June 1, 2026

Nvidia Investing Billions Into Emerging Technology that Could Change AI Industry Nvidia has invested at least $6.5 billion in photonics companies to accelerate light-based data transfer, aiming to reduce AI energy bottlenecks. The shift from copper-based electrical systems promises higher efficiency, though large-scale deployment still faces manufacturing challenges. CNBC

Sponsor Plasma as a Key Technology Plasma technology improves electronics manufacturing, reduces oxide layers, prevents delamination & enables environmentally friendly products by using Openair-Plasma ® & PlasmaPlus®. Plasmatreat GmbH

Hon Hai sets NT$11tn target in annual revenue Hon Hai Precision targets 36% revenue growth to NT$11 trillion this year as global cloud providers ramp up AI server spending. The company boosts capacity, shifts toward cloud networking, and expects strong continued growth driven by AI infrastructure demand. Taipei Times

High Reliability Lead-Free Solder Paste with Rosin and Anti-Crack Resin As electronics are increasingly used in automotive and other high reliability applications, ensuring durability is critical. This paper explores a 'crack-free' flux paste designed to inhibit cracking in harsh environments while meeting stringent surface insulation resistance and ... Technical Paper

Dell stock skyrockets 32% for its best day ever as AI server revenue soars Dell Technologies surged 32.76% after reporting record AI-driven demand, with revenue up 88% and AI server sales jumping 757% to $16.1B. Earnings beat forecasts, and the stock's explosive rally reflects accelerating data center growth surge. CNBC

Sponsor Precision Control for BGA Rework Vacuum sensing electronics provide control for gentle, automatic component removal while a non-contact site cleaning tip's height is accurately monitored and maintained. Air-Vac Engineering

MIT researchers found a way to get lithium out of hard rock without the massive energy bill A research team develops a low-temperature ammonium fluoride process to extract lithium from hard rock ore, reducing energy use and waste. The method separates lithium, silicon, and aluminum streams and could cut costs from about $9,000 to $5,000 per tonne. TechSpot

Essential Tools to Combat the Ingress of Counterfeit Materials The tools to ensure that counterfeits are not polluting any given supply chain have not kept pace with the changing needs. Technical Paper

Technical Papers ■ Salvaging Electronic Components: A Reliable Method for Reducing Electronic Waste and Ensuring Economic Reuse ■ Digital Warehouse Automation in High-Mix PCB Assembly ■ Evaluation of Techniques for Intentional Contamination of PWB Substrates for Quantitative Cleanliness Analyses ■ Scaling SMT Traceability ■ The Drawbacks of Internal Recycling Systems for Solder Dross ■ Engineering ESD-Safe PCB Assembly for High-Reliability IoT and Industrial Electronics ■ The Analysis of Variance: Drawing Conclusions from Data That Are Correct, Unambiguous, and Defensible ■ PCB Rework Evolves, With X-ray a Constant Support ■ How pH Cleaning Agents Affect Production Performance ■ A Universal AI-Powered Segmentation Model for PCBA & Semiconductor MORE TECHNICAL PAPERS

Sponsor Need Improved Solder Joint Visibility? Solder Peel-A-Wayš Removable Terminal Carriers in place and peel the carrier away for complete solder joint visibility on both sides of the PCB. Watch a video to see it in action. Advanced Interconnections Corp.

Apple is giving Intel's turnaround some momentum The White House's stake in Intel Corporation is paying off as its share price rises and officials push deals with Nvidia Corporation, SpaceX and Apple Inc.. Supply chain pressures and AI demand boost Intel's foundry comeback ambitions against TSMC dominance. Taipei Times

Are you actually using AI on your PC? AI is spreading across apps and devices, but usage varies. TechSpot relies on AI tools for tasks like proofreading and formatting, not writing. Users question whether AI truly improves workflows, with some benefits in automation but skepticism about full control. TechSpot

Investigating the Metric 0201 Assembly Process This paper will look at the challenges of assembling the M0201 component in a high-volume manufacturing environment. Technical Paper

Sponsor iX7059 Series by Viscom: Inline X-ray Inspection Power High-performance Inline X-ray Inspection Systems for complex electronics, semiconductors, and power modules up to 200 kg. Seamless integration, AI-powered accuracy, and maximum reliability for every application. Viscom SE

What Happens When You Keep Running From Conflict — and Why It Always Catches Up Leadership teams that avoid conflict foster passive aggression and organizational stagnation. When leaders sidestep tough issues and rely on routine meetings without real debate, motivation falls and employees feel defeated, showing status quo quo fails. Entrepreneur

Tokens or humans? The new corporate trade-off Enterprise AI costs are rising faster than expected, forcing CFOs to weigh AI spending against hiring. Companies report exhausted budgets, inefficient use of premium models, and growing pressure to route tasks to cheaper systems as demand proves price-sensitive. CNBC

Wet-Based vs. Dry-Based Cleaning For automatic under-stencil cleaning there are many cleaning methods. What factors should we consider to select wet based cleaning versus dry based cleaning? Board Talk

Sponsor Salvaging Electronic Components: Ensuring Economic Reuse Component salvaging provides a reliable and consistent method of harvesting electronic components, reducing electronic waste, minimizing fabrication of new components, and ensuring economic reuse for automated assembly. BEST Inc.

Gartner Says Supply Chain Confront Geopolitical and AI Challenges Gartner's Alejandro Santalo warns that geopolitical restrictions, AI-driven chip shortages, and hyperscaler demand are straining supply chains. He urges diversified sourcing, AI-powered operations, and long-term planning to boost resilience. EE Times

6 Ways GPS Tech Is Saving The Environment GPS, first built for U.S. military navigation, powers global positioning. It enables scientists to track wildlife, enforce environmental laws, monitor wildfires and oil spills, and improve weather forecasts, transforming safety and disaster response. BGR

Sponsor Digital Warehouse Automation in High-Mix PCB Assembly High mix SMT production demands full material visibility. This white paper shows how ASTER improved traceability, inventory accuracy and FIFO control through integrated automation and reel-level tracking across warehouse operations. Essegi Automation

Price hikes to hit festive smartphone demand, annual sales by 30% More than half of Indian smartphone buyers may delay purchases or switch to second-hand devices if prices keep rising, a study finds, putting 54% of demand at risk and potentially cutting annual sales by up to 30%. Business Standard

Lessons Learned While Investigating Microvia Reliability Failures There has been an increasing number of reports concluding that stacked micro vias are failing preferentially when compared to an alternative staggered via design. Technical Paper

EU seeks to 'intensify' talks with U.S. on advanced cyber AI models, amid Mythos concerns The European Union is intensifying talks with the U.S. and AI developers over access to advanced AI models such as Anthropic's Mythos. As Anthropic prepares a broader rollout, officials are weighing cybersecurity risks against innovation while seeking to maintain a competitive edge. CNBC

SpaceX skeptics have added reason for concern after Musk comments diverge from IPO filing SpaceX's IPO faces fresh scrutiny after Elon Musk publicly contradicted details in the company's filing about a lucrative Anthropic data-center deal. The discrepancy raises concerns about SpaceX's financial disclosures, AI strategy, and valuation as investors assess the offering. CNBC

Sponsor Micro Dispensing Technology White Paper The trend toward micro-dispensing technology increases as electronic assembly's shrink & component packages decrease in size. DL Technology

Apple's on-device AI dream is running into the hard limits of what a phone can do Apple shifts Siri to a hybrid AI model blending on-device processing with Google Gemini cloud capabilities to improve response. Addresses smartphone hardware limits while preserving privacy via encrypted cloud computing and seamless task routing. TechSpot