Evertiq - First In Electronics News & Expo

Ad

Ad

Ad

Ad

Ad

semiconductor-equipment-market-by-segment

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.

Ewelina-Bednarz_Column-1

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.

Ad

Claus-Aasholm

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

man-with-chip

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).

Sponsored content by NORDES EMS

09122013_C100

Modern electronics manufacturing is developing faster than ever. Shorter product life cycles, ever-increasing quality requirements, advancing miniaturization and the need for rapid prototyping means, that companies require partners who can work in highly variable and precise conditions. Against this backdrop, the EMS (electronics manufacturing services) model has become one of the key elements of the modern supply chain.

man-with-chip

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.

Switch2

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

Ad

plichta_x_greencell_2024

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.

Dave-Doherty_2

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.

Ad

DRAM5-products

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.

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.

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.

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).

Sponsored content by PEDC

12_11_evertiq_pedc_banner

The Pan-European Electronics Design Conference (PEDC) will take place on 21–22 January 2026 in Prague (www.pedc.eu). Hosted by Fachverband Elektronikdesign und fertigung e. V. (FED) and the Global Electronics Association, PEDC offers a unique, peer-reviewed forum for the electronics design community. The conference focuses on connecting the European electronics industry and the scientific community and highlights the latest developments in electronics design from “silicon to systems.” Topics will include development, design for excellence (DfX), software and tools, and electronic systems design process.

Solidstate-2025

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.

DRAM5-products

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

Gold-silver-copper-pallad

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.

Top-5

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.

pile-of-wafers

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.

expo-got25-in4ma-Global-Electronics-Association

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.

300mm-fac-eq-spending

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.

graphs-charts

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.

copper_cropped

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.

graphs-charts

TrendForce reports that following the completion of inventory digestion in the downstream consumer market concluded at the end of Q4 2023, DRAM suppliers shifted focus towards HBM and server DDR5 products, leading to tighter supply for other DRAM types.

annual-installation-of-industrial-robots-2025

Global demand for industrial robots has more than doubled in the past ten years, according to the International Federation of Robotics (IFR). The latest World Robotics 2025 report shows that 542,000 new robots were installed in factories during 2024, marking the fourth consecutive year with installations above 500,000 units.

Expo-ber25-Dirk-Stans-interview

At Evertiq Expo Berlin 2025, Dirk Stans, Managing Partner of Eurocircuits, argued that Europe’s electronics industry needs to stop repeating its problems and start taking practical, targeted steps forward.

hynix_NAND

TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.

Copper

Copper prices on the London Metal Exchange (LME) remained stable as investors weigh potential supply disruptions from Peru, according to brokers.

Copper-cropped

Copper prices posted slight gains on major exchanges as investors weigh the potential impact of a production halt at Indonesia’s Grasberg mine, the world’s second-largest copper operation.

apple

TrendForce’s latest investigations reveal that global smartphone production reached 300 million units in 2Q25, up 4% QoQ and 4.8% YoY, driven by seasonal demand and the recovery of brands such as Oppo and Transsion following inventory adjustments.

microled-adoption

Micro LED penetration in consumer electronics is accelerating. Following Samsung’s launch of its 140-inch Micro LED TV in 2023, Garmin is set to introduce the Fenix 8 Pro smartwatch with Micro LED in 2025, alongside Sony Honda’s planned 30-inch automotive display in its Afeela model at the end of the same year.

Load more news

© 2025 Evertiq AB

Ad