Global semiconductor sales reached $72.7 billion in October, rising 4.7% from September and 27.2% year over year, according to new WSTS data released by the Semiconductor Industry Association. Demand strength in the Americas and Asia Pacific continued to drive the market, with all major regions posting month-to-month growth.

WASHINGTON, DC – The US China Economic & Security Review Commission recently released its 2025 Report to Congress. The report cites the fact that decades of offshoring printed circuit board ( PCB) manufacturing caused US capacity to plummet from 30 percent of the world supply in 2000 to only 4 percent today. Semiconductors, whether they are used for national defense, critical infrastructure or commercial systems, all must be mounted on a PCB.

MILPITAS, CA – SEMI reported that global semiconductor equipment billings rose 11% year-over-year to $33.66 billion in the third quarter, with a 2% sequential increase driven by continued investment in leading-edge logic, DRAM and advanced packaging technologies supporting AI workloads.

SAN JOSE, CA – Sanmina reported yearly revenue of $8.1 billion, a 7.4% increase over the prior year. Cash flow from operations for the year totaled $621 million, with free cash flow of $478 million.