Evertiq - First In Electronics News & Expo

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PCBs

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.

Interview-sebastian-blom-2025

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.

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Kingboard-Laminate

August 19, 2026
The PCB industry's material shortage is no longer confined to advanced laminates. According to a market update from Norwegian PCB supplier Confidee, the shortage has now spread to standard FR-4 and thicker copper-clad laminates – and conditions are not expected to ease through 2026 or into 2027.

Didrik-PCB

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.

SLC_NAND

July 16, 2026
Meanwhile, demand for SLC NAND continues to grow in AI edge computing, data centers, and automotive electronics, causing the supply-demand gap to widen quickly, TrendForce notes.

Bexit-line-between-uk-eu

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.

Phil-Stoten

July 13, 2026
Europe's printed circuit board industry is having a moment. Defence spending is up, AI is driving demand, and policymakers are finally talking about electronics as strategic infrastructure. But as I discovered in a recent EMS@C-Level conversation with Vytautas Ilgunas, Chief Commercial Officer at TLT PCB, and Raymond Goh, Chief Operating Officer at Confidee, the comeback is running headfirst into a supply chain that we spent the last two decades hollowing out. The demand is real. The capacity to serve it, particularly in materials, is not.

Nikolaos-Florou-presentation-Berlin

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.

expo-Berlin-2026-020

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.

expo-Berlin-2026-01

June 22, 2026
Evertiq Expo Berlin 2026 took place on June 18 at TEC Event Campus in Berlin's Siemensstadt district – a new venue for the event, which previously called Technology Park Berlin Adlershof home. The day brought together 328 people from 199 companies, with 163 visitors meeting 78 exhibiting companies.

pcb

June 03, 2026
The war in the Middle East has disrupted supplies of raw materials used in PCBs and pushed prices sharply higher, compounding cost pressures that were already building across the electronics industry, according to industry sources and executives cited by Reuters.

Marco-Mezger-2026

June 03, 2026
For years, memory sourcing followed a familiar logic. Buyers negotiated hard, and, when prices rose, trusted that the cycle would eventually rebalance. That approach worked – until it didn’t.

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v-nand-8-gen

May 26, 2026
The combined revenue of the world's five largest NAND Flash suppliers jumped 83.7% quarter-on-quarter in the first quarter of 2026, surpassing USD 38.9 billion. Surging demand for enterprise SSDs from AI infrastructure buildout, combined with constrained supply, pushed prices well above expectations, according to TrendForce.

Zurich-2026-Nick-presentation

May 08, 2026
Nikolaos Florous of Memphis Electronic delivered a data-heavy, at times bluntly honest overview of the global memory market at Evertiq Expo Zürich – and his central message was uncomfortable: the rules have changed, and most of the industry is still playing by the old ones.

pile-of-wafers

May 07, 2026
A structural shift in the global mature-node foundry market is underway, according to research from TrendForce. Capacity cuts, surging demand for AI power components, and TSMC's planned reallocation are combining to push utilisation rates toward 90% — and set the stage for price increases.

Claude-Loeffen

April 15, 2026
Europe is investing heavily in semiconductors. New fabs are being planned, public funding is flowing, Chips Act 2.0 is on its way and long-term initiatives are taking shape. But there’s a more basic question that doesn’t seem to get asked enough: Even if all of this gets built, who is going to run it?

PCB-world_2

April 02, 2026
The semiconductor market has been sending mixed signals for some time now. Headline numbers suggest a return to growth, and in some segments even a strong rebound. At the same time, when looking more closely at how this growth is distributed, it becomes increasingly difficult to describe it as broad-based or evenly shared across the industry.

March 17, 2026
SK Group Chairman Chey Tae-won said the global shortage of semiconductor wafers could last until 2030, as demand driven by artificial intelligence continues to outpace supply, according to Reuters.

pcb

March 12, 2026
Lead times for PCBs are increasing as shortages of key base materials and rising demand from AI infrastructure place growing pressure on the global supply chain. This is according to German PCB manufacturer ILFA GmbH.

2Raymond-Goh

March 04, 2026
The global shortage of glass fiber cloth is continuing to drive significant constraints in PCB laminate availability.

Flagship-Building-Yokohama-Technology-Campus

March 04, 2026
The global NAND Flash market extended its recovery in the fourth quarter of 2025, supported by accelerating AI infrastructure deployments, according to new figures from TrendForce. Combined revenue for the top five NAND Flash suppliers rose 23.8% QoQ to USD 21.17 billion in 4Q25.

Expo-waw25-05

February 27, 2026
At Evertiq Expo Warsaw on 23 October 2025, Mareike Haass of market research firm in4ma and Christoph Solka of the Global Electronics Association presented new data showing a European EMS industry still struggling to recover from a sharp post-pandemic correction.

Headquarters

February 23, 2026
Phison, a major manufacturer of controller chips for SSDs and other flash memory devices, has warned that the ongoing global RAM shortage could impact the entire industry in 2026.

DRAM5-products

February 02, 2026
The global memory market is heading toward historically sharp price increases in the first quarter of 2026, according to a new forecast from market research firm TrendForce.

column-Dennis3

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.

man-with-chip

November 07, 2025
The semiconductor industry is back in the mainstream spotlight. Unfortunately, that usually happens during times of volatility, shortage, and turmoil.

DRAM5-products

October 30, 2025
TrendForce’s latest investigations show that server DRAM contract prices are strengthening in 4Q25, driven by ongoing data centre expansion among global CSPs.

HDD

October 14, 2025
TrendForce’s latest investigations reveal that the surge in AI inference applications is creating a strong need for real-time data access and rapid processing of large data sets. As such, both HDD and SSD suppliers are expanding their high-capacity storage options.

Budapest-team

August 12, 2025
UK-based chipmaker EnSilica has opened a new mixed-signal ASIC design centre in Budapest, Hungary, expanding its presence in the EU.

Evertiq-IM-Alistair-Jones

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.

Expo-Factronix-interview

June 02, 2025
As the electronics industry faces growing pressure to improve sustainability and resource efficiency, Germany’s Factronix is promoting component reclaim and reuse as a viable path forward.

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