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.
Silex acquires Onsemi fab in Pennsylvania for $40 million
Swedish MEMS foundry Silex Microsystems has entered into a binding agreement to acquire a 200mm semiconductor fab in Mountain Top, Pennsylvania, in the United States, from Onsemi. The purchase price is USD 40 million.
Joynext opens new production hall in Poland
Chinese automotive electronics manufacturer Joynext opened a new 13,300 square-metre production hall at its site in Oborniki Śląskie near Wrocław in Poland in April, bringing the site's total production area to approximately 26,000 square metres.
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.
Xbox: “We are in a hardware component crisis”
In an internal memo published on June 10, Xbox CEO Asha Sharma outlined five realities facing the gaming company — including a stark assessment of the hardware component situation.
NCAB warns PCB supply chain is facing a structural reset
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.
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