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Nikolaos-Florou-presentation-Berlin

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.

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Europe has long been regarded as a manufacturing powerhouse. Yet in electronics manufacturing services (EMS), the continent faces an increasingly difficult challenge: keeping pace with competitors in Asia.

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memory-contribution-semiconductor-1q26

Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the first half of 2026.

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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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Ground combat vehicles are rapidly evolving from fixed-function platforms into modular, software-defined systems. This shift demands interconnect solutions that support continuous upgrades without requiring redesigns of wiring infrastructure. Scalable, high-reliability connectors, particularly those based on MIL-DTL-38999, are central to enabling this transformation.

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The DRAM industry posted revenue of USD 97 billion in the first quarter of 2026, up 81% quarter-on-quarter, driven by a rapid surge in contract prices for conventional DRAM. Contract prices rose approximately 93 to 98 percent compared to the previous quarter, according to TrendForce.

Riku-Hynninen

EMS companies have been recently publishing mainly positive headlines related to growth and improving profitability. Even the most struggling companies, Lacroix and TT Electronics, are indicating a comeback after serious restructuring in the Americas region. This is very welcome news for the industry after all the recent crises impacting demand and supply chain.

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The combined revenue of the world's five largest NAND Flash suppliers jumped 83.7% quarter-on-quarter in the first quarter of 2026, surpassing USD 38.9 billion. Surging demand for enterprise SSDs from AI infrastructure buildout, combined with constrained supply, pushed prices well above expectations, according to TrendForce.

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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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Global semiconductor materials market revenue increased 6.8% year-over-year to USD 73.2 billion in 2025, SEMI reports

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.

A structural shift in the global mature-node foundry market is underway, according to research from TrendForce. Capacity cuts, surging demand for AI power components, and TSMC's planned reallocation are combining to push utilisation rates toward 90% — and set the stage for price increases.

Rising demand for AI infrastructure is driving a sharp increase in capital expenditure among the world’s largest cloud service providers (CSPs), according to new data from TrendForce.

March-2026

Global semiconductor sales reached USD 298.5 billion during the first quarter of 2026, an increase of 25% compared to Q4 of 2025, reports SIA.

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Worldwide silicon wafer shipments increased 13.1% year-on-year to 3,275 million square inches (MSI) from the 2,896 MSI recorded during the same quarter of 2025, reports SEMI.

Expo-ZRH26-claus-speaking

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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Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.

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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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In many projects, electromagnetic compatibility (EMC) is still treated as a final-stage verification step. In practice, this approach increasingly leads to delays, costly redesigns and errors that are difficult to eliminate — particularly in complex defence systems. As Dominik Kowalczyk, an explosion protection specialist at Dacpol, told Evertiq, EMC analysis should cover the entire lifecycle of a project — from concept to deployment. He also pointed out where signal integrity is most often lost and why the traditional approach to EMC is no longer keeping pace with growing system complexity.

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We often speak about the performance of modern GPUs in abstract terms — trillions of operations, ever-increasing compute power. What remains less visible is the structure that makes it possible.

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Extended lead times for key semiconductor and hardware components are increasingly shaping supply conditions in the server market, according to TrendForce.

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On April 23, Zurich will host the inaugural edition of Evertiq Expo Zurich, bringing together industry professionals for a day that moves between technology, manufacturing and market realities — often without clear boundaries between them.

Claude-Loeffen

Europe is investing heavily in semiconductors. New fabs are being planned, public funding is flowing, Chips Act 2.0 is on its way and long-term initiatives are taking shape. But there’s a more basic question that doesn’t seem to get asked enough: Even if all of this gets built, who is going to run it?

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Market research firm Gartner forecasts that global semiconductor revenue will exceed USD 1.3 trillion in 2026, representing 64% growth – the strongest growth in more than two decades – driven by continued strong demand related to AI, data centers and rising memory prices.

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How often do we really think about the scale of the technologies we use? How small are the elements that make up a single device — and how far does that scale extend beyond what we can see?

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Worldwide sales of semiconductor manufacturing equipment increased 15% to USD 135.1 billion in 2025 from USD 117.1 billion in 2024, driven by continued investment in advanced logic, memory, and AI-related capacity expansion, according to SEMI.

February-2026

Global semiconductor sales were $88.8 billion during the month of February 2026, an increase of 7.6% compared to the January 2026 total of $82.5 billion and 61.8% more than the February 2025 total of $54.9 billion, reports the Semiconductor Industry Association (SIA).

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Tightening supply conditions and ongoing product transitions are driving a sharp increase in consumer DRAM prices, according to new data from TrendForce.

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Worldwide 300mm fab equipment spending is expected to increase 18% to USD 133 billion in 2026 and 14% to USD 151 billion in 2027, SEMI reports.

PCB-world_2

The semiconductor market has been sending mixed signals for some time now. Headline numbers suggest a return to growth, and in some segments even a strong rebound. At the same time, when looking more closely at how this growth is distributed, it becomes increasingly difficult to describe it as broad-based or evenly shared across the industry.

Liquide_semiconductors

In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.

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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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Global semiconductor sales reached USD 82.5 billion in January 2026, marking a 3.7% increase compared with December 2025 and a 46.1% rise from the same month a year earlier, according to the Semiconductor Industry Association (SIA).

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