TV brands yay pass US tariff costs to consumers –
TrendForce’s latest research indicates that US reciprocal tariffs are likely to drive TV brands to pass rising costs onto consumers through higher retail prices in the second half of 2025, further weakening consumer spending momentum.
Ad
Global silicon wafer shipments rise 2.2% YoY in Q1 2025
Global silicon wafer shipments grew modestly in the first quarter of 2025, rising 2.2% year-on-year to 2,896 million square inches (MSI), up from 2,834 MSI in Q1 2024, according to the latest quarterly report from the SEMI. The report highlights ongoing demand for advanced semiconductor manufacturing, though short-term pressures continue to weigh on the industry.
Europe's semiconductor target appears out of reach
It is very unlikely that the EU will meet its target of a 20% share of the global market for microchips by 2030, according to a new report by the European Court of Auditors (ECA).
Dust, water and radar – a hidden threat to autonomous vehicle reliability
A key challenge in autonomous driving technology – how dust and moisture contaminants impair the reliability of automotive radar sensors – will be in focus during a presentation by Jeongmin Kang, Postdoctoral Researcher at Halmstad University, at the upcoming Evertiq Expo Malmö on May 15, 2025.
Global semiconductor materials market posts $67.5B in 2024 revenue
Global semiconductor materials market revenue increased 3.8% to USD 67.5 billion in 2024, reports SEMI.
Europe's electronics erosion threatens strategic autonomy
A new report from IPC warns that Europe’s continued decline in electronics manufacturing capacity — particularly in printed circuit boards (PCBs), advanced packaging, and EMS — poses a growing threat to the continent’s defence readiness, industrial resilience, and technological sovereignty.
Europe’s patent landscape: stable, but no breakthrough
In 2023, the European Patent Office (EPO) received a record number of patent applications from companies, research institutions, and individual inventors alike — a total of 199,275. So, did 2024 break that record? Not quite. Still, the data shows that innovation activity in Europe remains at a consistently high level.
Ad
Standardising standards to support EU industry competitiveness
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the third measure: Standardising standards to support EU industry competitiveness.
Top 50 EMS firms grew 12.7% in 2024, reached $477B in assembly revenue
Overall, the APAC region accounted for around 74.7% of the Top 50 EMS revenue, and the Americas achieved 20.4% revenue growth, an increase of 2.4%, while the EMEA region constituted 2.5%, and an increase of 0.3%, mainly due to extensive activity in acquisitions.
ST's response to the global race for AI
In recent years, the electronics industry has been marked by tension caused by economic, defence, and technological turmoil. Many countries and companies view artificial intelligence as both a major opportunity and a potential game changer in the ongoing race. The challenges surrounding AI were a key focus at the recent Evertiq Expo in Sophia Antipolis — a topic that drew strong interest, as reflected in the high attendance at the presentation by Edwin Hilkens of STMicroelectronics.
US tariffs spurs surge in stockpiling, memory contract prices set to rise
TrendForce’s latest investigations reveal that the implementation of the US “reciprocal tariffs” on April 9th — followed by a 90-day grace period for most regions — has prompted buyers and suppliers to adjust their strategies in response to policy uncertainty.
Pasi Pylväs: “The Chips Act isn’t the complete solution”
At this year’s Evertiq Expo Tampere, Pasi Pylväs – director of the Finnish Chips Competence Center – gave a presentation covering the current state of European chip manufacturing, what The EU Chips Act gets right, and what still needs to be done in order to secure the industry’s future.
AI, embargoes, and the end of the chip cycle
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
ESD industry posts $4.9B in revenue in Q4 2024
The Electronic System Design (ESD) industry revenue increased 11% to USD 4,927.3 million in the fourth quarter of 2024 from the USD 4,440.9 million reported in the fourth quarter of 2023, the ESD Alliance, a SEMI Technology Community, reports.
Semiconductor sales surge – but what's driving the momentum?
According to the latest data from the Semiconductor Industry Association (SIA), global semiconductor sales reached USD 54.9 billion in February 2025 – up 17.1% from the same month last year. This marks the 10th consecutive month of double-digit year-over-year growth, with the Americas leading the way with a 48.4% YoY increase.
Railway battery market to reach $514 million by 2030
There is a huge demand for railway batteries in Asia-Pacific in the forecast period, driven by China, India and Japan, which are the rail industry hubs in the region.
Global semiconductor equipment billings surged to $117B in 2024
Worldwide sales of semiconductor manufacturing equipment increased 10% to USD 117.1 billion in 2024 from USD 106.3 billion in 2023, SEMI reports reported today.
Semiconductor industry grows 21% in 2024; Nvidia takes lead
The global semiconductor industry saw substantial growth in 2024, with worldwide revenue rising 21% year-over-year to reach USD 655.9 billion, according to final figures from Gartner. For the first time, Nvidia claimed the top spot in the global rankings, capturing 11.7% market share, followed by Samsung Electronics and Intel.
The creation of an EU electronics raw materials database
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the second priority: the creation of an EU electronics raw materials database.
Global GenAI spending to reach $644 billion in 2025
Generative AI spending is poised for significant growth across all core markets and submarkets in 2025, Gartner said. GenAI will have a transformative impact across all aspects of IT spending markets.
Aerospace battery market to reach $335 million by 2034
North America is expected to remain the largest region in the aerospace battery market. Asia-Pacific, particularly China and India, will likely experience the fastest market recovery.
Global fab equipment investment expected to reach $110B in 2025
Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% YoY to USD 110 billion, marking the sixth consecutive year of growth since 2020, SEMI reports.
Retain public funds within the EU economy
In his previous guest article, Dirk Stans, Managing Partner at Eurocircuits, outlined three key actions needed to strengthen Europe’s electronics industry. Now, in this follow-up, he delves deeper into the first priority: ensuring that public funds remain within the EU economy
Compound semiconductor materials market to cross $91B by 2035
EVs are emerging as a critical application area in the compound semiconductor industry, as many EV makers are resorting to MOSFETs or SiC Schottky barrier diodes (SBD) in DC-DC converters.
Global OSAT market to touch $94 billion by 2031
Increasing circuit complexity spurs OSAT market growth, as integrating various functionalities into a single device demands specialized assembly and test capabilities.
Intelligent battery sensor market to reach $18.6 billion by 2032
The intelligent battery sensor market is witnessing significant growth, driven by the rising adoption of EVs, demand for battery management systems, and integration of smart automotive technologies.
Battery technology market to reach $137 billion by 2031
Asia Pacific is the largest market for battery tech with a share of 50%, followed by Europe and North America. In terms of products, lead-acid battery is the largest segment with a share of 55%.
The electronics market in Europe – what needs to happen?
The EU Chips Act was introduced in several phases to the wider public from 2021 onwards and, following approval by the European Parliament and the Council, the regulation came into force on 21 September 2023.
Fabs on hold, jobs on the line – welcome to 2025
The first quarter of 2025 has been marked by turbulence in the electronics and semiconductor industry, with waves of layoffs, stalled investments, and shifting trade policies reshaping the landscape. The year began with cautious optimism, but that optimism has quickly faded.
Top 10 IC design houses See 49% YoY growth in 2024
TrendForce reports that the combined revenue of the world’s top 10 IC design houses reached approximately USD 249.8 billion in 2024, marking a 49% YoY growth. The surge is largely attributed to the booming AI industry, with Nvidia dominating the market.
EY and Eurelectric expect EV battery capacity to surge by 2030
EY and Eurelectric have announced they expect EV batteries to offer a capacity of up to 114TWh by 2030.
Load more news