AI data centres are consuming PCBs – Chinese lead times stretch to 2028
In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.
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Europe is falling behind – and there is no plan
During Evertiq Expo Berlin, in4ma's Dieter Weiss and Maraike Haas, alongside EMSNOW's Eric Miscoll, had just presented five years of data showing Asia lapping Europe in EMS growth. Off stage, they went further.
It's gotten worse – and the memory market isn't done yet
Two months ago, at Evertiq Expo Zürich, Nikolaos Florous left little room for optimism. Tight memory market conditions would persist, he said — and things would likely get worse before they got better.
Europe holds a 2.5% share of a market it helped build
New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
Micron breaks ground on new cleanroom at Hiroshima facility
Micron Technology has broken ground on a new cleanroom at its manufacturing facility in Higashi-Hiroshima, Japan. The first phase covers approximately 300,000 square feet and is intended to strengthen Micron's advanced memory manufacturing capacity to meet growing AI demand. Equipment move-in is scheduled for the second half of 2028.
TTM Technologies opens Ultra-HDI PCB facility in Syracuse
TTM Technologies has opened a new Ultra-HDI printed circuit board manufacturing facility in Syracuse, New York, in the United States. The USD 130 million investment – including USD 30 million from the US Department of War – is set to create up to 400 new jobs and bring TTM's total workforce in the region to approximately 1,000.
Europe's top 20 EMS companies: a fragmented landscape with pockets of strength
With 31 companies in the global EMS/ODM Top 100, Europe has breadth – but not scale. A look at the region's top 20 reveals a manufacturing base spread across 14 countries, led by Germany and with the Nordics punching well above their weight.
DELTEC acquires Cicor's Tunisia facility – expands into international EMS network
German EMS provider DELTEC has acquired Cicor Digital Tunisie, the Borj-Cedria facility in Tunisia that Cicor announced it was divesting earlier this month. The acquisition, completed by DELTEC owner Carsten Ellermeier, brings around 100 employees into the DELTEC network.
Principal Mineral acquires Isola, raises $280M for next growth phase
Principal Mineral has acquired Isola Group, a century-old manufacturer of copper-clad laminates and dielectric prepregs, and raised approximately USD 280 million to fund its next phase of growth. The deal closed on June 16, 2026.
The semiconductor industry as it is, not as it is told
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
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