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This weeks edition of Global Insight
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October 29, 2025
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Featured Content
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As negotiations over U.S.–Mexico trade policies near an October 29 deadline, the Global Electronics Association has released a new policy brief, "From Risk to Resilience: Why Mexico Matters to U.S. Manufacturing."
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Industry News
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At IMPACT 2025, Asia-Pacific’s leading conference for microsystems, packaging, and circuit technology, discussions on component-to-system-level integration took center stage. Co-organized and supported by the Global Electronics Association, the event brought global industry leaders together to explore how packaging innovations are shaping the AI era.
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Tokai Rika’s (a Japan-based manufacturer specializing in automotive components) journey toward adopting IPC standards for automotive electronics assemblies was long and complex, taking about a decade to complete.
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Smart sustainability policies that both protect the environment and foster competitiveness for the global electronics sector require proactive technical and socio-economic input from the experts impacted by them daily.
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As global trade enters a new phase of transformation amid rising geopolitical tensions, U.S. and European calls for supply chain localization, and increasingly strict sustainability regulations, China’s electronics industry faces not survival, but adaptation.
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The Global Electronics Association today unveiled Electronics U, the new name and expanded vision for its workforce training and certification platform. Formerly known as IPC EDGE, Electronics U marks the Association’s bold step toward a global workforce development hub that empowers companies to thrive during rapid technological change.
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Companies in the electronics industry are expected to innovate faster, modernize operations, deliver resilient supply chains, and compete on a global stage.
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The European Commission on Monday released its 2026 Work Program, setting out an agenda centered on sustainability, innovation, and competitiveness.
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The Global Electronics Association is gathering and consolidating member perspectives from across the electronics value chain regarding the upcoming Circularity Act consultation, in response to the call for input launched by the European Commission.
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Francisco Fourcade, the Global Electronics Association’s electronics technology standards manager, previews a new course, IPC Standards: A Guide for the Electronics Industry
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This webinar on November 11, co-hosted by the Global Electronics Association and the Anthesis Group, will offer an update on the current state-of-play on emerging circularity policies for electronics, from the perspectives of advocacy, compliance, and standards development.
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Are you ready to capitalize on what is next and join our team of dedicated, skilled and enthusiastic employees? Here are current job openings:
• Vice President, U.S. Government Relations
• Manager, Design Standards and Innovation Programs
• Japan Representative
• Technical Programs Manager (Taiwan)
• Customer Service Representative – Part-Time
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For more than 50 years, IPC standards have been the processes, procedures and criteria that the global electronics industry implement daily to design and build electronics better with quality, reliability and consistency.
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The term skills gap is used to describe a mismatch between the skills that employers need and the skills that job seekers possess. It seems straightforward enough, but it’s often used as a catch-all phrase that oversimplifies more complex and multifaceted issues.
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Plan your professional development with the Global Electronics Association’s Programs Calendar. Maximize your time and efforts by coordinating your schedule with ours.
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My Top Three Reads
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This week's picks from Matt Kelly
Chief Technology Officer and Vice President, IPC Technology Solutions |
This week’s selections highlight how technology, manufacturing, and strategy continue to converge across our industry — from accelerated AI infrastructure buildouts to the financial realities of EV transitions and the continuing reliance on Taiwan for advanced packaging. Each story captures a key pressure point shaping the global electronics ecosystem.
Flex Accelerates Data Center Deployment with Prefabricated Systems
This one caught my eye — Flex is rolling out modular, prefabricated data-center systems that integrate power, cooling, and compute into a single factory-built platform. The approach could cut deployment times by nearly a third. With AI and HPC capacity ramping globally, innovations like this are redefining how digital infrastructure is built and scaled.
🔗 Read the article
GM and Ford Face Pressure on EV Profitability
This article stood out as both a financial and technology story. GM and Ford are under investor pressure as EV losses mount and ICE pricing power fades. It’s a reminder of how critical the electronics within vehicles—power modules, sensors, and compute systems—are to making the EV transition both technically and economically viable.
🔗 Read the article
Nvidia’s Arizona Milestone Still Tied to Taiwan Packaging
Of particular interest this week — Nvidia’s new Arizona fab is now producing Blackwell GPUs, but advanced CoWoS packaging still relies on facilities in Taiwan. It’s a strong reminder that advanced packaging is the new frontier for semiconductor manufacturing and a critical area for regional capability development.
🔗 Read the article
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Member Milestones
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Unique Electronics Inc. (Orlando, Fla.) celebrated its 15th year as a Global Electronics Association member. See other companies celebrating membership anniversaries.
Member Anniversaries
New Members
Invest in your company by joining the Global Electronics Association and experience the membership benefits of the industry’s premier global association. Learn more about membership.
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Events
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IPC Standards European Committee/Task Group Meetings
October 27-30, 2025
IPC Hand Soldering Competition (HSC) 2025 in Japan
October 29-31, 2025
IPC K-FEST (IPC Korea Festival of Electronics Standards and Technology)
November 3-4, 2025
Circularity Policies for Electronics – Where are we now?
November 11, 2025
Advanced Electronic Packaging Consortium Workshop
November 12, 2025
Global Electronics Association at productronica
November 18-21, 2025
Turning Supply Chain Security into Business Value
November 19. 2025
EFECS – the European Forum for Electronic Components and Systems
December 3-4, 2025
Pan-European Electronics Design Conference
January 21-22, 2026
WHMA's Annual Global Leadership Summit
January 27-29, 2026
APEX EXPO 2026
March 14-19, 2026
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