East-West contrasts shape Europe’s EMS landscape
On 24 October 2024, industry analyst and in4ma founder Dieter G. Weiss addressed the audience at the Evertiq Expo Warsaw, sharing insights into the European EMS landscape. Weiss offered a comprehensive overview of the sector’s dynamics, particularly in Central and Eastern Europe, highlighting market trends, labour challenges, and economic shifts.
Ad
DRAM prices fall in 2025 amid weak demand and rising inventory
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
India’s semiconductor sector set to create 1 million jobs by 2026
This includes 300,000 jobs in chip fabrication, 200,000 positions in ATMP and additional roles in chip design, software development, system circuits, and manufacturing supply chain management.
Sponsored content by Omnetics Connector Corporation
Hybrid Connectors: Powering the Next Frontier in IoT and Machine Learning
Explore the transformative role of hybrid connectors in the burgeoning realms of IoT and machine learning. These technological marvels are revolutionizing data transmission, fostering seamless integration, and catalyzing advancements in hyperspectral surveillance and artificial intelligence.
DRAM module revenue declined 28% in 2023
TrendForce’s latest analysis reveals that the global revenue for the DRAM module market reached USD 12.5 billion in 2023 — a YoY decline of 28%.
Global silicon wafer shipments increase 6% in 3Q24
Worldwide silicon wafer shipments increased 5.9% quarter-over-quarter to 3,214 million square inches (MSI) in the third quarter of 2024 and registered 6.8% growth from the 3,010 million square inches recorded during the same quarter last year, the SEMI reports.
Ad
TSMC to tighten scrutiny on Chinese AI chip clients
Reports suggest that TSMC has notified its Chinese clients of a temporary suspension on shipments of advanced AI chips produced using 7nm and below process nodes.
Chiplet market set to reach $411 billion by 2035
Chiplets break down complex chips into smaller, specialized components, giving greater flexibility and customization, resulting in faster time to market and shorter upgrade cycles.
Ad
Global semiconductor revenue to grow 14% in 2025
Global semiconductor revenue is projected to grow 14% in 2025 to total USD 717 billion, according to the latest forecast from Gartner. In 2024, the market is forecast to grow 19% and reach USD 630 billion.
Mature process capacity to grow 6% in 2025
According to TrendForce's investigations, China's domestic IC substitution policies will allow Chinese foundries to account for the majority of the expansion in mature process capacity in 2025. Despite ongoing price pressure, the top 10 mature process foundries globally are expected to have a 6% rise in capacity by 2025.
North American EMS industry shipments up 10.3% in September
Total North American EMS shipments in September 2024 were up 10.3% compared to the same month last year. Compared to the preceding month, September shipments were up 2.0%, reports the IPC.
Exclusive: Top 30 EMS providers in CEE unveiled
At this year’s Evertiq Expo in Warsaw, the spotlight shone on the top 30 largest EMS providers in Central and Eastern Europe. Unveiled exclusively at the Expo on October 24, the top list highlights key players driving the region's electronics manufacturing industry. So, who are the biggest players in the region?
Top 5 SSD module makers continue to gain market shares
TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance.
Sponsored content by MyChip1
The Pivotal Role of Testing in Business Success
Chip 1 Laboratories: For over 20 years, we’ve set the standard in electronic component testing and quality assurance. From digital microscopy and reballing to secure, long-term storage solutions, our advanced services ensure unmatched component reliability. With locations in the USA, Germany, and China, we provide global coverage that strengthens supply chains and supports seamless scaling. Avoid production setbacks and costly issues with Chip 1 Laboratories as your quality partner—committed to safeguarding your success in every component we test.
NexChip and Samsung Foundry lead LCD and OLED driver IC markets
NexChip and Samsung Foundry have emerged as major leaders in the display driver IC (DDIC) industry for 3Q24, according to the most recent insights from Omdia's Display Driver IC industry Tracker.
Global silicon wafer shipments to remain soft in 2024
Global shipments of silicon wafers are projected to decline 2% in 2024 to 12,174 million square inches (MSI) with a strong rebound of 10% delayed until 2025 to reach 13,328 MSI as wafer demand continues to recover from the downcycle, SEMI reports.
