Confidee's answer to shortages: full transparency and the freedom to cancel orders July 30, 2026 As material shortages push lead times for advanced printed circuit boards towards 2028, four-year-old PCB supplier Confidee has built its strategy around the opposite of locking customers into rigid commitments: complete transparency and a clear policy allowing customers to cancel or rebalance production without damaging the relationship. That is according to board member Didrik Bech.
AI infrastructure boom reshapes electronics supply chain, says in4ma July 29, 2026 The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.
The ESG bottleneck: finding time for hands-on implementation July 28, 2026 For Europe's electronics manufacturers, sustainability has become far more than a long-term ambition. Customer questionnaires, ESG platforms and an expanding regulatory framework are rapidly becoming part of everyday business, requiring companies not only to improve their environmental performance but also to demonstrate it through an increasing number of reporting frameworks.
Apple overtakes Nvidia again to become the world's most valuable company July 22, 2026 Apple has once again become the world's most valuable publicly traded company - according to Reuters. The iPhone maker has overtaken Nvidia, which had held the top spot for nearly a year thanks to the artificial intelligence boom. Apple is now valued at about USD 4.88 trillion.
Apple to spend $30 billion on US-made chips from Broadcom July 09, 2026 The new agreement will lead to the production of more than 15 billion US-made chips and enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a USD 1.5 billion capital expenditure investment.
US import ban on Innoscience's GaN products confirmed after presidential review July 07, 2026 The US International Trade Commission's final determination against Innoscience has been upheld following the conclusion of the presidential review period. The ruling confirms that Innoscience infringes an Infineon patent covering GaN technology, resulting in import and sales bans on the infringing products in the United States.
Infineon wins two more patent cases against Innoscience in Germany June 23, 2026 A Munich district court has ruled in favour of Infineon Technologies in two further patent infringement cases against Chinese GaN manufacturer Innoscience. It is the third and fourth legal defeat for Innoscience in an ongoing series of proceedings across Germany and the United States.
Bosch to pay $36 million penalty for unlicensed shipments to Huawei June 23, 2026 Robert Bosch GmbH has agreed to pay a USD 36 million penalty to the US Bureau of Industry and Security after shipping MEMS sensor products and software to Huawei and its affiliates without the required export licence. The shipments took place between September 2020 and September 2024.
Samsung wage talks collapse with strike deadline one week away May 14, 2026 Samsung Electronics has urged its South Korean labour union to resume wage negotiations, after government-mediated talks collapsed — leaving an 18-day strike from May 21 as a real and immediate threat, Reuters reports.
Luxshare raises stake in Leoni to 74.9% May 06, 2026 Chinese manufacturer Luxshare has acquired an additional 24.8% stake in German cable and wiring systems supplier Leoni AG, increasing its shareholding from 50.1% to 74.9%.
Tim Cook to step down as Apple CEO, John Ternus to take over April 21, 2026 Apple CEO Tim Cook will step down from his role on September 1, 2026, with John Ternus appointed as his successor.
Japan approves extra $4 billion for chipmaker Rapidus April 13, 2026 Established in 2022, Rapidus has secured funding from both the public and private sectors. It is aiming to mass-produce cutting-edge chips using 2-nanometer technology by 2027.
From global dependence to local ambition – Apple’s supply chain shift March 20, 2026 With advanced semiconductor manufacturing still heavily concentrated in Taiwan, geopolitical tensions are forcing companies like Apple to reassess their supply chain strategies. The question is no longer if diversification is needed, but how quickly it can be achieved.
Samsung workers approve strike plan amid bonus dispute March 18, 2026 Unionised workers at Samsung Electronics in South Korea have voted to authorise a strike, escalating a dispute over bonuses and raising concerns about potential disruption to global semiconductor supply, according to Reuters.
Trafigura signs offtake agreement with Smackover Lithium March 13, 2026 Under the agreement, Trafigura will purchase 8,000 metric tonnes per year of lithium carbonate over a 10-year period, totalling 80,000 tonnes, with deliveries beginning at the start of commercial production.
