Evertiq Expo Gothenburg 2026 – AI, shortages and the EMS market in focus September 18, 2026 Evertiq Expo brought 908 people from 456 companies to Svenska Mässan in Gothenburg on 17 September. 496 visitors from 307 companies were welcomed by 149 exhibiting companies. The day featured a broad conference programme covering the semiconductor market, component management, circularity and the evolving EMS industry.
Evertiq Expo Gothenburg: Europe's 100 largest EMS companies revealed September 18, 2026 When Mareike Haass took to the stage at Evertiq Expo in Gothenburg on September 17, she presented what in4ma describes as the first complete ranking of Europe's 100 largest EMS companies, built on data sourced directly from national company registers and the companies themselves. The full list is now available.
Mareike Haass – Europe's top 100 EMS companies unveiled September 15, 2026 Analytics firm in4ma is publishing its first dedicated ranking of Europe's 100 largest EMS companies, built on a new database with figures going back to 2020. Around 85% of all data was sourced directly from national company registers and from the companies themselves. The ranking will be presented at Evertiq Expo Gothenburg on September 17 by Dr. Mareike Haass.
Hyperscalers are reshaping electronics manufacturing – what does it mean for Europe? September 14, 2026 When four companies commit to USD 700 billion in investments in a single year, manufacturing capacity follows the money. That is the central finding of the research in4ma and EMSNOW have presented throughout 2026 — and the starting point for Mareike Haass of in4ma when she takes the stage at Evertiq Expo Gothenburg on September 17.
Sweden risks falling behind on circular electronics September 11, 2026 There is a gap between ambition and action on circularity in the Swedish electronics industry, according to Elisabet Österlund, Secretary General of Svensk Elektronik. For circularity to become more than a sustainability talking point, stronger incentives are needed from both industry and government.
Swedish electronics manufacturing under the microscope – again September 10, 2026 In May, Evertiq mapped Sweden's 20 largest EMS providers at Evertiq Expo Lund. The ranking was built on a database constructed from scratch — more than 750 companies were reviewed one by one, with 77 qualifying. The presentation landed well, but the conversations that followed were the most valuable part.
Micron faces strike threat in Taiwan over bonus dispute September 09, 2026 Labour unions representing nearly two-thirds of Micron Technology's Taiwan workforce are threatening to strike unless the US memory chip maker changes how it distributes profits to employees, Reuters reports. More than 80% of union members who took part in an internal survey in August backed strike action.
Volkswagen's Osnabrück plant to be converted into defence manufacturing hub September 08, 2026 Volkswagen has reached an agreement with the State of Lower Saxony and investment firm Aurelius Capital on the potential sale of its Osnabrück plant. The site, where vehicle production is being phased out in summer 2027, is planned to be gradually developed into a competence centre for security and defence solutions.
PCB material shortages intensify as AI infrastructure absorbs laminate capacity September 08, 2026 While the semiconductor supply chain has dominated industry attention in recent years, a parallel bottleneck has been building in PCB base materials. AI data centre expansion is absorbing large quantities of high-grade laminates, leaving less capacity available for traditional industrial and automotive applications, according to a joint market analysis by STARTEAM GLOBAL and Würth Elektronik.
Semiconductors, circularity and EMS strategy in focus in Gothenburg September 07, 2026 Evertiq Expo Gothenburg takes place on September 17 and brings together the Swedish and Nordic electronics industry for a full day focused on the semiconductor market, component management, PCB manufacturing and how the global EMS industry is changing.
Chinese court freezes Nexperia assets worth €270 million September 03, 2026 A Chinese court has ordered the freezing of equity interests in five Nexperia subsidiaries in China, valued at approximately CNY 2.14 billion, approximately EUR 274 million. The order was obtained by Wingtech, Nexperia's Chinese parent, in connection with an ongoing lawsuit seeking CNY 8 billion in damages.
Semiconductor obsolescence is becoming a structural problem September 02, 2026 The gap between how long electronics manufacturers need their products to last and how long component makers are willing to keep producing them is widening. For industries like aerospace, medical and defence – where a product can be in service for twenty or thirty years – the shift toward consumer-driven semiconductor lifecycles is creating a slow-moving crisis that is only now getting the attention it deserves.
Kitron to build new factory in Denmark September 01, 2026 Kitron plans to build a new 8,850 square-metre factory for its Danish operations in Horsens, replacing its current site in the same city. Construction is expected to begin in January 2027, with the facility ready for operation in early 2028.
