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Component shortages, AI-driven demand and a shifting industrial base are testing Europe’s electronics supply chain.

Zurich-2026-Nick-presentation

October 27, 2026
Engineers are increasingly choosing memory components based on what they can actually get, rather than on performance or price. In a survey by Memphis Electronic, 95% of respondents said they had changed their sourcing strategy, their product designs, or both, over the past year.

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Axel-Wagner-2026

October 12, 2026
Obsolescence risks in electronics supply chains have never been as numerous as they are today, according to Axel Wagner, Chairman of the German industry association COGD. He points to shifting semiconductor strategies, geopolitics and trade restrictions, and calls on companies to manage obsolescence across the whole company rather than within purchasing alone.

sign

October 01, 2026
Stellantis will temporarily halt production at three French and two Italian plants. At two of the factories, the direct cause is a shortage of batteries for electric vehicles, Reuters reported. The stoppages will affect plants producing, among others, the Peugeot 3008, Peugeot 5008 and Citroën C5 Aircross.

AST-JV-facility

September 30, 2026
Advanced Substrate Technologies (AST), a joint venture between TOPPAN and Broadcom, has opened Singapore's first facility for high-end FC-BGA substrates. The plant comes online as substrate capacity remains a bottleneck for AI and networking chips.

MLCCs

September 29, 2026
Japanese and Korean MLCC makers are cutting supply to the consumer market to prioritise capacity for AI applications. The shift is opening doors for Chinese suppliers, several of which are now undergoing qualification with global brands such as Dell, HP, ASUS and Acer, according to market research firm TrendForce.

Claus-Aasholm

September 24, 2026
The Q2-2026 semiconductor earnings rush is long gone, and even the laggards have now reported in their first Q3-2026 earnings calls. It is time to get a grip on what is going on in the semiconductor industry and its supply chain.

Expo-GOT-2026-01

September 24, 2026
Early autumn is here again, which means Evertiq has once again taken over Svenska Mässan for Evertiq Expo Gothenburg. For those who couldn't make it, here's a recap of the day in pictures.

Marco-Mezger-2026

September 23, 2026
It is only September, yet Christmas has already arrived in the supermarkets. Gingerbread and holiday decorations are filling shelves, while retailers are preparing for the most important shopping season of the year.

Expo-GOT2026_001

September 18, 2026
Evertiq Expo brought 908 people from 456 companies to Svenska Mässan in Gothenburg on 17 September. 496 visitors from 307 companies were welcomed by 149 exhibiting companies. The day featured a broad conference programme covering the semiconductor market, component management, circularity and the evolving EMS industry.

engineers-working

September 10, 2026
SMIC posted the strongest growth among the top three foundries in Q2 2026, with revenue surging 20% QoQ to more than USD 3 billion and market share edging up to 5.4% – closing in on Samsung Foundry's 5.9%. Combined revenue for the world's top ten foundries rose 11.5% to nearly USD 53.49 billion, a new record, according to TrendForce.

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.

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.

MMO2024-Ronny-Nietzsche

August 04, 2026
The electronics industry has spent years learning to fear shortages, counterfeit components and end-of-life notices. But according to Ronny Nietzsche, Regional Sales Manager Nordic-Baltic Region at Rochester Electronics, another issue may be quietly shaping purchasing decisions — an outdated understanding of semiconductor date codes.

Didrik-PCB

July 30, 2026
As material shortages push lead times for advanced printed circuit boards towards 2028, four-year-old PCB supplier Confidee has built its strategy around the opposite of locking customers into rigid commitments: complete transparency and a clear policy allowing customers to cancel or rebalance production without damaging the relationship. That is according to board member Didrik Bech.

new-technologies_2

July 29, 2026
The unprecedented wave of investment in artificial intelligence infrastructure is transforming the global electronics supply chain, with growing consequences for PCB manufacturers, material suppliers and OEMs worldwide. According to new research from in4ma and EMSNOW, demand generated by hyperscale data centre operators is driving up PCB prices, stretching lead times and redirecting manufacturing capacity towards AI applications.

Jurgen-Braunsteiner-KSG-PCB-FED

July 29, 2026
Why PCB procurement strategies should be reviewed?

Steve_Rawlins

July 29, 2026
The issue centres on how blurred lines between manufacturing, distribution and open-market sourcing affect company governance. Anglia said it believes in forging strong, three-way supply chain partnerships between component manufacturer, the customer and the distributor.

signing-the-contract_2

July 29, 2026
The two companies will establish a joint venture that will help integrate Sony’s image sensors and edge AI technologies with Mitsubishi Electric’s expertise in FA control systems.

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.

AiRob-Piotr-Owczarek-Krakow-2026

July 21, 2026
Traditional automation performs best in a highly organised environment. Products must always arrive in the same position, production lines need to maintain a fixed rhythm, and individual tasks should remain predictable and repetitive. However, the European electronics industry is increasingly operating under completely different conditions. Short production runs, frequent product changes, component shortages and unpredictable order schedules can make a factory resemble a living organism rather than a precisely calibrated machine. Speaking at Evertiq Expo Kraków 2026, Piotr Owczarek, CEO of AiRob, argued that machine vision, 3D modelling and artificial intelligence could make robots better suited to this complex environment.

Best-Supply-Jacek-Malecki-Krakow-2026

July 20, 2026
Artificial intelligence, geopolitical tensions, rising raw material prices, and increasingly longer delivery times create a combination of factors that could make life much more difficult for electronics manufacturers.

Robotics

July 20, 2026
Verdant Robotics’ SharpShooter, now runs behind Sabanto-equipped autonomous tractors, using Aim & Apply technology to identify individual plants and weeds and apply inputs only where needed, reducing input use.

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.

Robotics

July 13, 2026
Upon closing of the transaction, the combined company is expected to operate as Agility and be listed on a North American exchange. Agility Robotics is now preparing for the commercial launch of Digit v5, its next-generation humanoid robot.

expo-Berlin-2026-05

June 25, 2026
Siemensstadt was a deliberate choice for the move of Evertiq Expo Berlin. The district was once a city within a city – an entire industrial ecosystem built around a single company, now being reimagined for the next generation of technology. It felt like the right place for a day spent discussing what European electronics manufacturing is, and what it needs to become.

motherboard-Germany

June 12, 2026
From AI-driven production planning and advanced PCB manufacturing to supply chain resilience and Europe's industrial competitiveness, Evertiq Expo Berlin 2026 will bring together experts from across the electronics industry to discuss some of the sector's most pressing challenges. Ahead of the event on 18 June, we take a closer look at this year's conference programme.

lab

June 10, 2026
Swedish PCB supplier NCAB has published a stark supply chain outlook in May 2026, describing a market under simultaneous pressure from AI demand, geopolitical disruption and raw material shortages. The company's conclusion is direct: what the industry is experiencing now is not a temporary disruption — it is a structural reset.

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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