PCB

Cadence unveils AuraStack AI Super Agent, an AI platform for PCB and advanced chip packaging design, with Nvidia, TSMC, and Schneider Electric among early users

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture

NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …

Sources and executives: the war in the Middle East disrupted crucial PCB raw material supplies; Goldman Sachs says PCB prices surged as much as 40% MoM in April

Shenzhen-listed server PCB maker Victory Giant plans an April 21 Hong Kong listing, aiming to raise up to ~$2.2B; Victory Giant was valued at ~$37B on April 10

Shares of ISU Petasys, a South Korea-based multi-layer PCB supplier for AI servers used by Alphabet, Nvidia, Microsoft, and others, are up 215% so far this year

Based in Daegu, a city in southeastern South Korea, ISU Petasys makes multi-layer printed circuit boards that hold chips and other components for AI servers.

Apple announces the iPhone Air, with eSIM-only worldwide, a 5.6mm design, an A19 Pro chip, an N1 chip for Wi-Fi and Bluetooth, and a Center Stage front camera

a great choice. Gonna be hard to pick one over the other. [image] @ijustine : New iPhone 17 Air is soooo thin, wow.  Feels like the first MacBook Air announcement.. #AppleEvent ... Max Weinbach / @max...

Thailand, aiming to become the second-largest PCB production hub, is witnessing a tech manufacturing boom as the PCB supply chain shifts from China and Taiwan

BANGKOK — Some 60 kilometers north of Bangkok in the old capital of Ayutthaya, China's Victory Giant Technology is in the hectic final stages …

Japanese chipmaker Renesas agrees to acquire PCB design software company Altium for ~$5.9B in cash, a 33.6% premium on Altium's February 14 closing price

Bloomberg :

Munich-based Celus, which uses AI to automate the circuit board design process from ideation to PCB, raised a €25M Series A led by Earlybird

Paul Sawers / TechCrunch :