Beyond the headlines: a live semiconductor market conversation in Gothenburg August 26, 2026 The semiconductor market is moving fast – but the headlines and numbers only tell part of the story. Prices are increasing, lead times are stretching, and geopolitics is reshaping how companies think about sourcing. What's harder to see from the outside is how all of this is playing out in practice: in customer behaviour, in order flows, in the conversations that happen daily between distributors, manufacturers and buyers.
Memory to account for 68% of cloud giant CapEx by 2027 August 26, 2026 DRAM and NAND Flash combined will account for 47% of major cloud service providers' total capital expenditure in 2026, rising to 68% in 2027, according to TrendForce. The shift reflects both soaring memory contract prices and surging procurement demand for AI infrastructure.
Oura faces lawsuit over sleep tracking accuracy claims August 26, 2026 Finnish smart ring maker Oura is facing a proposed class action lawsuit filed in a US federal court on August 20 by California law firm Clarkson Law Firm. The lawsuit alleges that the company's marketing claims about its sleep tracking capabilities are false and misleading.
Kitron opens new production facility in Norway as defence demand surges August 25, 2026 Kitron has officially opened its new production facility at Longum outside Arendal in Norway, adding approximately 7,500 square metres of manufacturing space. Together with the existing Kilsund site nearby, the two facilities employ approximately 550 people.
TTM Technologies acquires Epiq Solutions for $1.1 billion August 18, 2026 TTM Technologies has entered into a definitive agreement to acquire Epiq Design Solutions, a provider of software-defined radios, high-performance RF products and space compute solutions for defence and signals intelligence applications. The all-cash purchase price is USD 1.1 billion.
Has the semiconductor market changed since spring? August 11, 2026 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.
Understanding semiconductor datecodes in long-lifecycle electronics August 04, 2026 The electronics industry has spent years learning to fear shortages, counterfeit components and end-of-life notices. But according to Ronny Nietzsche, Regional Sales Manager Nordic-Baltic Region at Rochester Electronics, another issue may be quietly shaping purchasing decisions — an outdated understanding of semiconductor date codes.
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.
FR 4 base materials: shortages, price increasing and allocations July 29, 2026 Why PCB procurement strategies should be reviewed?
AI data centres are consuming PCBs – Chinese lead times stretch to 2028 July 28, 2026 In an interview with Evertiq, Didrik Bech, board member of PCB supplier Confidee, described how the AI infrastructure boom is creating an unprecedented demand for materials, resulting in supply shortages that could reshape market conditions across several European industries.
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.
Automation without perfection: How intelligent robots can handle HMLV manufacturing July 21, 2026 Traditional automation performs best in a highly organised environment. Products must always arrive in the same position, production lines need to maintain a fixed rhythm, and individual tasks should remain predictable and repetitive. However, the European electronics industry is increasingly operating under completely different conditions. Short production runs, frequent product changes, component shortages and unpredictable order schedules can make a factory resemble a living organism rather than a precisely calibrated machine. Speaking at Evertiq Expo Kraków 2026, Piotr Owczarek, CEO of AiRob, argued that machine vision, 3D modelling and artificial intelligence could make robots better suited to this complex environment.
Electronic components market: A crisis gathering momentum July 20, 2026 Artificial intelligence, geopolitical tensions, rising raw material prices, and increasingly longer delivery times create a combination of factors that could make life much more difficult for electronics manufacturers.
10 years on – Brexit and the “new normal” July 15, 2026 A decade after the UK voted to leave the European Union, the EMS and CEM sector is still adapting to the consequences. Brexit realised many fears around supply-chain disruption, labour shortages and regulation, but it also accelerated structural change and pushed companies to modernise operations.
Europe is falling behind – and there is no plan July 10, 2026 During Evertiq Expo Berlin, in4ma's Dieter Weiss and Maraike Haas, alongside EMSNOW's Eric Miscoll, had just presented five years of data showing Asia lapping Europe in EMS growth. Off stage, they went further.
It's gotten worse – and the memory market isn't done yet July 09, 2026 Two months ago, at Evertiq Expo Zürich, Nikolaos Florous left little room for optimism. Tight memory market conditions would persist, he said — and things would likely get worse before they got better.
Europe holds a 2.5% share of a market it helped build July 08, 2026 New data from in4ma and EMSNOW puts the global EMS and ODM industry at USD 820 billion for 2025 – and Europe's share of that figure is shrinking in relative terms even as the continent's largest players post revenue growth.
Micron breaks ground on new cleanroom at Hiroshima facility July 07, 2026 Micron Technology has broken ground on a new cleanroom at its manufacturing facility in Higashi-Hiroshima, Japan. The first phase covers approximately 300,000 square feet and is intended to strengthen Micron's advanced memory manufacturing capacity to meet growing AI demand. Equipment move-in is scheduled for the second half of 2028.