12 common IC package types at a glance — save this guide for your next hardware project. 📌 Compare DIP, QFN, BGA, WLCSP, and more by appearance, contact structure, assembly impact, and inspection needs. Explore PCB and PCBA manufacturing options: #SeeedFusion# #PCBDesign# #PCBA# #ElectronicComponents#

Goldman Sachs: Japan Semiconductors / Electronic Components → GS describes the current cycle as one of the largest and longest in history, with 2027 expectations strengthening and visibility into 2028 improving. Yet sector valuations have compressed to ~17x FY27 and ~14x FY28 earnings as investors increasingly price in the risk of a post-2028 capex slowdown. → Disco (6146): Contract liabilities (primarily customer advances) surged 46% QoQ to ¥73bn, suggesting accelerating order momentum that isn't captured in reported bookings. GS expects advanced packaging, EMIB-T, hybrid bonding and CPO to drive further shipment growth. → Capacity rather than demand is increasingly the constraint. Tokyo Seimitsu (7729) has orders running at ~1.5x production capacity, with meaningful expansion constrained until 2028. GS argues that the key differentiator is increasingly suppliers' ability to convert strong orders into revenue and margin expansion, beyond demand exposure alone.

Semiconductor prices are skyrocketing in the US: Producer prices for semiconductor and other electronic component manufacturing surged +26% YoY in September, their 4th-largest increase on record. This also marks their 6th consecutive YoY increase of at least +25%. Since July 2025, the Producer Price Index for semiconductor and other electronic component manufacturing has risen +31%, to its 2nd-highest level since January 2007. To put this into perspective, the index declined every year from 1994 to 2021. Meanwhile, producer prices for electronic components and accessories soared +27% YoY last month, also marking their 6th consecutive YoY increase of at least +25%. The AI Revolution is driving historic technology inflation.

The AI boom is transforming one of the biggest deflationary forces into a key source of US inflation: Import prices for computer and electronic products surged +7.4% in the first 6 months of 2026, to 77.1 points, the highest since January 2016. This also marks a +8.0% YoY jump, the largest annual increase on record. This represents a historic reversal from a downtrend which persisted for over two decades. Between 2006 and 2019, computer and electronic product import prices fell -30%, as improving technology and manufacturing efficiency consistently pushed costs lower. Now, the AI investment boom is straining manufacturing capacity for semiconductors, servers, and electronic components, as companies race to build out AI infrastructure regardless of cost. The AI revolution has flipped technology from a long-term source of deflation into a major driver of inflation.

Here are the worst performing ETFs from this past week: 🥇 $BWET Breakwave Tanker Shipping ETF -29.69% 🔴 🥈 $FOTO Tuttle Capital Pure Play Photonics ETF -29.03% 🔴 🥉 $MLCC Global X MLCC & Electronic Components ETF -25.19% 🔴 4. $SMRZ Global X Small Modular Reactor ETF -24.32% 🔴 5. $CAPA Defiance AI Capacitors & MLCC ETF -24.25% 🔴

What is an MLCC? Learn from our ETF Strategist @ThomasDiFazio as he walks you through what they are and how we believe they may be a bottleneck in the AI trade. Learn more about the Roundhill MLCC & Electronic Components ETF $CCML here:

Multilayer ceramic capacitors in each AI server are estimated to keep climbing and the companies dominating production are all listed overseas. $CCML offers hyper-precise exposure to this global supply chain. Learn more about the Roundhill MLCC & Electronic Components ETF:

Thank you @Nasdaq for your partnership in bringing $CCML to the market. We're grateful for the recognition in Times Square, and excited to keep building innovative funds for today’s investors. Consider investing in the Roundhill MLCC & Electronic Components ETF:

Shenzhen's Huaqiangbei is buzzing with a global sourcing boom this summer! AI hardware sales are on fire — from January to July 2026, total AI product sales surged over 55% year-on-year, with AI glasses sales jumping 100%. Nearly 8,000 foreign buyers visit daily. The secret? Huaqiangbei's "1‑kilometer supply chain" — 1.1 million types of electronic components, 100+ parts sourced in one day, product samples ready in a week — turning "China Speed" into global orders. Canton goods go global — Huaqiangbei is powering AI products to the world! #GuangdongGoodsGlobalReach#