The same story is playing out three times right now. Capital and policy are racing to lock down the physical building blocks of electronics: the materials, the memory, and the manufacturing. Read together, they tell you where our industry's next constraints, and next advantages, are being decided.
John Mitchell’s blog highlights three major electronics trends: Europe’s chip investments are outpacing the PCB capacity needed to turn chips into systems, China’s humanoid robot production is growing faster than current demand, and breakthroughs in photonics could reshape the hardware behind next-generation AI.
Three reads worth your time this week. Global trade continues to shift, sustainability compliance is expanding beyond Europe, and manufacturing is reaching new frontiers – literally!
Good writing, and good science, can stretch our sense of time, scale, and consequence in useful ways.
Global Electronics Association President and CEO John W. Mitchell shares this top three reads shaping the global electronics industry right now.