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Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025

07/02/2025 | TrendForce
TrendForce reports that major North American CSPs remain the primary drivers of AI server market growth. Steady demand is also being bolstered by tier-2 data centers and sovereign cloud projects in the Middle East and Europe.

Wolfspeed Stock Soars After Filing for Chapter 11 Bankruptcy

07/01/2025 | I-Connect007 Editorial Team
On July 1, Wolfspeed shares doubled following the company’s announcement on June 30 that it had filed for Chapter 11 bankruptcy protection.

American Made Advocacy: Supporting the Entire PCB Ecosystem—Materials to OEMs

06/17/2025 | Shane Whiteside -- Column: American Made Advocacy
With the addition of RTX to PCBAA’s membership roster, we now represent the interests of companies in the entire PCB ecosystem. From material providers to OEMs, the insights of our collective members help us educate, advocate, and support legislation and policy favorable to America’s microelectronics manufacturers. The industry veterans who lead these companies provide valuable perspective, and their accumulated wisdom makes us an even stronger association.

Trump Renegotiating Biden-era Chips Act Grants

06/09/2025 | I-Connect007
At a hearing on June 4, U.S. Commerce Secretary Howard Lutnick said the Trump administration is renegotiating several of former President Joe Biden’s U.S. CHIPS and Science Act grants to semiconductor firms, Reuters reported.

Insights Into a Differentiating Trade/Investment Global Strategy for Electronics

05/27/2025 | I-Connect007 Editorial Team
To better understand the U.S. administration’s actions on global trade policies earlier this spring, Barry Matties and Nolan Johnson met with Richard Cappetto, IPC’s senior director of North American government relations, who highlighted both the challenges and opportunities available to U.S. companies in the recent trade activity. This could include increased domestic manufacturing and supply chain diversification.
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