Apple to begin Mac mini production in Houston, expand AI server manufacturing February 25, 2026 Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.
Sharp to halt Kameyama K2 LCD plant in August February 13, 2026 Sharp plans to halt production at its Kameyama K2 facility, a Gen 8 LCD plant in Japan, from August 2026 and is seeking a potential buyer for the site, according to TrendForce. The decision could lead to short-term supply disruptions for Apple IT panels and e-paper applications.
Applied Materials to pay $252 million over illegal exports to China February 13, 2026 Applied Materials has reached a settlement with the US Department of Commerce’s Bureau of Industry and Security (BIS) over alleged violations of export regulations. The company will pay USD 252.5 million, the second-highest penalty ever imposed by BIS.
Memory price surge threatens global smartphone production in 2026 February 11, 2026 Global smartphone production is expected to decline sharply in 2026 as rising memory prices increase retail costs and weigh on end demand, according to research from TrendForce. Total output is forecast to fall 10% year-on-year to approximately 1.135 billion units.
Texas Instruments to acquire Silicon Labs for $7.5B February 04, 2026 Texas Instruments has signed a definitive agreement to acquire Silicon Labs in an all-cash transaction valuing the wireless connectivity specialist at approximately USD 7.5 billion.
Kioxia and Sandisk extend Yokkaichi joint venture to 2034 February 04, 2026 Kioxia Corporation and Sandisk Corporation have extended their joint venture agreements covering Kioxia’s Yokkaichi flash memory manufacturing plant in Japan by five years, pushing the expiry date to December 31, 2034.
Can memory manufacturing return to Germany? Neumonda lays out its case January 29, 2026 When German memory company Neumonda talks about bringing semiconductor memory manufacturing back to Germany, it sparks curiosity — not about the technology itself, but about the scale, the investment needed, and whether it’s actually possible.
IonQ to acquire SkyWater in a $1.8B deal January 27, 2026 US quantum computing company IonQ has entered into a definitive agreement to acquire US-based semiconductor foundry SkyWater Technology in a cash-and-stock transaction valuing SkyWater at approximately USD 1.8 billion.
Global smartphone shipments rise 4% in Q4 2025, led by Apple January 15, 2026 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.
Global semiconductor revenue grew 21% in 2025, Nvida leads the market January 13, 2026 Worldwide semiconductor revenue reached USD 793 billion in 2025, up 21% from 2024, according to preliminary results from Gartner.
The deconstruction of a Semiconductor Cycle December 16, 2025 What can be learned from the Q3-25 results of the Semiconductor Industry?
Report: Foxconn subsidiary plans to expand production in Vietnam December 03, 2025 The company also plans to increase its phone manufacturing capacity by 30 million units to a total of 140 million units annually, and produce charging devices for smart rings.
Europe dreams of sovereignty – but its PCB industry is disappearing in plain sight December 02, 2025 When the EU launched the Chips Act, it wrapped the announcement in a familiar promise: technological sovereignty. More fabs, more capacity, and more control over the strategic products and semiconductors that will power Europe’s future.
DigiKey: industry in transition as AI, reshoring and supply stability reshape the market November 19, 2025 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.
DeepX: the future of Edge AI is low-power, on-device and closer to Europe than ever November 18, 2025 At this year’s Evertiq Expo in Warsaw, the conversation around AI hardware took a decidedly practical turn. While much of the global industry continues to debate cloud capacity and data-centre expansion, Korean AI chipmaker DeepX argues that the next wave of innovation will not come from hyperscale infrastructure — but from devices, robots and systems that run their intelligence locally.
AMD completes sale of ZT Systems manufacturing unit to Sanmina October 27, 2025 AMD has completed its divestiture of the ZT Systems US-headquartered data center infrastructure manufacturing business to Sanmina.
Worldwide PC shipments grew 8.2% in 3Q25 October 22, 2025 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.