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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.

Sivers Invests $30 Million to Expand European Photonics Manufacturing for AI Datacenters

09/03/2026 | Sivers Semiconductors AB
Sivers Semiconductors AB announced a USD 30 million strategic investment to significantly expand its Indium Phosphide (InP) manufacturing facility in Glasgow, Scotland, as the company prepares for anticipated customer production ramps driven by growing AI datacenter and optical networking demand.

Top Five Enterprise SSD Vendors’ Revenue Nears $37.59B in 2Q26

09/01/2026 | TrendForce
NAND Flash suppliers are broadening their enterprise SSD product lines to boost profits and refine their offerings, according to TrendForce’s recent memory industry report.

Hitachi Energy Invests $300M in China to Expand Global Manufacturing Capacity

08/17/2026 | Hitachi Energy
Hitachi Energy, a global leader in electrification, announced a $300 million USD investment in China to strengthen its global manufacturing footprint and address rapidly growing demand for transformers.

Jaltek Joins the Norautron Group

08/12/2026 | Jaltek
Jaltek Ltd has been acquired by Norautron AS, marking an exciting new chapter for our business.
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