The Global 100: What the Numbers Really Tell Us About the EMS Industry

Philip Stoten sat down with in4ma Principal and Industry advocate Dieter Weiss and EMSNOW Publisher Eric Miscoll to dig into the methodology, the findings, and what comes next.
Where Is AI Data Center Demand Growth Being Driven?
Key Insights: AI is the primary engine of data center capacity growth. Across all regions, AI workloads are driving most next-generation data center builds. By the early 2030s, ABI Research forecasts AI to account for a larger share of active Information Technology (IT) load than legacy workloads. Hyperscalers remain dominant, but the market is fragmenting. U.S.-based hyperscalers continue to lead capacity […]
Gallium Oxide: A Promising Ultra-Wide Bandgap Material
Dresden, – Gallium oxide (Ga₂O₃) — especially in its most stable β phase — is attracting strong interest as an ultra-wide bandgap (UWBG) semiconductor with the potential to redefine power electronics beyond the limits of silicon carbide (SiC) and gallium nitride (GaN). With a bandgap energy of about 4.7–4.9 eV, significantly wider than typical wide […]
Globally Integrated Electronics Manufacturing: Limtronik and VIDEOTON Combine Expertise for the U.S. Market
Electronics manufacturer Limtronik, which joined the Hungary-based VIDEOTON Group in 2025, is intensifying operational collaboration within the Group’s international production network. The goal is to bundle expertise across locations and transfer proven quality and process standards to additional sites. A current focus is on Limtronik’s U.S. facility in Denver, where teams from Limburg and Hungary […]
Strong AI and Advanced Node Demand to Propel Semiconductor Equipment Investments Beyond $150 Billion for the First Time
MILPITAS, Calif. – Worldwide 300mm fab equipment spending is expected to increase 18% to $133 billion in 2026 and 14% to $151 billion in 2027, SEMI reported today in its latest 300mm Fab Outlook. This strong growth reflects surging AI chip demand for data centers and edge devices, as well as the growing commitment to semiconductor self-sufficiency across […]