BANGKOK – Fabrinet reported first quarter fiscal 2026 revenue of $978.1 million, up 21.6% from $804.2 million in the same period last year. GAAP net income was $95.9 million, compared to $77.4 million a year ago.
SAN JOSE, CA – Sanmina reported yearly revenue of $8.1 billion, a 7.4% increase over the prior year. Cash flow from operations for the year totaled $621 million, with free cash flow of $478 million.
ANN ARBOR, MI – Coherix is expanding its North American manufacturing and product development operations, investing nearly $1 million to support surging demand for its AI-driven precision dispensing and quality-control systems used in automotive and electronics assembly.
MILPITAS, CA – Worldwide silicon wafer shipments rose 3.1% year-on-year in the third quarter to 3,313 million square inches (MSI), according to the SEMI Silicon Manufacturers Group. The increase reflects strengthening demand for 300mm wafers used in advanced logic, cloud infrastructure and memory applications driven by AI adoption.
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.
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.