One in a Million. People used to be our greatest strength
July 07, 2025
In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
Report: Is Intel’s CEO exploring major shift in chip manufacturing business?
July 03, 2025
According to this new plan, outside customers would be offered a newer generation of technology, which is expected to be more competitive against Taiwan’s TSMC in Intel’s attempt to woo customers like Apple or Nvidia, the Reuters report said.
Navitas partners with Powerchip for 200mm GaN production in Taiwan
July 02, 2025
Navitas Semiconductor has announced plans to start 200mm GaN-on-silicon production in collaboration with Powerchip Semiconductor Manufacturing Corporation (PSMC), marking a new phase in the company's supply chain and technology strategy.
Claus Aasholm: “The semiconductor cycle is broken”
July 02, 2025
During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.
Semiconductor foundry landscape to transform by 2030
June 25, 2025
Market intelligence and analyst firm Yole Group explores the status of the semiconductor foundry in its latest report – digging deep into the geopolitical, economic, and capacity realignments setting the stage for the foundry industry.
IPC becomes Global Electronics Association
June 24, 2025
The organization known as IPC – originally the Institute of Printed Circuits – is changing its name to the Global Electronics Association, and unveils a new study on the electronics industry.
Canatu receives purchase order for semiconductor inspection membranes
June 20, 2025
Finnish company Canatu is a supplier of inspection membranes for EUV mask inspection. The use of these membranes reduces damage to EUV optics and enhances quality control during EUV mask inspection.
Trymax installs 500th process chamber in Asia
June 17, 2025
Trymax Semiconductor Equipment has reached a key milestone with the installation of its 500th process chamber in Asia. The Dutch company, known for its plasma- and UV-based solutions for semiconductor manufacturing, reported continued demand from regional markets including China, Taiwan, South Korea, Malaysia, and the Philippines.
Taiwan adds China’s Huawei and SMIC to export control list
June 16, 2025
The two Chinese companies, who are already on a US trade blacklist, have been put on Taiwan’s “Strategic High-Tech Commodities Entity List” together with many of their international subsidiaries.
TSMC, University of Tokyo open joint lab to boost chip research
June 16, 2025
Together, TSMC and UTokyo aim to promote cutting-edge research and development in semiconductor technologies, generate innovative solutions, and cultivate semiconductor talent.
Trump's first onshoring win isn’t the iPhone – it's the AI server
June 12, 2025
As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
RIR expands manufacturing of 1200V SiC diodes in collaboration with PASC
June 11, 2025
Besides serving existing domestic Indian and US customers, shipping from Taiwan also provides improved access to strategic high-growth markets for SiC devices in the South East Asian region.
Mycronic’s Global Technologies acquires Surfx Technologies
June 10, 2025
Swedish high-tech company Mycronic's Global Technologies division has acquired Surfx Technologies, a US-headquartered provider of atmospheric plasma solutions used in advanced electronics manufacturing, including semiconductor processing and packaging.
SEMI: Global chip equipment billings up 21% in Q1 2025
June 10, 2025
Global semiconductor equipment billings reached USD 32.05 billion in the first quarter of 2025, marking a 21% increase compared to the same period in 2024, according to the latest Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report published by SEMI.
ERS electronic opens demonstration centre in Taiwan
June 10, 2025
ERS electronic GmbH has opened a new demonstration centre in Zhubei, Taiwan, aimed at supporting the rising demand for panel-level packaging (PLP) in the region.
WIN announces linearity optimized 0.12µm GaN power process
June 06, 2025
Engineered for demanding high-power applications across K-Band to V-Band frequencies, NP12-1B delivers industry leading high power front end solutions with exceptional linearity, ruggedness, and reliability for next-generation RF and microwave systems.
Semiconductor outlook: typical Q1, but atypical shifts ahead
May 21, 2025
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical seasonality for several industry segments as the year progresses, reports SEMI.
Chemical mechanical planarization market to reach $10.5B by 2035
May 13, 2025
This upward trajectory is driven by the increased complexity in semiconductor architectures, growing demand for miniaturized electronic components, and the expanding integration of advanced node technology across the microelectronics industry.
Mitsubishi Motors and Foxtron sign MOU for OEM supply of EV
May 12, 2025
The EV model to be supplied to Mitsubishi Motors as an OEM model will be developed by Foxtron, manufactured in Taiwan by Yulon Motor, and introduced in the Oceania region (Australia and New Zealand) in the second half of 2026.
Partstat, WIN team up to enhance chip storage solutions
May 12, 2025
The partnership between US-based Partstat and Taiwan’s WIN Semiconductors combines Partstat’s expertise in inventory management and storage with WIN’s advanced semiconductor manufacturing capabilities.
Global semiconductor materials market posts $67.5B in 2024 revenue
April 29, 2025
Global semiconductor materials market revenue increased 3.8% to USD 67.5 billion in 2024, reports SEMI.
Report: Intel set to cut 20% of its workforce
April 23, 2025
Over 20,000 employees are poised to lose their jobs. The move was described by sources to Bloomberg as an attempt by new CEO Lip-Bu Tan to streamline management and rebuild an engineering-driven culture.
Taiwan passes law to boost tax credits for AI investments
April 23, 2025
The boost in tax credits for businesses investing in artificial intelligence (AI) aims to solidify the island’s position as an AI innovator in Asia.
Google unveils pioneering geothermal plant initiative for Taiwan
April 22, 2025
Google has released details of a 10MW geothermal energy plant to fuel AI chip production in Taiwan, signaling an enormous green innovation.
Intel CEO Lip-Bu Tan restructures leadership team, names new AI chief
April 21, 2025
Sachin Katti, the new chief technology officer and AI head, will succeed CTO Greg Lavender, who is retiring from Intel, the Reuters report said.
AI, embargoes, and the end of the chip cycle
April 16, 2025
The well-known four-year ebb and flow of the semiconductor industry is over. Political decisions and ambitions challenge the economic logic of supply and demand. Subsidies, embargoes and the AI revolution are now dictating the investment decisions while China plays the long game.
Nvidia expects $5.5 billion hit as US restricts chip sales to China
April 16, 2025
Nvidia said the US government informed the chipmaker that the H20 chip needs a permit to be sold to China. The license requirement for H20 chips would be in effect “for the indefinite future.”
New tariffs on semiconductors are on the way, warns Trump
April 14, 2025
US Commerce secretary Howard Lutnick said President Donald Trump would impose “a special focus-type of tariff” on smartphones, computers and other electronics products within a month or two.
Global semiconductor equipment billings surged to $117B in 2024
April 10, 2025
Worldwide sales of semiconductor manufacturing equipment increased 10% to USD 117.1 billion in 2024 from USD 106.3 billion in 2023, SEMI reports reported today.
Intel, TSMC agree to form chipmaking joint venture
April 04, 2025
TSMC had recently pitched Nvidia, AMD and Broadcom to take stakes in a JV that would operate Intel’s factories after the US administration requested the Taiwanese chipmaker to help turn around the struggling US company.
Global fab equipment investment expected to reach $110B in 2025
April 03, 2025
Global fab equipment spending for front-end facilities in 2025 is anticipated to increase by 2% YoY to USD 110 billion, marking the sixth consecutive year of growth since 2020, SEMI reports.
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