I-Connect007 Editor’s Choice: Five Must-Reads for the Week
August 29, 2025 | Nolan Johnson, I-Connect007Estimated reading time: 2 minutes
We’re winding up the third quarter of 2025 without much resolution to the global economic situation, at least not yet. The Trump administration’s 50% tariffs on Indian exports to the U.S. have gone live, and even though electronics are currently exempt, it’s too soon to say how our global supply chains might be affected.
Elsewhere in the news, some sources are reporting that the Trump administration has telegraphed a 200% tariff on Chinese rare earth metals. Should it go into effect, this could have a dramatic effect on the supply chain in the short term.
This week, we bring you Global Electronics Association’s Chris Mitchell’s government relations column on—you guessed it—trade deals. TTM is balancing its facilities between East and West. The Global Electronics Association released July numbers for North American PCB shipments, and the news is good. Meanwhile, the corresponding report for EMS might seem like bad news, but that’s misleading. Be sure to look deeper for the rest of the story. Finally, for a bit space-science palate cleansing, I’m sharing news of the latest launch of NASA’s X-37B.
Want to see me talk about my picks for the week? Check out this LinkedIn post.
The Government Circuit: Navigating New Trade Headwinds and New Partnerships
Published August 25
Why should you read this column from Chris Mitchell? This one sentence alone sets the stage: “The copper tariff is particularly disruptive. Copper is not just an input—it is the essential connective tissue in everything from PCBs to wiring harnesses and electric vehicle components.” Tariffs and trade agreements continue to create short-term uncertainty in the long-range planning processes across the industry. Learn what the Global Electronics Association has to say on the topic.
TTM Technologies: Bridging East and West with Strategic Expansion
Published August 25
President and CEO of TTM Technologies Tom Edman discusses TTM’s exciting expansion strategy, the future of manufacturing, and his long tenure at the helm of the company, which is about to come to an end. See who’s replacing him and what that means for TTM—and for Edman.
North American PCB Industry Shipments Up 20.7 Percent in July
Published August 27
Shawn DuBravac, chief economist for the Global Electronics Association, observed, “North American PCB activity firmed in July. A pickup in shipments brought the book-to-bill into balance, indicating output is keeping pace with demand, and demand remains strong.” What does that mean to you? If you didn’t catch this report, it’s the perfect chance to catch up.
North American EMS Industry Shipments Down 4.1% in July
Published August 27
“EMS bookings rose in July even as shipments eased. After clearing earlier deliveries, customers are stepping up orders as momentum normalizes,” said Shawn DuBravac, Global Electronics Association’s chief economist. To illustrate this point, the book-to-bill ratio holds strong at 1.23.
Boeing-built X-37B Spaceplane Launches, Beginning Eighth Mission
Published August 26
NASA isn’t to be overlooked when it comes to autonomous space launch platforms. The X-37B continues to cycle through missions the way the space shuttle was supposed to, but could never achieve. Because the X-37 is more drone than people-carrier, it can take on missions that a manned flight cannot. Read about the “B’s” eighth mission launch here.
Testimonial
"Our marketing partnership with I-Connect007 is already delivering. Just a day after our press release went live, we received a direct inquiry about our updated products!"
Rachael Temple - AlltematedSuggested Items
Electronics Manufacturing Powers U.S. Growth, Supporting 5.2 Million Jobs and $1.8 Trillion in Output
11/03/2025 | Global Electronics AssociationNew report from Global Electronics Association shows electronics industry contributes $853 billion to GDP and delivers average annual wages exceeding $156,000, reinforcing its role as a pillar of U.S. economic resilience.
SMT007 Magazine November 2025: Inside Mexico’s Rise as an Electronics Manufacturing Leader
11/03/2025 | I-Connect007 Editorial TeamMexico isn’t just part of the electronics manufacturing conversation—it’s leading it. From growing investments to cross-border collaborations, Mexico is fast becoming the center of electronics in North America. In this issue, we uncover why Mexico is earning global recognition. From top-ranked manufacturing capabilities to expanding partnerships that reach far beyond the U.S.
Henger Microelectronics Expands Global Footprint with Major Equipment Shipment to Southeast Asia
10/31/2025 |Henger Microelectronics has reached a major milestone in its global expansion strategy with the successful shipment of advanced plasma etching and cleaning systems, along with automation equipment, to multiple countries and regions across Southeast Asia. This achievement marks a significant step forward in the company’s international growth and reinforces its position as a leading force in the global plasma equipment industry.
I-Connect007 Editor’s Choice: Five Must-Reads for the Week
10/31/2025 | Nolan Johnson, I-Connect007Last week, the IMPACT conference took place in Taipei, bringing together advanced packaging experts from around the globe to share their knowledge. We’ll be bringing you post-conference coverage over the next few weeks, so look for that in our newsletters, and in the Advanced Electronic Packaging Digest. Other news seemed to have the U.S. at the center of the global discussions. My picks start in Phoenix, where TSMC, NVIDIA, and Amkor are all scrambling to establish new capabilities. There’s nothing like a strong demand signal to cause build-out, and AI chips are doing exactly that.
Aircraft Wire and Cable Market to surpass USD 3.2 Billion by 2034
10/30/2025 | Global Market Insights Inc.The global aircraft wire and cable market was valued at USD 1.8 billion in 2024 and is estimated to grow at a CAGR of 5.9% to reach USD 3.2 billion by 2034, according to recent report by Global Market Insights Inc.