Swedish electronics manufacturing under the microscope – again
In May, Evertiq mapped Sweden's 20 largest EMS providers at Evertiq Expo Lund. The ranking was built on a database constructed from scratch — more than 750 companies were reviewed one by one, with 77 qualifying. The presentation landed well, but the conversations that followed were the most valuable part.
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DRAM industry revenue surges 59.5% in Q2 as supply lags demand
Total DRAM industry revenue rose 59.5% QoQ in Q2 2026, reaching nearly USD 154.73 billion, driven by sharp increases in contract prices and sustained AI server demand. Supply expansion continues to lag demand growth, with supplier inventories at historic lows, according to TrendForce.
Memory to account for 68% of cloud giant CapEx by 2027
DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.
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DOES THE QUALITY CONTROL SYSTEM ALWAYS REQUIRE A SMART CAMERA?
Automatic quality control was once associated with costly smart cameras and elaborate vision systems. Today, the development of artificial intelligence and compact embedded platforms means that many AI Vision Inspection applications can be implemented much more simply. How does modern quality control using AI work and where is it best to start your own project?
Top five NAND Flash brands post 77% revenue surge in Q2
Combined revenue for the top five publicly listed NAND Flash brands rose 77% QoQ in Q2 2026 to USD 68.87 billion, driven by sustained AI server demand for enterprise SSDs and significant contract price increases. Micron posted the strongest growth of the group and moved up to third place, according to TrendForce.
Has the semiconductor market changed since spring?
Earlier this year, several discussions at Evertiq Expo pointed to the same conclusion: while the semiconductor industry continues to grow, that growth is far from evenly distributed. AI, memory and data centres have driven record revenues, while other parts of the electronics industry continue to face a very different reality.
Stop lobbying, start listening: Better policy begins with a conversation
In late June I spent a full day in Brussels, moderating a room full of speakers, panelists, policymakers and manufacturers, all there to talk about the future of European electronics. By the end of it, one thing was obvious. Everyone in that room agreed the industry matters. Almost nobody disagreed about the stakes. And yet agreement is not the same as alignment, and the gap between "we support you" and "here is what we will actually do" is exactly where good intentions tend to disappear.
10 years on – Brexit and the “new normal”
A decade after the UK voted to leave the European Union, the EMS and CEM sector is still adapting to the consequences. Brexit realised many fears around supply-chain disruption, labour shortages and regulation, but it also accelerated structural change and pushed companies to modernise operations.
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 lags behind globally – but who leads its EMS industry?
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.
Semiconductor market hits record quarter, driven by memory surge
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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