I-Connect007 Editor’s Choice: Five Must-Reads for the Week


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The CHIPS Act continues to captivate the attention of industry insiders, as evidenced by the reader interest in our U.S. legislation coverage. When talking with all of you, we hear a wide range of opinion regarding the CHIPS Act funding, ranging from enthusiasm to cynicism—sometimes in the same conversation with the same person. You can expect ongoing coverage as news continues to unfold. Advanced packaging and the CHIPS Act are increasingly being linked together on the printed circuit side of the industry conversation. Perfect timing, then, that IPC is hosting a symposium on advanced packaging October 11-12 in Washington, D.C. 

The IPC reports on North American PCB fabrication and EMS industry released this week, and the news is good, but with a veil of caution. Not so much cautionary news from Nano Dimension, however, as evidenced in their announcement this week.

Finally, next Monday, September 6, is the U.S. Labor Day Holiday. We’ll still bring you Monday’s newsletter and track the news of the industry even while the U.S.-based staff pauses to observe the holiday. 

A Deeper Look at the CHIPS Act Investment 
Published August 29

Where and how will the $52 billion in the CHIPS Act be spent? Who will decide how the funds are allocated? Who will benefit the most from this boost into the microelectronics industry? In this interview with Chris Peters at U.S. Partnership for Assured Electronics (USPAE), we seek a better understanding regarding the implications of funding the CHIPS Act. 

Print, Recycle, Repeat: Scientists Demonstrate a Biodegradable Printed Circuit 
Published August 31

According to the United Nations, less than a quarter of all U.S. electronic waste gets recycled. In 2021 alone, global e-waste surged at 57.4 million tons, and only 17.4% of that was recycled. Some experts predict that our e-waste problem will only get worse over time. This news item details current research at Berkeley Lab to develop a fully recyclable and biodegradable circuit board. 

North American EMS Industry Up 22.7% in July 
Published August 26

The performance metrics in the August Industry report align with the experiences and analysis in the September issue of SMT007 Magazine, which has just published. The upshot is that many of the simultaneous economic pressures are beginning to ease, and this easing shows in the numbers.  

North American PCB Industry Sales Up 4.5% in July 
Published August 26 

The PCB fabrication metrics for August suggest that demand is easing for PCB fabrication. Meanwhile, shipments continue strong as backlog is cleared. Going into September and October, it will be interesting to see if this softening in PCB fab demand might also appear further downstream in the EMS metrics. Stay tuned and check back with I-Connect007 to find out. 

Nano Dimension Reports 1,268% Revenue Increase in 2Q22 
Published September 1

“The efforts of our newly assembled Go-To-Market organization are indeed showing results, manifested by an impressive growth in revenue,” according to Nano’s news this week. “It includes Nano Dimension’s network of marketing, sales, pre and post sales application engineers and customer care engineers across Europe and the U.S. Their efforts are indeed substantial and effective, especially with the occurrences of unforeseen events, especially the slowdown in Europe resulting from the industrial players’ reaction to the evolving war in Ukraine as well as the crisis in electronic components’ supply chain.” 

This report discusses the financials behind that 1,268% revenue increase, and to explain how Nano Dimension achieved that growth. If AM and AME components are on your technology roadmap, this makes for good reading.

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I-Connect007 Editor’s Choice: Five Must-Reads for the Week

12/02/2022 | Nolan Johnson, I-Connect007
Normally, the holiday season is a slow(ish) news time, but this year just feels different. My opinion is that the technology industry banked up a whole bunch of innovations and new products during the pandemic disruptions, which are coming to market as quickly as possible. The November/December news is full of technology discussion, as my selections this week clearly demonstrate.

Electronica 2022: Happy to Be Back in Munich

11/21/2022 | Pete Starkey, I-Connect007
As we stepped out of the hotel into the drizzling rain, we were relieved that it wasn’t snow. Looking down the escalator into the U2 platform in Munich’s Hauptbahnhof central station early on the morning of Tuesday, Nov. 15 and observing the mass of humanity pushing and shoving to cram into trains to the exhibition centre, it appeared that a significant proportion of the international electronics industry had gathered to attend electronica 2022, co-located with SEMICON Europa and recognised as the world’s leading trade fair and conference for electronics.

I-Connect007 Editor’s Choice: Five Must-Reads for the Week

11/11/2022 | Nolan Johnson, I-Connect007
The industry news cycle seems to be picking up speed lately. Of course, 30 days into the quarter is about when public companies announce their results, and in the midst of this worldwide financial situation, we’ve got all eyes on anything coming out from our counterparts in the industry. I’ve noticed that global corporate results (Nan Ya PCB and TTM, in particular) do seem to be on everyone’s radar. In addition to financial news, trade shows are popping back up around the world—Europe, India, and a special report from editor Andy Shaughnessy, who took his own road trip to Raleigh, reporting on PCB Carolina, which had its own heyday this year.



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