Incap grows revenue but margins tightens in Q1 April 30, 2026 Finnish EMS provider Incap reported revenue growth of 7.3% in the first quarter of 2026, but profitability fell sharply as component availability issues, foreign exchange headwinds, and acquisition-related costs weighed on the result.
Aspocomp reports record-high order book as revenue dips in Q1 April 29, 2026 Finnish PCB manufacturer Aspocomp closed the first quarter of 2026 with its highest-ever order book, even as revenue and profitability declined against a strong comparison period.
Evertiq Expo Zürich 2026 – highlights in pictures April 29, 2026 Evertiq Expo made its debut in Zürich on April 23, bringing together the Swiss electronics industry for a day of networking, insights, and focused discussions.
Omdia lifts 2026 semiconductor outlook as AI-driven memory constraints intensify April 28, 2026 Omdia has significantly raised its 2026 semiconductor revenue forecast, now projecting growth of 62.7%, citing sustained AI-driven demand and tightening supply conditions in memory markets.
First Evertiq Expo Zurich just around the corner – industry experts to take the stage April 15, 2026 On April 23, Zurich will host the inaugural edition of Evertiq Expo Zurich, bringing together industry professionals for a day that moves between technology, manufacturing and market realities — often without clear boundaries between them.
Mind announces $500M financing to advance AI-powered robots March 23, 2026 California-based Mind Robotics, founded and led by Rivian CEO RJ Scaringe, operates with Rivian as a partner and major shareholder, providing a large data flywheel for training the models and an at-scale launch environment.
PCB lead times extend as material shortages and AI demand strain supply chains 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.
Memory and CPU price hikes could push notebook prices up by 40% March 10, 2026 Rising memory and CPU prices could significantly increase the retail price of mainstream notebook computers, according to new analysis from TrendForce.
AI server build-outs drive NAND revenue up 23.8% in 4Q25 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.
Strengthen PCB procurement in Europe – risks of Asian dependency February 27, 2026 Unilateral dependence on Asia for PCBs is a strategic risk. For six years, global geopolitics has been showing us more and more clearly that supply chains are fragile. The pandemic caused massive disruptions, semiconductor shortages led to allocations, the war in Ukraine exacerbated raw material uncertainties, and protectionist measures by the US and the deliberate isolation of Asian markets have made free global trade an illusion.
European EMS downturn continues as modest recovery eyed for 2026 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.
Anglia warns of longer lead times as market picks up February 10, 2026 Anglia Components is warning customers that lead times for certain electronic components are beginning to extend as market demand increases across the UK and Europe.
AI boom set to push memory revenues far beyond foundry market by 2026 February 09, 2026 The ongoing AI-driven investment cycle is expected to lift global semiconductor revenues to new highs by 2026, with the memory market growing to more than twice the size of the wafer foundry industry, according to new data from market research firm TrendForce.
Italy, France and Germany push EU towards critical minerals stockpiling February 05, 2026 Europe’s three largest economies are moving to place critical raw materials into the realm of strategic reserves, signalling that access to key industrial inputs is no longer viewed as a purely commercial matter.
Memory market 2026: scarcity, strategy, and security of supply January 16, 2026 The memory super cycle is no longer a forecast - it is a reality. Across all major financial institutions and industry media, we see the same message. 2026 will be defined by structural undersupply, especially in DRAM and NAND. Here’s what we are seeing.
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.
Chang Robotics partners with OTTO to advance automation December 22, 2025 This collaboration combines Chang Robotics’ expertise in deploying large-scale, complex robotic systems with OTTO’s AMR technology to deliver integrated solutions that enhance productivity, flexibility, and efficiency across North American production lines and warehouses.
The world reorders its minerals: rare earths at the close of 2025 December 19, 2025 As 2025 draws to a close, the rare earths and critical minerals sector no longer feels like a niche concern reserved for mining specialists and policy papers. It has become one of the quiet fault lines of the global technology economy. Not because the world suddenly ran out, but because access to them – predictable, affordable and politically neutral access – can no longer be taken for granted.
Rising memory prices force console makers to rethink pricing December 02, 2025 Rising memory prices are squeezing profit margins for game console makers, prompting TrendForce to revise downward its 2026 global shipment forecasts for the sector.
The European duo driving a greener electronics industry November 25, 2025 Stephan Theil, CEO of the German company Factronix, presented technologies and processes at Evertiq Expo Warsaw 2025 that can drastically reduce electronics manufacturing costs, carbon footprint and dependence on unstable supply chains.
Tokyo Electron completes Tohoku Production and Logistics Centre November 25, 2025 Tokyo Electron Ltd. (TEL) has completed construction of the Tohoku Production and Logistics Centre at its subsidiary, Tokyo Electron Technology Solutions, the company announced.
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.
Memory industry to maintain cautious capex in 2026 November 13, 2025 TrendForce’s latest investigations reveal that despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026.
China suspends ban on gallium and germanium exports to the US November 10, 2025 China has lifted the outright ban on exports of gallium, germanium, and antimony to the United States, the country’s Ministry of Commerce announced Sunday, according to Reuters.
Powering the world – How microchips are made November 07, 2025 The semiconductor industry is back in the mainstream spotlight. Unfortunately, that usually happens during times of volatility, shortage, and turmoil.
Critical Nexperia chip supply from China to be reinstated November 07, 2025 The Dutch government has announced that China will enable the resumption of shipments from Nexperia’s facilities in China, restoring the supply of critical semiconductors.
Nexperia Warns of China chip risks; German auto industry responds November 06, 2025 Nexperia has cautioned customers that it cannot guarantee the authenticity or quality of chips manufactured in China since October 13, Reuters reports. The Dutch semiconductor company said operations in its factories outside China remain unaffected.
Nexperia halts wafer supplies to China November 03, 2025 The latest development in ongoing tensions between Nexperia’s Netherlands headquarters and its Chinese subsidiary has led the company to suspend wafer shipments to its assembly plant in Dongguan, Guangdong province, according to a letter reviewed by Reuters – potentially worsening global chip shortages in the automotive sector.
Sharp partners with ARAV for remote control solutions using satellite October 24, 2025 Leveraging the design and communication technologies nurtured through smartphone development, Sharp is advancing the development of satellite communication user terminals that can establish high-quality, high-speed, and large-capacity networks.
Hitachi to acquire German data and AI services firm synvert October 20, 2025 This acquisition aims to accelerate the deployment of HMAX, Hitachi’s solution suite advancing operational autonomy and business model innovation through agentic and physical AI, solving customer and societal challenges in the AI era.
Einride raises $100M to expand autonomous freight solutions October 13, 2025 The Swedish company is developing and operating a new freight ecosystem, which includes one of the world’s largest fleets of heavy-duty electric trucks, cutting-edge autonomous technology and the proprietary Saga planning optimization platform.
EMS industry sees decline and stagnation across Europe October 10, 2025 During Evertiq Expo Gothenburg on September 4, 2025, Mareike Haass from in4ma and Christoph Solka from the Global Electronics Association presented the latest half-year analysis of the European EMS market — offering a sobering snapshot of the industry’s performance.