Has the semiconductor market changed since spring?
Earlier this year, several discussions at Evertiq Expo pointed to the same conclusion: while the semiconductor industry continues to grow, that growth is far from evenly distributed. AI, memory and data centres have driven record revenues, while other parts of the electronics industry continue to face a very different reality.
Since then, the market has continued to evolve. AI investment remains strong, memory pricing has accelerated, inventories have begun to normalise in some segments, while geopolitical tensions, tariffs and regional manufacturing strategies continue to reshape global supply chains.
These developments raise new questions. Have the trends identified earlier this year become more visible? Are AI-driven markets still pulling away from the rest of the industry? Which segments are showing the strongest signs of recovery? And what signals are pointing to the next phase of the semiconductor cycle?
These questions will be at the centre of a live discussion at Evertiq Expo Gothenburg on 17 September, where Dennis Dahlgren, Senior Editor at Evertiq, will be joined by Sebastian Blom, Sales Manager at Rotakorn Electronics AB, for a conversation titled "Semiconductor market update: Trends, demand and what's next."
Drawing on daily market intelligence and close contact with the electronics industry, the discussion will examine where the semiconductor market stands today. The speakers will explore current demand, shifting purchasing patterns, inventory developments and the trends expected to shape the industry in the months ahead.
The conversation also builds on discussions held during earlier Evertiq Expo events, where industry experts examined the structural changes reshaping the semiconductor landscape. As the year progresses, Gothenburg provides an opportunity to revisit those themes with fresh market insights, assess which predictions are beginning to materialise and identify the challenges that continue to influence the broader electronics industry.
Registration for Evertiq Expo Gothenburg is now open.
