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.
NAND flash prices to rise 5–10% in 4Q25 September 25, 2025 TrendForce’s recent research shows that strong consumer demand in the first half of the year caused the usual peak season in the second half to fall short.
When new isn’t an option: Factronix turns scrap into solutions September 17, 2025 As sustainability climbs the industry agenda, reclaiming and reusing parts is gaining traction. In electronics, the circular economy embodies strategies to extend product lifecycles and promote reuse. At Evertiq Expo Gothenburg 2025, Factronix CEO Stefan Theil outlined how his company is giving a “second life” to hundreds of thousands of components yearly.
Loft Dynamics secures $24M to advance pilot training with VR September 04, 2025 With this latest investment, the Virtual Reality (VR) flight training company is applying its cutting-edge technology and regulatory credibility to transform airline pilot training at scale.
EP NL, Eneco invest in 200 MWH Rotterdam port battery project August 25, 2025 The battery will have a connection capacity of 50 MW and an energy storage capacity of 200 MWh, enabling it to supply electricity for four hours. This will provide more flexibility for the Dutch electricity system when the battery is put into operation in 2027.
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.
Meyer Burger closes Arizona solar plant, cuts 282 jobs May 30, 2025 Swiss solar panel maker Meyer Burger said it was in talks with a group of bondholders about restructuring, but the future of the Goodyear, Arizona site was uncertain.
Chinese skyscraper-cleaning robot deal with U.S. suspended May 05, 2025 Chinese robotics company Lindu Intelligent Technology has suspended a $1.6 million deal with a U.S. client due to the impact of tariffs.
Facing the inevitable: how to outsmart semiconductor obsolescence April 29, 2025 At Evertiq Expo in Tampere, Ronny Nitsche, Regional Sales Manager at Rochester Electronics, discussed strategies for minimising the impact of semiconductor shortages and product discontinuations through proactive obsolescence management.
Meyer Burger reacts to material shortages – cuts hours at Thalheim plant April 24, 2025 Meyer Burger Technology AG says that it will introduce short-time work at its solar cell production facility in Thalheim, Germany, citing temporary material shortages.
COGD calls for stronger risk analysis and proactive obsolescence management April 02, 2025 The newly re-elected board of the Component Obsolescence Group Deutschland (COGD) is urging German industrial companies to enhance risk analysis and adopt proactive obsolescence management strategies amid growing supply chain challenges.
The electronics market in Europe – what needs to happen? March 20, 2025 The EU Chips Act was introduced in several phases to the wider public from 2021 onwards and, following approval by the European Parliament and the Council, the regulation came into force on 21 September 2023.
Evertiq Expo Tampere 2025: from chips strategies to cybersecurity March 17, 2025 Evertiq Expo Tampere is gearing up for its return to Tampere Hall on March 27, 2025, bringing together key players from the electronics industry for a full day of networking, knowledge sharing, and business development.
Supply chain reset – from excess to equilibrium February 27, 2025 The global electronic component supply chain is expected to transition from excess inventory to a more balanced demand environment in 2025, according to a recent report from independent distributor Fusion Worldwide.
Humanoid robots are coming – and building themselves February 26, 2025 With Jabil’s manufacturing experience and Apollo’s design built for mass production, the vision of robots building robots moves closer to reality, paving the way for the mass adoption of humanoid robots.