Evertiq - First In Electronics News & Expo

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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.

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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.

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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.

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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).

Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.

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.

Turnover in Finland’s electronics and electrotechnical industry increased by approximately 6% in 2025 compared with 2024, reaching around EUR 23 billion. The figures are based on preliminary estimates published by Technology Industries of Finland.

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The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.

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At Evertiq Expo Warsaw on 23 October 2025, Mareike Haass of market research firm in4ma and Christoph Solka of the Global Electronics Association presented new data showing a European EMS industry still struggling to recover from a sharp post-pandemic correction.

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A sharp upswing in DRAM contract prices drove global industry revenue to USD 53.58 billion in the fourth quarter of 2025, up 29.4% sequentially, according to the latest analysis from TrendForce.

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Five years after the introduction of the SCIP database, many electronics manufacturers still struggle to translate legal obligations into day-to-day practice. While the rules themselves are no longer new, uncertainty persists — not so much about what the law says, but about how to comply without turning regulatory work into a permanent administrative burden.

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Switzerland is regularly described as one of the world’s most innovative economies. In the Global Innovation Index, the country has repeatedly ranked first, ahead of much larger industrial nations. This position reflects a combination of high R&D intensity, strong patent activity and a dense network of research-performing companies. Yet these aggregate indicators say relatively little about how innovation is structured in practice, and even less about the position of electronics within the Swiss economy.

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German semiconductor manufacturer Infineon Technologies expects the gallium nitride (GaN) power semiconductor market to reach nearly USD 3 billion by 2030, according to the 2026 edition of its annual “GaN Insights” report.

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Research and development in semiconductor technology is increasingly taking place outside Europe, particularly in Asia, according to a new analysis by EconPol Europe.

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Global silicon wafer shipments increased in 2025, while total wafer revenue declined slightly, according to year-end data from SEMI.

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Global smartphone production is expected to decline sharply in 2026 as rising memory prices increase retail costs and weigh on end demand, according to research from TrendForce. Total output is forecast to fall 10% year-on-year to approximately 1.135 billion units.

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Global semiconductor sales climbed to a record USD 791.69 billion in 2025, marking a 26.1% increase compared with the previous year, according to figures released by the European Semiconductors Industry Association (ESIA). In Europe, semiconductor sales reached USD 54.46 billion during the year, up 6.2% YoY.

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The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.

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In a recent analysis, Evertiq explored which countries dominate global R&D spending. Viewed through the lens of absolute investment volumes, the picture is largely shaped by the United States and China, followed by established industrial powerhouses such as Germany, Japan and France. Shifting that lens away from global heavyweights and toward a smaller, highly R&D-intensive economy reveals a different dynamic — one where the relationship between research investment and industrial capability becomes more clearly defined. Finland provides a useful case for understanding how research investment translates into industrial capability.

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The global memory market is heading toward historically sharp price increases in the first quarter of 2026, according to a new forecast from market research firm TrendForce.

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For years, the global technology narrative seemed simple: the United States led in innovation, while China was primarily seen as the world’s manufacturing floor. But that picture has been changing rapidly, almost in real time. As competition between Washington and Beijing increasingly centres on technology and strategic industries, a key question emerges: do the numbers actually reflect this shift? Has China truly caught up with — or even overtaken — the United States in research and development spending? And how does the broader global ranking look beyond this high-profile rivalry?

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In the first weeks of 2026, Venezuela returned to the headlines not because it suddenly became stable, but because Washington once again began to play the country — politically and economically. On the US side, there were signals of intensified efforts aimed at shifting the balance of power in Caracas. In practice, this points to a “reset” scenario: Venezuela re-entering the investment conversation under a new framework. But setting politics aside for a moment, what could this actually mean for the electronics industry? Is Venezuela truly an Eldorado?

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The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.

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Global smartphone shipments increased 4% YoY in the fourth quarter of 2025, supported by seasonal demand and tighter inventory management, according to new data from market research firm Omdia. Growth was concentrated among the largest vendors, while rising component costs began to weigh on parts of the market.

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Global production capacity for MLC NAND flash is expected to decline by 41.7% year-on-year in 2026 as leading memory manufacturers continue to scale back or discontinue output, according to new research from TrendForce.

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Global memory prices are set to rise sharply in the first quarter of 2026 as suppliers continue to prioritise server and AI-related applications, according to TrendForce.

Equipment

Defence electronics has become one of the fastest-growing segments of Europe’s technology landscape. Rising military budgets, new procurement cycles, digitalisation of battlefield systems and the need for resilient supply chains are transforming the electronics industry into a strategic pillar of national security. Reading patterns on Evertiq clearly show that the audience is most interested in topics related to industrial collaboration, AI in defence, robotics, component manufacturing, sourcing, and critical materials.

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