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Managing DDR4, DDR5, and HBM Supply Challenges

05/26/2026 | Rob Ronan, Retronix Ltd.
The global electronics industry is no stranger to supply chain disruption, yet memory devices, particularly DRAM and NAND flash, sit at the center of a uniquely persistent challenge. The situation is particularly complex because constraints are not isolated; they are occurring simultaneously across both legacy and next-generation memory technologies. From DDR4 shortages driven by supplier exits to DDR5 demand being pulled by AI infrastructure, the market is facing a perfect storm of reduced supply, shifting demand, and aggressive pricing increases. For OEMs, EMS providers, and high-reliability sectors, this is a serious operational challenge.

American Made Advocacy: Five Years of Educating, Advocating, and Influencing Legislation and Policy

05/26/2026 | Shane Whiteside -- Column: American Made Advocacy
Five years ago, five companies decided that the PCB industry needed its own voice in Washington. The Printed Circuit Board Association of America was created largely in response to the fact that PCBs were not included in the CHIPS Act legislation.

I-Connect007 Editor’s Choice: Five Must-Reads for the Week

05/22/2026 | Nolan Johnson, I-Connect007
It’s been a busy week in the news. I could legitimately have published another five items because there were so many meaningful topics. So, I start with attorney James Kim, who returns to update us on metals tariffs. Brian Chislea and Cody Schoener from Dow recently published a book on UV curable conformal coatings. The Taiwan Printed Circuit Association has launched a PCB-specific AI knowledge base. SEMI FlexTech is seeking proposals for advancing flexible hybrid technologies, and the Global Electronics Association has launched the Global Electronics Policy Council, unifying its advocacy voices.

Cyberattack via Ransomware at Major EMS Provider Foxconn

05/15/2026 | I-Connect007 Editorial Team
A recent cyberattack targeting Foxconn has once again exposed the growing vulnerability of global manufacturing and electronics supply chains to ransomware operations. According to CyberScoop, the attack disrupted operations at several of Foxconn’s North American facilities, temporarily forcing some production activities into manual workarounds while systems were restored.

Punching Out: How Are the Big Boys in Electronics Doing?

05/12/2026 | Tom Kastner -- Column: Punching Out!
Let’s see what the public companies are up to in the PCB and EMS industries. In North America, there are only a couple of publicly traded PCB companies: TTM Technologies and Firan Technology Group. On the EMS side, there are a few more: Flex, Jabil, Celestica, Sanmina,, Benchmark, Fabrinet, Kimball Electronics, Plexus Corp, Nortech Systems, and Key Tronic Corp. From an M&A standpoint, these public companies have been fairly quiet in the past five years. FTG completed two deals in 2022 (IMI and Holaday), Flex had three deals, Jabil had five deals, and Sanmina had one deal.
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