Where the global electronics industry connects.

This week’s coverage points to an electronics industry balancing strong demand with growing complexity. North American PCB bookings continued to rise, but the path forward is shaped by tougher questions around capacity, materials, and execution. AI remains a major driver, not only increasing pressure on power infrastructure and thermal management, but also intensifying concerns over glass and copper availability across the supply chain. At the factory level, the conversation continues to shift toward tighter integration between design and manufacturing, from digital twins to additive processes and their downstream implications. Taken together, the message is clear: growth opportunities are real, but success will depend on coordination, technical discipline, and responsive customer support.