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Compal Electronics Inc. announced its collaboration with GMI Cloud, a Silicon Valley-based AI infrastructure provider, to advance the deployment of next-generation AI infrastructure optimized for large-scale inference and emerging agentic AI workloads.

Is U.S. EMS Growth Real or Just Repositioning?

05/27/2026 | Nolan Johnson, SMT007 Magazine
Based on survey data, U.S. EMS providers are reporting a noticeable uptick in orders, and the narrative forming around what’s driving that growth is familiar: tariffs, reshoring, and a long-awaited revival of domestic manufacturing. Some analysts even claim we’ve entered a super-cycle, a prolonged period of demand-driven economic growth that can last years to decades. But as is often the case in this industry, the reality is more nuanced.

An Active, Growing PCB Industry Tilts Toward High-Complexity Leaders

05/21/2026 | Mike Carano and Thiago Guimaraes, Global Electronics Association
Recent PCB market conditions point to an industry that is active and still expanding in important segments. Demand tied to AI infrastructure, servers, high-layer-count multilayer boards, HDI, ADAS, and defense-related programs remains an important driver of the market. These segments are helping sustain momentum even as conditions in other areas remain more mixed. The result is not a uniformly rising market, but one in which enough high-value activity is flowing through to keep much of the industry on a solid footing.

PCB Market Size to Exceed $136.02 Billion by 2035

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Celestica Provides Update on New Operations in Fort Worth, Texas

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Celestica Inc. a global leader in data center infrastructure and advanced technology solutions, provided an update on its plans to establish operations in AllianceTexas in Fort Worth, Texas.
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