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Advanced Electronics Packaging Digest

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NOR Flash Price Trends Diverge in 2H26, with High-Capacity Products Poised for 90–110% Increases

09/14/2026 | TrendForce
TrendForce’s latest memory industry research indicates that the NOR Flash market is undergoing its most significant structural shift in supply and demand in nearly a decade.

Follow the Story: AI Reshapes the Electronics Supply Chain

09/09/2026 | Michelle Te, I-Connect007
The AI infrastructure boom is creating enormous opportunities for electronics manufacturers, but its effects are spreading well beyond companies building AI servers and data centers. High performance laminates, glass fabric, copper, memory, MLCCs, foundry capacity, and other critical resources are being pulled toward fast-growing AI applications, tightening supplies and pushing up costs elsewhere in the electronics industry. I-Connect007 has been following these developments from several directions. What initially looked like separate stories about laminate availability, memory prices, component demand, PCB capacity, and data-center growth are demonstrating how AI is changing how the electronics supply chain allocates materials, capacity, and investment.

India Smartphone Shipments Fall 11.1% in Q2 2026 Amid Memory Chip Shortage

08/14/2026 | IDC
According to IDC ‘s Worldwide Quarterly Mobile Phone Tracker, India’s smartphone shipments declined 11.1% year over year to 33.2 million units in Q2 2026, as the ongoing global memory chip shortage kept component costs elevated and squeezed affordability across price bands.

Rice to Lead $15M Army Research Center for Next-Generation Sensing and Communications

08/05/2026 | Rice University
Rice University has received a $15 million award from the U.S. Army Research Office to establish a five-year research center dedicated to advancing secure sensing, imaging and communications.

Diversification: Where Do You Grow From Here?

08/05/2026 | Dan Beaulieu, D.B. Management Group
Our industry has long operated on a relatively straightforward formula:  invest in equipment, build a solid production team, develop reliable manufacturing processes, and compete for business based on quality, delivery, and price. If a shop maintained strong relationships with customers and consistently delivered dependable work, there was every reason to believe the business would continue growing steadily for years. In many ways, this model built the modern PCB industry. But the environment surrounding electronics manufacturing has changed dramatically, and I am concerned that many U.S. domestic fabricators have not fully adjusted to these changes.
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