Copper, gold, silver, platinum–palladium: What’s next for the electronics industry? October 28, 2025 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.
SCHMID Group wins major equipment orders for AI server PCB production October 23, 2025 SCHMID Group has secured two major orders for production equipment used in PCB for AI server applications, the company announced.
Micron: "China remains an important market" October 21, 2025 US semiconductor company Micron has responded to recent reports suggesting it may leave the Chinese data center market.
GlobalWafers opens new 300mm wafer plant in Italy October 16, 2025 Taiwanese semiconductor company, GlobalWafers, has officially inaugurated FAB300, a new 300mm semiconductor wafer manufacturing facility at MEMC Electronic Materials in Novara, Italy. The company describes the site as one of Europe’s most advanced and fully integrated silicon wafer fabs.
Global 300mm fab equipment spending to reach $374B by 2028 October 09, 2025 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.
Samsung partners with OpenAI to boost global AI infrastructure October 03, 2025 This collaboration will bring together the collective strengths of Samsung companies across semiconductors, data centers, shipbuilding, cloud services and maritime technologies.
Kioxia and Sandisk start operations at new Kitakami fab October 02, 2025 Kioxia and Sandisk have started operations at a new semiconductor fabrication facility in Kitakami, Japan, aimed at producing advanced flash memory for applications including artificial intelligence.
DRAM module revenue up 7% in 2024, driven by tight supply and restocking October 01, 2025 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.
SK hynix introduces ‘industry’s first’ commercial High NA EUV September 04, 2025 The TWINSCAN EXE:5200B, the first model for volume production of ASML’s High NA EUV product line, enables printing of transistors 1.7 times smaller and achievement of transistor densities 2.9 times higher, compared with the existing EUV system, with a 40% improvement in the NA to 0.55 from 0.33.
Samsung, SK Hynix lose US waiver on chip gear for China use September 01, 2025 Samsung manufactures about 35-40% of its total NAND flash memory chips at its plant in Shaanxi, while SK Hynix produces about 40% of its DRAM in Jiangsu and 20% of NAND flash chips in Liaoning.
Toshiba and SICC team up on SiC power semiconductor wafers August 28, 2025 Toshiba Electronic Devices & Storage Corporation and SICC have signed a memorandum of understanding (MOU) to explore collaboration on SiC power semiconductor wafers, the companies announced.
Suzuki to invest $8 billion in India, starts EV production August 27, 2025 Suzuki’s Hansalpur plant in Gujarat, from where the company will be making its first e VITARA SUVs, is expected to become one of the world’s largest automobile manufacturing hubs with a planned capacity of 1 million units.
SK hynix begins mass production of 321-layer QLC NAND flash August 27, 2025 To maximize the cost competitiveness of its new product, SK Hynix developed a 2Tb device with double the capacity of existing solutions. To address potential performance degradation in large-capacity NAND, the number of planes was increased from 4 to 6.
Global silicon wafer shipments increase 10% YoY in 2Q25 August 06, 2025 SEMI reports that worldwide silicon wafer shipments increased 9.6% year-on-year to 3,327 million square inches (MSI) from the 3,035 MSI recorded during the same quarter of 2024.
Farnell strengthens partnership with Toshiba August 05, 2025 Farnell has strengthened its long-standing partnership with Toshiba by introducing a range of new Toshiba products now available through Farnell Japan.
SkyWater Technology announces IP license agreement with Infineon August 04, 2025 This new IP enables customers to design and build high-reliability mixed-signal SoCs entirely within a secure US supply chain. It will be released through SkyWater’s S130 platform.
European components distribution slowdown continues in 2nd quarter July 31, 2025 Semiconductor distribution sales in Europe experienced a significant decline of 14%, amounting to €2.20 billion. Among the major countries, Austria faced again the steepest drop with a decrease of almost 37%, followed by France with a reduction of 20%.
SK Hynix reports record jump in profit as demand for AI chips soars July 24, 2025 SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
Guys, can we please stop inflating orders? July 10, 2025 We are all aware that the semiconductor industry is highly volatile. But that’s not just because of the market itself; in fact, a substantial part is self-inflicted. Because, in times of shortages, companies panic and place inflated orders with multiple manufacturers or suppliers. We see the same thing happening again now with DDR4. Samsung, which captures about half of the DRAM market, has announced that it will wind down its DDR4 production by the end of 2025. This is causing a ripple effect that we have seen time and again.
Toshiba develops tech to reduce losses in SiC trench MOSFETs, SiC SBDs July 07, 2025 These advances are expected to greatly improve the reliability and efficiency of devices used in power conversion applications, such as electric vehicles and renewable energy systems.
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.
Kaga Toshiba and Himeji Semiconductor introduce off-site PPA model July 04, 2025 Toshiba Devices & Storage Group is promoting measures to advance the achievement of carbon neutrality. It aims to achieve net-zero greenhouse gas emissions from all its manufacturing sites by fiscal year 2030.
SkyWater Technology completes acquisition of Fab 25 July 04, 2025 By adding approximately 400,000 wafer starts per year in capacity, Fab 25 brings meaningful scale to SkyWater’s exclusively US-based, pure-play foundry operation and enables SkyWater to enhance its advanced technology services (ATS) offering by incorporating the site’s current capabilities.
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.
Toshiba introduces 2-channel automotive high-speed digital isolators July 02, 2025 The devices ensure the safety and reliability of the on-board charger (OBC) and battery management system (BMS) used in hybrid electric vehicles (HEVs) and electric vehicles (EVs).
Oracle, AMD partner to enhance performance for AI and agentic workloads July 01, 2025 Oracle will offer zettascale AI clusters accelerated by the latest AMD Instinct processors with up to 131,072 MI355X GPUs to enable customers to build, train, and inference AI at scale.
Micron reports record 3Q revenue, projects continued growth in Q4 June 26, 2025 Micron Technology reported record revenue of USD 9.30 billion for the third quarter of its fiscal 2025, marking a significant sequential and year-over-year increase as demand for AI-related memory solutions continues to accelerate.
Report: Crusoe to buy $400M worth of AMD chips for AI data centers June 13, 2025 The 13,000 AMD MI355X chips Crusoe plans to purchase include high-bandwidth memory, making them suitable for running AI applications.
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.
Micron commits $200B to US DRAM and AI memory manufacturing June 12, 2025 Micron Technology will expand its US investment to approximately USD 150 billion in memory manufacturing and USD 50 billion in R&D, marking one of the largest semiconductor initiatives since the CHIPS Act.
India approves Micron’s $1.5 billion Gujarat SEZ proposal June 10, 2025 US semiconductor company Micron Technology will set up its SEZ facility in Sanand, Gujarat, while Indian diversified contract manufacturer Aequs will set up its SEZ in Dharwad, Karnataka.
China’s GigaDevice opens global headquarters in Singapore June 05, 2025 This strategic move marks a major milestone in GigaDevice’s international growth journey, underscoring its commitment to closer customer engagement, building a resilient and agile supply chain, and strengthening its ecosystem and brand presence across key global markets.