Evertiq - First In Electronics News & Expo

Ad

Ad

Ad

Ad

Ad

expo-got25-in4ma-Global-Electronics-Association

During Evertiq Expo Gothenburg on September 4, 2025, Mareike Haass from in4ma and Christoph Solka from the Global Electronics Association presented the latest half-year analysis of the European EMS market — offering a sobering snapshot of the industry’s performance.

300mm-fac-eq-spending

Global spending on 300mm semiconductor fabrication equipment is projected to reach USD 374 billion from 2026 and 2028, driven by rising demand for AI chips and efforts to strengthen regional semiconductor self-sufficiency, according to SEMI’s latest 300mm Fab Outlook.

Ad

graphs-charts

The Electronic System Design (ESD) industry revenue increased 8.6% to USD 5,089.4 million in the second quarter of 2025 from the USD 4,685.5 million registered in the second quarter of 2024, according to the ESD Alliance, a SEMI Technology Community. The four-quarter moving average rose 10.4%, based on a comparison of the most recent four quarters to the prior four.

copper_cropped

Copper prices are holding steady in London after posting their strongest monthly rally since June, up 3.7% in September. The benchmark three-month contract on the London Metal Exchange (LME) closed the previous session at USD 10,268 per tonne, down USD 146 from the day before.

graphs-charts

TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.

annual-installation-of-industrial-robots-2025

Global demand for industrial robots has more than doubled in the past ten years, according to the International Federation of Robotics (IFR). The latest World Robotics 2025 report shows that 542,000 new robots were installed in factories during 2024, marking the fourth consecutive year with installations above 500,000 units.

Ad

Expo-ber25-Dirk-Stans-interview

At Evertiq Expo Berlin 2025, Dirk Stans, Managing Partner of Eurocircuits, argued that Europe’s electronics industry needs to stop repeating its problems and start taking practical, targeted steps forward.

hynix_NAND

TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.

Ad

Copper

Copper prices on the London Metal Exchange (LME) remained stable as investors weigh potential supply disruptions from Peru, according to brokers.

Copper prices posted slight gains on major exchanges as investors weigh the potential impact of a production halt at Indonesia’s Grasberg mine, the world’s second-largest copper operation.

TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments.

Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year.

fab2-exterior

Global foundry revenue rose 14.6% quarter-on-quarter (QoQ) in the second quarter of 2025 to a record USD 41.7 billion, according to TrendForce. The increase was driven by China’s consumer subsidy program and early demand for smartphones, notebooks, PCs, and servers ahead of second-half launches, reports TrendForce.

PCB-Poland_3

Poland, together with Estonia, Lithuania and Latvia, has submitted an Expression of Interest to the European Commission for the creation of the Baltic AI GigaFactory – a project valued at around 3 billion euros and designed to become the region’s largest high-performance computing infrastructure for artificial intelligence. According to Poland’s Ministry of Digital Affairs, the proposal was formally lodged in June 2025 as part of the EU’s InvestAI initiative. Now these countries must wait for a decision.

handheld-games-sales-volume

New Omdia research reveals 2.3 million PC gaming handhelds, including the Steam Deck, will be sold globally in 2025. This will represent growth of 32% from 2024, when 1.7 million units were sold.

9th-Generation-V-NAND

TrendForce’s latest investigations reveal that the NAND Flash industry posted solid growth in 2Q25 despite slight declines in ASP.

Expo-GOT23-2

The latest half-year survey by the Global Electronics Association and in4ma paints a bleak picture for Europe’s EMS industry. Covering 219 facilities across 177 companies – representing around 21.9% of the European EMS market – the findings confirm that the semiconductor supply chain disruptions of 2021–2022 continue to affect the industry.

june-25

Global semiconductor sales were $179.7 billion during the second quarter of 2025, an increase of 7.8% compared to Q1, reports the Semiconductor Industry Association (SIA).

AI-Chip

TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.

expo-ber25-Dieter-Weiss-pres

At Evertiq Expo Berlin 2025, industry analyst Dieter Weiss from in4ma took the stage to dissect what many have labelled a “crisis” in Europe’s EMS industry. He argued that the 14% market decline in 2024 was not an unexpected collapse, but the inevitable result of years of artificial growth.

global-wafer-shipments

SEMI reports that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024.

Trump-signing-executive-order-tariffs

Economists estimate the overall tariff rate on US imports at around 15% compared to the roughly 2% at the start of the year. This makes it the highest level since the 1930s. However, in a hint that Trump was open to further negotiations, the White House said that the new measures will take effect in a week.

PCB-EU_2

Semiconductor distribution sales in Europe experienced a significant decline of 14%, amounting to €2.20 billion. Among the major countries, Austria faced again the steepest drop with a decrease of almost 37%, followed by France with a reduction of 20%.

PCB-world_2

All geographic regions reported growth, with Americas, EMEA and Japan registering double digit increases.

TrendForce forecasts that the US robotaxi market will grow at a CAGR of 61% between 2025 and 2035. In this fast-growing market, Tesla holds a competitive edge with its vertically integrated manufacturing and vision-based autonomous driving solution, resulting in relatively lower hardware costs.

Juhana-Jaatinen

During Evertiq Expo Tampere 2025, Juhana Jaatinen, managing director of RoHS Management, gave a presentation on the EU’s digital product passport and provided the audience with insight into what this means for manufacturers in the industry.

Claus-Aasholm

In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.

expo-mmo25-claus-aasholm-interview

During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.

300mm-Fab-Outlook-2Q25-Update

The global semiconductor industry is expected to significantly expand its advanced manufacturing capacity through 2028, driven by accelerating demand for artificial intelligence applications, according to SEMI’s latest 300mm Fab Outlook report.

foundry-landscape-capacity-share

Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report – digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.

Expo-MMO25-Claus-Aasholm-presentation

“This tide does not lift all boats” – Aasholm warns of structural industry shifts driven by AI, geopolitics and China’s quiet semiconductor conquest.

SSD

TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.

Load more news

© 2025 Evertiq AB

Ad