I-Connect007 Editor’s Choice: Five Must-Reads for the Week

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I’m getting a lot of out-of-office replies. Are you all on the beach now? It’s 91 degrees every day here in Atlanta lately, but each afternoon it rains like we’re in a horror movie, and that drops the temperature down to the subtropical arena. Still, I’ll take heat over freezing any day.

Things are heating up in our industry too, as we see from my top five choices this week. First-quarter electronic design revenue is up year-on-year, but PCB revenue barely moved the needle YOY. Editor Nolan Johnson spent the week at SEMICON West and the FLEX Conference, and he brings us a review of these conferences, co-located at the Moscone Center in San Francisco. As he notes, printed electronic circuits are beginning to gain a foothold in the market. 

Cadence Design Systems has invested in data center design, and IPC is lobbying Congress to help strengthen our supply chain. Finally, we have some “common sense” from Dan Beaulieu. In this column, he discusses companies that try to be all things to all customers, taking on projects far outside their “sweet spot.” 

Stay cool! 

FLEX Conference 2022: If You Build It, We Will Buy It
Published July 13

Our colleague Nolan Johnson has been covering the FLEX Conference and SEMICON West in San Francisco this week, and visiting manufacturers as well. As he points out in this article, much of the FLEX Conference focused on printed electronic circuits. PEC have been making big advances lately, often behind the scenes. This is a segment to watch, as OEMs drive most of the innovation here—not the fabricators.

IPC: Over 100 Industry Executives Urge U.S. Congress to Strengthen Electronics Supply Chain
Published July 14

The supply chain has been in a jam for a while now. Remember how lead times were getting long pre-COVID? IPC has been pushing Washington to take action, and it seems that politicians may be starting to listen. That’s one silver lining to the whole supply chain problem: Washington is finally becoming aware of the critical role that U.S. electronics manufacturers play in our economy, as well as our ability to equip our warfighters. Check it out.

Cadence to Acquire Future Facilities, A Pioneer in Data Center Digital Twins
Published July 12

Data centers are front and center now. Over the past few years, we’ve pointed out the importance of data and—more importantly—data management. Cadence Design Systems has acquired Future Facilities, a company that creates software for data center design. The company’s software utilizes 3D digital twins and augments Cadence’s Celsius Thermal Solver. You can expect other EDA companies to invest in data center technology in the near future. 

Electronic System Design Industry Logs 12.1% YoY Revenue Growth in Q1 2022
Published July 12

It’s kind of a mixed bag here. Electronic design revenue in Q1 is up 12.1% year-on-year, but PCB is a laggard here, clocking in at only 1.4%. Semiconductor IP is the engine pulling that particular train. And last year we were digging out from the pandemic, so I wouldn’t worry too much about PCB at this point. I bet your company is having a pretty good year. Am I right?

It's Only Common Sense: Big Macs and PCBs—Do What You Do Well
Published July 11

I’ve never understood why some companies try to please everyone. It’s just not possible. I get it; you want to keep revenue coming in. But some PCB manufacturers take on jobs that are far outside their core competency, just to keep the lights on. Dan Beaulieu sticks a fork in this turkey of an idea. As Dan says, do what you do well.



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I-Connect007 Editor’s Choice: Five Must-Reads for the Week

06/03/2022 | Andy Shaughnessy, Design007 Magazine
Things are heating up in the world of PCB design and manufacturing as well. In the past week, we published quite a bit of news—some good, some not so good. Some of the news is mixed, as we see with the EMS industry shipments rising YOY in April, but falling from the previous month. It’s nice to see NASA investing in American small businesses, but they didn’t really have a choice, did they?

I-Connect007 Editor’s Choice: Five Must-Reads for the Week

05/27/2022 | Nolan Johnson, I-Connect007
I know I’m not alone in this behavior: Car advertisements during television commercial breaks are as good as invisible to me, until I’m thinking about getting a new car. Only then do I notice them. Rather, I see each one with all my attention and being. If that extends into our industry, then everybody must be itching to pick up some new equipment. This week’s must-reads includes a smattering of new product announcements, along with the news of the IPC European subsidiary.

PCB Technologies’ InPack to Focus on Miniaturization, Packaging

05/16/2022 | Andy Shaughnessy, Design007 Magazine
I recently spoke with PCB Technologies’ Jeff De Serrano, Yaniv Maydar, and Alon Menache about their new venture, InPack. They explain their plans to focus on advanced packaging, miniaturization, and other high-end technology, with much faster time to market, and they offer a view of the global market as well.

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