Evertiq Expo uncovers - Top 30 EMS in Central and Eastern Europe
October 24, the highly anticipated Evertiq Expo in Warsaw, will unveil a specially curated list highlighting the Top 30 EMS companies in Central and Eastern Europe. Initially billed as a Top 25, this exclusive presentation has expanded, offering attendees a comprehensive view of the region’s 30 largest EMS providers.
India’s semiconductor market set to cross $100 billion by 2030
Mobile handset, IT and telecom segments are leading the semiconductor industry, contributing over 75% of its revenues, according to a new report.
Increased supply and weakened demand to lower NAND Flash prices
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3.
Global PC shipments declined 1.3% in 3Q24
Worldwide PC shipments totalled 62.9 million units in the third quarter of 2024, a 1.3% decline from the third quarter of 2023, according to preliminary results by Gartner, Inc. This decline comes after three consecutive quarters of year-over-year growth for the PC market.
Slowing demand growth constraints Q4 memory price increases
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
ESD industry posts $4.7 billion in revenue in Q2 2024
Electronic System Design (ESD) industry revenue increased 18.2% to USD 4,685.5 million in the second quarter of 2024 from the USD 3,962.7 million registered in the second quarter of 2023, the ESD Alliance, a part of SEMI, reports.
Global semiconductor sales Increase 20.6% YoY in August
Semiconductor sales hit the highest-ever recorded numbers for the month of August; worldwide chip sales increased 3.5% month-to-month.
Semiconductor packaging material market to grow in 2024
Powered by strong semiconductor demand across diverse end applications, the global semiconductor packaging materials market is expected to start a growth cycle with a 5.6% compound annual growth rate (CAGR) projected through 2028, SEMI, TECHCET and TechSearch International reports.
East vs. West – how does Europe’s EMS landscape differ
The European EMS landscape reveals significant contrasts between Western and Central/Eastern Europe. To explore these differences, Evertiq spoke with Dieter Weiss, founder of in4ma, who provides insights into European EMS market.
Record of 4 million robots in factories worldwide
The new World Robotics report recorded 4,281,585 units operating in factories worldwide – an increase of 10%. Annual installations exceeded half a million units for the third consecutive year.
Was there ever a semiconductor shortage?
On September 19, market analyst Dieter Weiss from in4ma took the stage at the Evertiq Expo in Gothenburg and raised important questions about the semiconductor crisis that plagued the industry a couple of years ago. With a provocative comparison between semiconductors and toilet paper, he challenged the notion of scarcity and shared insights on how artificial demand has affected the European EMS industry.
Omdia reports record semiconductor revenue in 2Q24
Analyst and consultancy firm Omdia reports that total semiconductor revenue reached a record high of USD 162.1 billion in 2Q24, marking a 6.7% quarterly growth.
Exclusive: Europe’s biggest EMS players
Top 25 list of EMS companies in Europe only on Evertiq. Respected industry analyst Dieter G. Weiss of in4ma and IPC have prepared a TOP 25 list that includes European EMS firms and global players in Europe.
Battery cell prices still decline in August
The market for metals essential to battery production, namely metals such as nickel, cobalt and lithium, was not only weak in August, but the prices of these raw materials continued to fall, according to TrendForce research. These analysts point out that the price of lithium spodumene concentrate dropped sharply in August—seeing a 16% quarterly decline—while some lithium concentrate prices fell below US$800/ton.
2Q24 global semiconductor equipment billings increased 4% YoY
Global semiconductor equipment billings increased 4% YoY to USD 26.8 billion in the second quarter of 2024, while quarter-over-quarter billings edged up 1% during the same period, SEMI reports.
NAND Flash shipments growth slows in 2Q24
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments.
CoWos Packaging Driving Growth in Advanced Packaging Equipment
Chip-on-wager-on-substrate (CoWos) packaging technology has taken the packaging business by storm, with TrendForce reporting growth in advanced packaging growth of more than 10% in 2024. What is important, this trend could even surpass 20% in 2025.
Load more news