DRAM and NAND Flash prices to surge in Q1 2026
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.
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.
Global semiconductor market tops $200 billion in Q3 2025
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.
Rising memory prices force console makers to rethink pricing
Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.
Global NEV sales up 31% in 3Q25
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.
DigiKey: industry in transition as AI, reshoring and supply stability reshape the market
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.
Rising memory prices weigh on consumer markets
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.
Load more news