MILPITAS, CA – The global semiconductor industry followed traditional seasonal trends in the first quarter, but uncertainty surrounding new tariffs is expected to cause atypical shifts later this year, according to the SEMI trade group.

TAIWAN – Taiwan’s PCB industry is projected to reach $39.9 billion this year, growing 5.8% year-over-year, according to a joint report by the Taiwan Printed Circuit Association (TPCA) and ITRI’s Industrial Economics and Knowledge Center. Last year, the industry recorded $37.7 billion, an 8.1% rise fueled by strong demand for AI server applications.

AUSTIN, TX – A supply shortage of build-up substrates is looming, starting in 2029, with tight conditions emerging as early as 2028, according to a new report from tech research firm TechSearch International.

FONTENAY-AUX-ROSES, FRANCE – ICAPE Group posted first quarter revenue of $54.9 million, a 13% increase from the same period last year.