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Punching Out: How Are the Big Boys Doing Now?

10/26/2026 | Tom Kastner -- Column: Punching Out!
I thought it would be interesting to check in again on what the larger North America-based public companies in the PCB and EMS industry are doing. In general, sales, profits, and stock prices are up, and many are doing smaller, non-core acquisitions. In particular, growth markets include AI infrastructure, defense, and certain areas of healthcare. Here’s a breakdown of some of the largest companies.

Defense Speak Interpreted: The Impact of Venture Capital-backed Defense Contractor Firms

10/06/2026 | Dennis Fritz -- Column: Defense Speak Interpreted
There are several nimble new Defense contractors exploding in size—Anduril Industries, Saronic, Shield AI, Mach Industries, Castellian, among them. Why are venture capitalists, the wizards of the financial future, backing these companies in an industry segment that they traditionally wouldn’t touch?

Worldwide Server Market Revenue Hits Record $166.3 Billion in Q2 2026

09/15/2026 | IDC
The worldwide server market reached a record $166.3 billion in vendor revenue in the second quarter of 2026 — the highest quarterly total in the history of IDC’s Worldwide Quarterly Server Tracker, surpassing the previous high of $125.3 billion set in the fourth quarter of 2025.

Foxconn Expands U.S. AI Footprint With California Property Acquisition

08/28/2026 | I-Connect007 Editorial Team
Foxconn is expanding its U.S. presence with the acquisition of land and a manufacturing facility in Santa Clara, California, as the electronics manufacturing giant continues to invest in AI-related business.

Foxconn Announces Q2 2026 Financial Results

08/12/2026 | Foxconn
Revenue in the April-June quarter reached NT$2.53 trillion, that alongside operating profit and net profit, all set new second-quarter records.
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