Industry Intelligence
MIM / PM industry developments and supply-chain news roundups.
The race to 1.6T: Ethernet and coherent optics tackle AI’s bandwidth crunch
Networks have always been driven by the need for more speed and bandwidth, and in the AI era, that drive is accelerating the path to 1.6 terabit network connectivity. Work on 1.6T began in 2020 and became a formal IEEE study group in 2021, before AI was the industry’s dominant…
OSFP-IHS vs OSFP-RHS: 800G and 1.6T Thermal Design
Compare OSFP-IHS and OSFP-RHS for 800G and 1.6T optical modules, covering air cooling, liquid cooling, host compatibility, module height, and thermal architecture.
The state of ABF substrates in data center silicon in 2026 — solving the supply crunch and material wall beneath every AI accelerator
ABF substrates underpin today’s most advanced AI chips, but soaring demand and expanding accelerator packages are creating new supply and technical bottlenecks that the industry is currently racing to resolve.
NPS tests shipboard Additive Manufacturing and metal powder production at RIMPAC 2026
A team of nine students from the Naval Postgraduate School (NPS), Monterey, California, USA, participated in Rim of the Pacific (RIMPAC) 2026, taking graduate research into an operational environment. The post NPS tests shipboard Additive Manufacturing and metal powder…
Zhen Ding Exhibits at SEMICON Taiwan, Comprehensively Showcasing High-End PCB Technological Capabilities
Zhen Ding Technology Group showcased high-end optical module products, including 800G, 1.6T, XPO, and NPO, alongside up to 34-layer high-end AI server boards at SEMICON Taiwan 2026. The exhibition comprehensively demonstrates the group's advanced PCB technological capabilities…
This 5-Minute, 1,000 kW Charging Battery Makes Every 250 kW American EV Look Outclassed
Chinese OEMs have made breakthroughs in all-important battery charging fields and the results now represent a significant advantage over the US.
Freemelt receives order for 33,000 fusion components
Freemelt AB, based in Mölndal, Sweden, has received an order from Fusion for Energy (F4E), the European organisation responsible for Europe’s contribution to ITER and the development of fusion energy, to manufacture The post Freemelt receives order for 33,000 fusion components…
Tungsten Supply Gap 2030 S&P Feedstock Analysis
S&P Global projects a 16,000-tonne tungsten feedstock gap by 2030 as ex-China refining capacity outpaces mine supply, even as APT prices hit $340/kg.
Physics-informed AI models tackle coating corrosion prediction
A critical review evaluates scientific machine learning approaches for predicting coating degradation and corrosion, identifying five persistent limitations of current data-driven models. The authors propose a new framework that combines physics-based constraints with…
New current sensing approach for accurate HEV and EV inverters
The latest electronic component news from the world’s leading component distributors and manufacturers.
AI predicts two new superconducting materials—and moves us closer to zero-loss energy - Futura-Sciences
For decades, discovering superconductors meant years of tedious laboratory trial and error. While chemical elements can combine into millions of crystal patterns, only a tiny fraction can actually carry electricity without resistance. Now, an international team of physicists…
IperionX secures second US Army titanium Task Order
IperionX, based in Charlotte, North Carolina, USA, has announced that the US Army has awarded Task Order 2 under its Small Business Innovation Research (SBIR) Phase III Indefinite Delivery, Indefinite Quantity (IDIQ) The post IperionX secures second US Army titanium Task Order…
Copper Hits All-Time-High As Physical Economy Reprices Scarcity<!-- --> | ZeroHedge
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero