TSMC Reportedly Accelerates Arizona 2nd Fab, Eyes 3Q26 Tool Install, 2027 3nm Production
TSMC is reportedly moving to accelerate advanced U.S. chip production. According to Nikkei, sources say the company plans to begin moving chipmaking equipment into its second Arizona plant around the summer of 2026, setting the stage for 3nm manufacturing in 2027. SOURCE: Trendforce Sources cited by the report say equipment installation is expected in the July–September […]
Micron Reveals Three Culprits Behind Memory Crunch—and Why It Won’t Ease Soon
At its December 18 earnings call, Micron reportedly acknowledged that it is currently able to meet only around 55%–60% of core customer demand, while warning that the memory supply crunch is likely to persist beyond 2026. Here’s a closer look at the factors driving the tight supply, the ripple effects across the market, and why […]
Up Close with Sebastián Fernández, Director of Operations Mexico, Win Source Electronics
EMSNOW learns about Win Source Electronics’ activities in Mexico from Sebastián Fernández, Director of Operations Mexico. This independent component distributor supports customers in Mexico from China currently and is working to establish in-country warehouses and local supply chain support.
Agentic AI: Preparing for the Hybrid Infrastructure Surge
Source: Fusion Green Sheet Agentic AI is accelerating a fundamental shift in how enterprises design and operate their hardware environments. As organizations move autonomous AI agents from controlled pilots into real production workflows, they are encountering new performance requirements that ripple across memory, compute, interconnect, and power systems. These changes are beginning to reshape demand […]
Rewiring aerospace ~ Inside the electrification of flight
The electrification of aerospace and defence is a complete rethinking of flight. From advanced electric propulsion systems to digitally interconnected power networks, every cable, connector and material choice now carries the weight of performance, safety and sustainability. The drive to reduce emissions and improve efficiency has shifted the sector’s engineering priorities toward lighter, smarter and […]