Evertiq - First In Electronics News & Expo

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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.

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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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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.

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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.

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.

What can be learned from the Q3-25 results of the Semiconductor Industry?

Global semiconductor sales reached USD 72.7 billion in October 2025, up 4.7% from September and 27.2% higher than in October 2024, according to the Semiconductor Industry Association (SIA), based on data from the World Semiconductor Trade Statistics (WSTS).

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The global semiconductor market reached USD 208 billion in the third quarter of 2025, marking the first time the quarterly market has surpassed USD 200 billion, according to WSTS data cited by Semiconductor Intelligence.

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Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.

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TrendForce’s latest investigations reveal that global NEV sales hit 5.39 million units in the third quarter of 2025, showing a 31% YoY growth. BEVs made up 3.71 million units, with a notable 48% YoY growth, while PHEVs reached 1.67 million units, marking a 4% increase year over year.

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The global components market is entering a new phase — one that is neither the pandemic-driven scramble for inventory nor the more recent period of oversupply. In a conversation with Evertiq, DigiKey CEO Dave Doherty describes an industry standing at a fragile point of transition, shaped by both uncertainty and accelerating structural change.

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Global smartphone and notebook production is expected to decline in 2026 as rising memory prices and a weak macroeconomic environment weigh on consumer demand, according to market research firm TrendForce.

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Device manufacturers were able to enjoy two years of low memory prices. However, this year, the tide has completely turned. Memory manufacturers have pulled the ripcord on both NAND flash memory and DRAM, announcing that they will focus on new memory generations in the future.

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TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.

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TrendForce’s latest research indicates that the global client SSD market experienced a price low in 2023, followed by gradual stabilisation of supply and demand and a price rebound in 2024.

ICs

European sales of semiconductors grew steadily in the third quarter of 2025 compared to the second quarter, reports the European Semiconductor Industry Association (ESIA).

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Solid-state battery (SSB) development is rapidly transitioning from research to large-scale manufacturing. According to TrendForce’s latest reports, nearly 100 companies globally have announced plans to produce solid-state batteries, with a combined capacity surpassing 100 GWh. Some of this capacity, especially semi-solid batteries, has already begun mass production and reached the GWh scale.

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TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data centre expansion among global CSPs.

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Metal markets are drawing growing attention from both industry and technology sectors. For electronics and component manufacturers, metals such as copper, gold, silver, platinum, and palladium are essential elements of the value chain. Their prices, availability, and supply stability now have a direct impact on production costs, material innovation, and long-term strategic planning.

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The European technology sector is currently undergoing a profound transformation. Changes in global supply chains, public investments, and the growing role of industrial innovation are making advanced technologies one of the cornerstones of regional economic development strategies.

According to preliminary insights from Gartner, global PC shipments totalled more than 69 million units in the third quarter of 2025, an 8.2% increase from the third quarter of 2024.

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According to TrendForce, wafer foundry utilisation during the second half of 2025 has remained more resilient than anticipated. Several factors are contributing to this, including the postponed US semiconductor tariffs, low inventory at IC vendors, the peak smartphone season, and ongoing high demand for AI.

HDD

TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options.

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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.

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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.

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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.

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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.

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