The EMS M&A Rollercoaster: Who’s Buying and Why? With MP Corporate Finance MD Shaan Tharani
In this episode of EMS@ C-Level we explore the intricate world of mergers and acquisitions in the electronics sector. We dive into how global macroeconomic trends impact the strategies companies adopt amid shifting political landscapes. With Shaan Tharani’s expertise, we unravel the complexities of M&A, discussing the implications of recent geopolitical changes and how they […]
Best Technical Papers at IPC APEX EXPO 2025 Selected
The best technical conference papers of IPC APEX EXPO 2025 have been selected. Voted on through a ballot process by members of the IPC APEX EXPO Technical Conference Program Committee (TPC), the international group of paper authors will be recognized during show opening remarks on Tuesday, March 18. “The TPC is absolutely focused on providing the […]
Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ, Says TrendForce
TrendForce’s latest research reveals that the NAND Flash market faced downward pressure in 4Q24 as PC and smartphone manufacturers continued inventory clearance efforts, leading to significant supply chain adjustments. Consequently, NAND Flash prices reversed downward, with ASP dropping 4% QoQ, while overall bit shipments declined by 2%. Total industry revenue fell 6.2% QoQ to US$16.52 […]
Foxconn Reportedly Lands Exclusive AI Server Orders for U.S. Stargate AI Project
According to a report from Economic Daily News, sources indicate that Foxconn will secure the exclusive contract for AI server manufacturing under the Stargate Project, with an official announcement reportedly expected as early as this month. In January, President Donald Trump announced that OpenAI, SoftBank Group, and Oracle would launch Stargate and invest USD 500 billion […]
IDC Adjusts PC and Tablet Forecasts but Still Expects Commercial Demand to Provide Growth
Weakening market sentiment and U.S. tariffs on China drive reduction in PC and tablet demand NEEDHAM, Mass. – In the wake of the USA’s tariffs on China as well as a weakening market sentiment, mostly in the consumer space, IDC has reduced its traditional PC forecast in 2025 and beyond. Global PC volume is now expected […]