TAIWAN – Foxconn reported record consolidated revenue of $21.3 billion for April, up 16.1% from March and 25.5% year-over-year. The growth was driven by strong shipments of AI cloud products, particularly components tied to Nvidia’s GB200 platform, including GPU modules and full system assemblies.

WASHINGTON – Semiconductor sales of $167.7 billion in the first quarter, up 18.8% from the same time the previous year, but down 2.8% from the previous quarter, the Semiconductor Industry Association (SIA) reported.

ATLANTA -- Calling the tariffs levied by the US and China "crippling," the Electronic Components Industry Association said sales sentiment plummeted in April.

It’s not often you get the chance to talk shop with Hayao Nakahara, Gene Weiner, Tom Kastner and David Schild. When you do, you’re best off sitting back and listening.

That was the order of the day during the PCB East conference last month. Under the auspices of another media group, I was asked to moderate a panel on the future of PCB manufacturing in North America. And while journalists are often thought of as the seers of the industry, we are, in fact, more purveyors of others’ insights, versus prognosticators in our own right.