Evertiq - First In Electronics News & Expo

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Swedish PCB supplier NCAB has published a stark supply chain outlook in May 2026, describing a market under simultaneous pressure from AI demand, geopolitical disruption and raw material shortages. The company's conclusion is direct: what the industry is experiencing now is not a temporary disruption — it is a structural reset.

US semiconductor manufacturer Onsemi is reportedly planning to cut between 200 and 300 jobs at its plant in Rožnov pod Radhoštěm in the Czech Republic, according to Czech media outlet e15. The cuts follow an earlier round of approximately 170 layoffs at the same facility in 2025.

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Infineon Technologies says that it will gradually transfer production from its backend manufacturing site in Tijuana, Mexico, to other locations in its global network. The company says the move is aimed at improving scalability, productivity and long-term competitiveness.

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The war in the Middle East has disrupted supplies of raw materials used in PCBs and pushed prices sharply higher, compounding cost pressures that were already building across the electronics industry, according to industry sources and executives cited by Reuters.

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Japanese component manufacturer Murata has broken ground on two new production buildings in Japan within the space of two weeks, adding to a capacity expansion programme that saw a third building completed in April. The new facilities will produce thermistors, chip inductors and noise suppression filters.

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Following his keynote at Evertiq Expo Zürich, in4ma founder and analyst Dieter Weiss had an interview with Evertiq to discuss the numbers behind global EMS growth in 2025 – and what they reveal about where the European industry stands.

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Less than a week after parent company Wingtech filed a CNY 8 billion lawsuit against its interim leadership in a Chinese court, Nexperia has announced a manufacturing partnership with US-based foundry Polar Semiconductor for the production of next-generation power MOSFETs.

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Swedish EMS provider NOTE has inaugurated a new production facility in Torsby, Värmland. The factory doubles the company's production floor space at the site and is built for advanced electronics manufacturing serving customers in defence, medical technology and other demanding segments.

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He-Tingbo

At the IEEE International Symposium on Circuits and Systems in Shanghai on May 25, Huawei presented the Tau scaling law — a new principle for guiding semiconductor development that the company proposes as a replacement for Moore's Law, which has underpinned the industry for more than five decades.

Following his presentation at Evertiq Expo Zürich, Memphis Electronics' Nikolaos Florous had a conversation with Evertiq to go deeper on the market outlook. The short version: conditions will stay difficult, and procurement teams that haven't adapted yet are running out of time.

The Nexperia dispute has taken a significant new turn. Parent company Wingtech Technology has filed a lawsuit against Nexperia and three members of its leadership team in a Chinese court, demanding CNY 8 billion (EUR 1 ‌billion) in damages and calling for the reversal of Dutch governance measures it characterises as discriminatory.

57.5%. That is the share of the entire Swedish EMS market held by just ten individual production sites. Not ten companies – ten factories.

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Samsung Electronics has urged its South Korean labour union to resume wage negotiations, after government-mediated talks collapsed — leaving an 18-day strike from May 21 as a real and immediate threat, Reuters reports.

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Nikolaos Florous of Memphis Electronic delivered a data-heavy, at times bluntly honest overview of the global memory market at Evertiq Expo Zürich – and his central message was uncomfortable: the rules have changed, and most of the industry is still playing by the old ones.

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The world’s largest arms producers saw their revenues climb in 2024, as governments ramped up efforts to modernise and expand their military capabilities.

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During Evertiq Expo Zurich on April 23, 2026, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a pointed assessment of a semiconductor industry growing rapidly — but not evenly. In his keynote and a follow-up conversation, Aasholm argued that while headline figures suggest unprecedented expansion, underlying dynamics point to structural imbalances across the supply chain.

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The global EMS/ODM industry continues to expand, but scale and growth remain unevenly distributed, with Asian players flexing their dominance while Europe lags behind, according to new research from in4ma and EMSNOW.

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A magnitude 7.7 earthquake struck off the coast of northern Japan on April 20, prompting a brief tsunami alert and a government advisory warning of an elevated risk of a potential megaquake, the Associated Press reports.

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Avnet plans to close its logistics centre in Poing by the end of 2026, affecting around 350 employees, according to reporting by Handelsblatt and Merkur.de.

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Electronics manufacturers operating in high-mix, low-volume (HMLV) environments need more flexible automation to remain competitive, according to Piotr Owczarek of Fideltronik, Fitech and AIRob. Speaking at the Evertiq Expo Tampere 2026, he outlined how modular robotics and AI-driven systems can address the limitations of traditional automation.

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Chinese memory chipmaker Yangtze Memory Technologies (YMTC) is planning to build two additional plants alongside a facility nearing completion, in a move that would more than double its production capacity, according to a Reuters report citing sources familiar with the matter.

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Japanese component manufacturer Murata has completed a new production building at its subsidiary Izumo Murata Manufacturing Co., Ltd. in Izumo, strengthening its capacity for multilayer ceramic capacitors (MLCCs).

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At Evertiq Expo Tampere on March 26, the moment was brief but meaningful. A check was handed over, applause followed, and two students – Razib Hasan and Jingjing Yang – stood on stage, representing something much bigger than a thesis project.

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M&A activity among Nordic EMS providers accelerated in 2025, with six companies completing nine acquisitions, reflecting a clear push toward international expansion and increased exposure to high-growth sectors.

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European electronics manufacturing services (EMS) providers are entering a new phase marked by consolidation, rising defence demand, and increasing geopolitical pressure on supply chains.

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The Nordic region may have a relatively small population, but it maintains a surprisingly strong presence in the global electronics manufacturing services industry.

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Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.

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Lead times for PCBs are increasing as shortages of key base materials and rising demand from AI infrastructure place growing pressure on the global supply chain. This is according to German PCB manufacturer ILFA GmbH.

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A long-running dispute between Dutch semiconductor company Nexperia and its China-based subsidiary has intensified, with the Chinese entity announcing it has begun producing its own chips while tensions over operations and governance continue to escalate.

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The world’s largest EMS and ODM companies posted strong revenue growth in 2025, largely driven by demand for AI infrastructure and cloud data centres, according to new market data from analysts in4ma and industry publication EMSNOW.

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The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.

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OMR Italia SpA, a PCB manufacturer based in Concorezzo, Italy, has signed an agreement on a collective redundancy procedure affecting 27 employees following its decision to permanently cease production.

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