Policy Priorities Focus on Trade, Workforce, Investment Certainty, CHIPS Act Implementation, and Supply Chain Resilience MILPITAS, Calif. — SEMI, the industry association serving the global
By Shawn DuBravac, Global Electronics Association Growth is concentrated in AI infrastructure, defense electronics, and energy systems, making strategic product alignment critical for electronics manufacturers
Key Themes DDR5 RDIMM Enters a Hyperinflation Phase: DDR5 RDIMM pricing has surged to unprecedented levels. 64GB modules now trade above $1,500, and 96GB units exceed
AI build-outs, cloud/data-center demand, and next-gen manufacturing (from advanced packaging to “ångström-era” tools) are aligning to push chips toward a trillion-dollar decade. Here’s the where,
Global notebook shipments projected to fall 14.8% QoQ in 1Q26, with a mild rebound in 2Q26 Memory, CPUs, PCBs, batteries, and PMICs are all seeing
