network capable of detecting certain forms of eavesdropping may depend on something remarkably small: a semiconductor device designed to emit individual particles...
Tuesday 10 November 2026
Exclusive: Quantum Motion makes 10,000-fold leap in chip integration, but qubit control remains the real test
The race to build powerful quantum computers has long revolved around an unfamiliar set of engineering challenges: maintaining delicate quantum states, operating complex cooling systems,...
Monday 9 November 2026
Doosan expands CCL production in China and South Korea to meet AI demand
Doosan is moving ahead with a roughly KRW970 billion (approx. US$716 million) expansion of copper-clad laminate (CCL) production in South Korea and China as demand for AI accelerators,...
Monday 9 November 2026
Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs
Gallium oxide (Ga2O3) is approaching a pivotal industrial inflection point. On one hand, wafer sizes are scaling up to seamlessly integrate with existing semiconductor...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
PCB manufacturer Zhen Ding Tech sets new revenue record, sees 4Q26 peak to continue
PCB manufacturer Zhen Ding Tech (ZDT) reported record revenue for October 2026, driven by peak-season demand for mobile communications products and ramping shipments of high-end AI...
Monday 9 November 2026
Nittobo's T-Glass supply crunch deepens despite 3.6-fold capacity expansion plan for AI chips
Japan's Nittobo (Nitto Boseki) plans to invest an additional JPY20 billion (approx. US$127 million) to expand production of T-Glass, a specialized low-coefficient-of-thermal-expansion...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Monday 9 November 2026
Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Saturday 7 November 2026
Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?
As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs...
Friday 6 November 2026
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec...