EPSNews

EPSNews serves as a top-notch news and information hub for those involved in the global electronics manufacturing sector, including buyers, sellers, and suppliers of various components, design, distribution, logistics, and production services. The mission of EPSNews is to equip, educate, and connect individuals in the electronics design, manufacturing, and supply chain fields by delivering essential business news, research data, and industry insights. Alongside its news articles and features on relevant topics, EPSNews fosters a lively online community that links all members of the industry. Its dedicated team of editors and industry specialists provides in-depth coverage across various areas, including the economy, government regulations, purchasing and manufacturing strategies, contract manufacturing, distribution, logistics, software development, and the trends in component manufacturing, particularly focusing on interconnects, passives, and electromechanical devices.

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ASML Sales and Profit Soar on AI Demand

2 months ago | epsnews.com | Pablo Valerio

ASML Holding NV, a leading manufacturer of chip-making equipment, has reported a record-breaking fourth quarter in 2024. Total net sales reached €9.3 billion, and net income was €2.7 billion. Bookings also soar past expectations to €7.09 billion, up from €2.63 billion in Q3. This performance significantly surpassed the company’s guidance and analyst predictions. It was driven by robust demand for its advanced lithography systems, especially those used in producing artificial intelligence (AI) chips.
Deepseek Ripple Effect on AI and Supply Chain

2 months ago | epsnews.com | Pablo Valerio

Deepseek AI breakthrough sparks market disruption, challenges chip supply chain dominance as China’s innovative ecosystem fuels advancements, raising questions about the future of AI development, shifting focus toward efficiency and open source. Over the last two years, the tech industry has enjoyed an insatiable appetite for Nvidia’s chips, but it has now been dealt a harsh reality check.
SK Hynix Soars to Record Profits Amid AI Boom

2 months ago | epsnews.com | Pablo Valerio

South Korean memory-chip maker SK Hynix has reported record quarterly and annual results, driven by strong demand for its high-bandwidth memory (HBM) products used in artificial intelligence (AI) applications. The company’s success arose from its leading position in the HBM market, where it supplies advanced memory chips to AI chip giant Nvidia and others.
U.S. Rare Earth Predicament

Jan 24, 2025 | epsnews.com | Pablo Valerio

For decades, the United States has increasingly relied on China for a vast array of critical minerals, a strategic vulnerability now threatening national security and economic stability. This dependence, particularly on rare earth elements, has placed the U.S. in a precarious position as China wields its dominance in the sector as a strategic tool. The Trump administration faces the daunting task of breaking this reliance and securing a reliable supply of these essential materials.
China Invests $8.2 Billion to Global AI Dominance

Jan 22, 2025 | epsnews.com | Pablo Valerio

China recently established a colossal 60 billion yuan (US$8.2 billion) AI investment fund, intensifying the already heated technology war with the United States. This bold move, coming just days after Washington tightened semiconductor export controls and expanded its Chinese company blacklist, underscores China’s commitment to achieving artificial intelligence self-sufficiency, a sector projected to reach a staggering 5.6 trillion yuan in China by 2030.
TSMC Rides AI Wave to Record Profits

Jan 21, 2025 | epsnews.com | Pablo Valerio

On Friday, Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chip maker, reported record profits for the fourth quarter of 2024, fueled by booming demand for artificial intelligence (AI) chips. The company’s strong performance outpaced industry growth and showcased its dominant position in the global semiconductor market.
Europe Races Against Time for 6G Horizon

Jan 17, 2025 | epsnews.com | Pablo Valerio

Europe is at a critical juncture in pursuing 5G dominance and the nascent 6G horizon. While 5G adoption is steadily climbing, reaching 30 percent of mobile connections by the end of 2024, the continent lags behind other global leaders. Policy reforms and supply chain resilience are vital to bridge this gap and secure Europe’s position in the future of mobile technology. 5G as a platform for growth5G’s impact on Europe’s economy is undeniable.
Enhancing Supply Chain Resilience with LTL Freight

Jan 14, 2025 | epsnews.com | Jack Shaw

Logistics professionals turn to efficient and innovative strategies when fortifying the supply chain. Less-than-truckload (LTL) freight is a surging idea in the industry, as it assists electronic suppliers and their freight management. How can it increase resilience? Supply chain workers can leverage LTL freight for cost-efficiency, considering these smaller shipments are more affordable. With lighter truckloads, companies can combine shipments from multiple clients into one.
The Great China Shopping Spree

Jan 14, 2025 | epsnews.com | Pablo Valerio

Chinese firms spent 2024 on a semiconductor shopping spree, driving a double-digit increase in integrated circuit (IC) imports. This buying frenzy reflects growing concerns over the escalating tech rivalry between China and the U.S. and anticipation of the Biden administration’s stricter trade sanctions targeting China’s access to advanced chips.
Union wins hefty raises and limits on port technology

Jan 13, 2025 | epsnews.com | Pablo Valerio

The key sticking point, automation of cargo handling, was resolved, with the agreement including guarantees of job creation alongside technological modernization. The International Longshoremen’s Association (ILA), representing dockworkers along the East and Gulf Coasts, reached a tentative agreement with the United States Maritime Alliance (USMX), averting a strike that could have incapacitated supply chains.