DRAMpocalypse: Memory price projections skyrocket for 1Q26
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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Who is the leader in R&D spending?
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?
Venezuela's minerals: huge potential, even bigger risk
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?
Memory market 2026: scarcity, strategy, and security of supply
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.
Global smartphone shipments rise 4% in Q4 2025, led by Apple
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.
Defence electronics in 2025: Key developments followed by the Evertiq audience
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.
The world reorders its minerals: rare earths at the close of 2025
As 2025 draws to a close, the rare earths and critical minerals sector no longer feels like a niche concern reserved for mining specialists and policy papers. It has become one of the quiet fault lines of the global technology economy. Not because the world suddenly ran out, but because access to them – predictable, affordable and politically neutral access – can no longer be taken for granted.
Semiconductor equipment sales to reach a $156 billion in 2027
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers (OEMs) are forecast to reach a record high of USD 133 billion in 2025, growing 13.7% year-on-year, reports SEMI.
Seven defence technologies driving electronics demand in 2025
During this year’s Evertiq Expo in Kraków, the topic of defense electronics filled the conference room to capacity. The top list of defense companies I presented turned out to be only a starting point for conversations that continued long after the session had ended. Behind each of these manufacturers stand dozens of electronics suppliers: semiconductor producers, PCB and RF module manufacturers, and specialized EMS companies. So I asked myself a simple question: which defense technologies drove electronics demand most strongly in 2025? Let’s look at them from the industry’s point of view rather than from a catalogue of weapon systems.
The deconstruction of a Semiconductor Cycle
What can be learned from the Q3-25 results of the Semiconductor Industry?
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