WASHINGTON, DC – Worldwide semiconductor sales reached $208.4 billion in the third quarter, rising 15.8% from the previous quarter, according to the Semiconductor Industry Association (SIA). September sales alone totaled $69.5 billion, marking a 25.1% year-over-year increase and a 7.0% month-over-month gain.
When it comes to the recent or pending investment in the US, some are interested in the company names – TSMC, Samsung, Wistron, Pegatron.
I’m more curious about the technologies they might bring.
Reason is, all the capital investment in the world won’t matter if you don’t have the personnel to operate the factories.
Or maybe not.
BANNOCKBURN, IL – The Global Electronics Association reported that North America’s EMS industry continued to stabilize in September 2025, setting the stage for steady growth heading into the final quarter of the year.
BANNOCKBURN, IL – The Global Electronics Association reported strong September results for the North American PCB industry, highlighting double-digit year-to-date gains in both shipments and bookings.
CHENNAI – Larsen & Toubro (L&T) is exploring a major expansion into the EMS sector, with preliminary discussions underway with the Tamil Nadu government for approximately 200 acres of land near Chennai.
TAIPEI, TAIWAN & WASHINGTON, DC – Foxconn has announced a major collaboration with NVIDIA, Stellantis and Uber to jointly develop and deploy Level 4 autonomous vehicles for robotaxi services worldwide.