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Innovation rippled across the entire electronics supply chain in 2025, from semiconductor packaging and substrate materials to denser boards and more robust designs. This issue explores these defining moments and what we can expect in the year to come.
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When customer requirements shift, responses range from new equipment to automation. Explore the newest solutions reshaping production and how today’s market dynamics are driving these trends.
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Mexico isn’t just part of the electronics manufacturing conversation—it’s leading it. From growing investments to cross-border collaborations, Mexico is fast becoming the center of electronics in North America. This issue includes bilingual content, with all feature articles available in both English and Spanish.
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Emerald Technologies Addresses New Tariff Imposed on Goods Originating from China
February 18, 2025 | Emerald TechnologiesEstimated reading time: 1 minute
Emerald Technologies is closely monitoring the recent announcement of an additional 10% tariff on all goods originating from China. This tariff, effective February 4, 2025, will be applied in addition to existing tariffs on Chinese goods, such as those imposed under Section 301.
As outlined in the White House Fact Sheet published on February 1, 2025, this tariff is being imposed under the authority of the International Emergency Economic Powers Act (IEEPA). While a detailed list of HTS codes is not yet available, it is expected that the tariff will be applied based on the country of origin methodology currently used for Section 301 and other special tariffs.
Emerald Technologies will be passing these additional tariffs on to customers. We will notify you of any cost increases using your established process or work with you to set one up if needed.
Strategies for Tariff Mitigation:
- Identify Country of Origin: We encourage our customers to carefully review the country of origin for all components. Identifying alternative sourcing options may help mitigate the impact of these tariffs.
- Explore Alternative Manufacturing Locations: Emerald Technologies operates a fully operational facility in Penang, Malaysia, which can serve as an alternative manufacturing location for customers seeking to diversify their supply chains beyond China.
Emerald Technologies remains committed to supporting our customers in navigating this evolving trade environment. We will continue to monitor the situation closely and provide updates as new information becomes available.
We encourage you to reach out to your Program Manager with any questions or to discuss strategies for mitigating the impact of these tariffs on your specific business needs.
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The Government Circuit: USMCA Review—A Crucial Opportunity to Fortify North American Electronics
12/02/2025 | Chris Mitchell -- Column: The Government CircuitAs the 2026 review of the U.S.-Mexico-Canada Agreement (USMCA) approaches, policymakers have a rare opportunity to reinforce a partnership that powers their shared competitiveness, resilience, and growth. That is the message that I will have the honor of delivering on behalf of the Global Electronics Association in a public hearing at the U.S. International Trade Commission in Washington on Dec. 4. We’ve also submitted our views formally to the U.S. Trade Representative, and we’ve shared our position far and wide.
Nolan’s Notes: Is Mexico the Pulse of Electronics in the Americas?
11/04/2025 | Nolan Johnson -- Column: Nolan's NotesLast year, I attended SMTA Guadalajara, where I saw the results of the Mexican investment in electronics manufacturing. The U.S. was still operating under the Biden administration, and while Mexican EMS companies had expanded capacity to support EV manufacturing, the demand dropped significantly. In my conversations at the show, the sentiment was one of patience. They knew the EV business would likely come back. However, they didn’t expect an overhaul of U.S. trade agreements and tariffs that would shift a more diversified portfolio in Mexico’s direction.
2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepared for Price Hikes
10/16/2025 | TrendForceTrendForce’s latest investigations have revealed that wafer foundry utilization during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed U.S. semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.
Taiwan Rejects U.S. Proposal for 50-50 Semiconductor Production Split
10/03/2025 | I-Connect007 Editorial TeamTaiwan stated on October 1 that it will not agree to a U.S. proposal to shift half of its semiconductor production to the United States, despite mounting pressure from Washington over tariffs and chip supply security, according to Reuters.
Nolan’s Notes: Tariffs, Technologies, and Optimization
10/01/2025 | Nolan Johnson -- Column: Nolan's NotesLast month, SMT007 Magazine spotlighted India, and boy, did we pick a good time to do so. Tariff and trade news involving India was breaking like a storm surge. The U.S. tariffs shifted India from one of the most favorable trade agreements to the least favorable. Electronics continue to be exempt for the time being, but lest you think that we’re free and clear because we manufacture electronics, steel and aluminum are specifically called out at the 50% tariff levels.